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SPDR Dow Jones REIT ETF
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Overview Fund Activity

176 hedge funds and large institutions have $2.12B invested in SPDR Dow Jones REIT ETF in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 67 reducing their positions, and 26 closing their positions.

Holders
176
Holders Change
-12
Holders Change %
-6.38%
% of All Funds
4.75%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.19%
New
17
Increased
53
Reduced
67
Closed
26
Calls
$819K
Puts
$692K
Net Calls
+$127K
Net Calls Change
+$1.88M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$171M
2
PPA
2
Parametric Portfolio Associates
Washington
$58.4M
3
BL
3
Balentine LLC
Georgia
$63.4M
4
TCT
4
TIAA CREF Trust
Missouri
$199M
5
VA
5
Valmark Advisers
Ohio
$99.3M

Top Sellers

1
AIA
1
Arrow Investment Advisors
Maryland
$0
2
State Street
2
State Street
Massachusetts
$103M
3
Wells Fargo
3
Wells Fargo
California
$320M
4
Morgan Stanley
4
Morgan Stanley
New York
$42.8M
5
BAAM
5
Baker Avenue Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$320M 3,797,455 -225,728 -6%
Northern Trust
2
Northern Trust
Illinois
$261M 3,089,484 +35,365 +1%
TCT
3
TIAA CREF Trust
Missouri
$199M 2,363,363 +177,315 +8%
Goldman Sachs
4
Goldman Sachs
New York
$171M 2,024,235 +308,993 +18%
Bank of America
5
Bank of America
North Carolina
$158M 1,870,901 +18,089 +1%
CSIA
6
Charles Schwab Investment Advisory
California
$112M 1,323,634 +8,945 +0.7%
State Street
7
State Street
Massachusetts
$103M 1,224,072 -269,770 -18%
VA
8
Valmark Advisers
Ohio
$99.3M 1,176,842 +95,570 +9%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$75M 888,939 -8,576 -1%
BL
10
Balentine LLC
Georgia
$63.4M 751,272 +204,682 +37%
PPA
11
Parametric Portfolio Associates
Washington
$58.4M 692,281 +206,521 +43%
AssetMark Inc
12
AssetMark Inc
California
$46.2M 547,881 -39,577 -7%
Morgan Stanley
13
Morgan Stanley
New York
$42.8M 507,734 -187,939 -27%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$32.3M 382,675 +81,373 +27%
AA
15
Alesco Advisors
New York
$26.2M 310,889 +7,696 +3%
Creative Planning
16
Creative Planning
Kansas
$20.5M 243,430 +6,519 +3%
Prudential Financial
17
Prudential Financial
New Jersey
$20.1M 238,000 – –
Franklin Resources
18
Franklin Resources
California
$16.5M 195,000 – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$16.2M 191,457 -2,982 -2%
SB
20
Suntrust Banks
Georgia
$15.3M 181,797 +15,748 +9%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$12.4M 147,073 -4,164 -3%
Stifel Financial
22
Stifel Financial
Missouri
$12.3M 146,303 +15,715 +12%
M&T Bank
23
M&T Bank
New York
$11.5M 135,978 -4,133 -3%
TAT
24
TD Ameritrade Trust
Colorado
$10.3M 121,748 -7,564 -6%
BIT
25
BlackRock Institutional Trust
California
$10.2M 121,376 -37,973 -24%
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