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SPDR Dow Jones REIT ETF
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Overview Fund Activity

219 hedge funds and large institutions have $2.81B invested in SPDR Dow Jones REIT ETF in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 64 reducing their positions, and 18 closing their positions.

Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
5.85%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
31
Increased
80
Reduced
64
Closed
18
Calls
$3.08M
Puts
$4.34M
Net Calls
-$1.26M
Net Calls Change
+$5.27M

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$350M
2
Northern Trust
2
Northern Trust
Illinois
$396M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$11.2M
4
State Street
4
State Street
Massachusetts
$173M
5
AssetMark Inc
5
AssetMark Inc
California
$82.9M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$11.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.9M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$3.38M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.53M
5
TAT
5
TD Ameritrade Trust
Colorado
$5.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$396M 3,981,073 +150,257 +4%
Wells Fargo
2
Wells Fargo
California
$382M 3,841,469 +7,031 +0.2%
TCT
3
TIAA CREF Trust
Missouri
$350M 3,521,140 +239,736 +7%
Goldman Sachs
4
Goldman Sachs
New York
$266M 2,670,514 -30,116 -1%
Bank of America
5
Bank of America
North Carolina
$207M 2,085,181 +3,220 +0.2%
State Street
6
State Street
Massachusetts
$173M 1,737,495 +109,540 +7%
CSIA
7
Charles Schwab Investment Advisory
California
$135M 1,354,917 -12,538 -0.9%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$95.3M 958,531 +4,713 +0.5%
VA
9
Valmark Advisers
Ohio
$94.2M 947,569 -42,574 -4%
AssetMark Inc
10
AssetMark Inc
California
$82.9M 833,380 +108,649 +15%
Morgan Stanley
11
Morgan Stanley
New York
$50.2M 504,877 +84,567 +20%
BL
12
Balentine LLC
Georgia
$38.8M 390,021 +60,086 +18%
AA
13
Alesco Advisors
New York
$33.2M 334,024 -3,300 -1%
PPA
14
Parametric Portfolio Associates
Washington
$32M 321,985 +15,605 +5%
Creative Planning
15
Creative Planning
Kansas
$29.6M 298,187 -7,209 -2%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$22.9M 230,056 -78,064 -25%
SB
17
Suntrust Banks
Georgia
$20.2M 203,232 +24,812 +14%
Franklin Resources
18
Franklin Resources
California
$19.4M 195,000 – –
BCM
19
Brookstone Capital Management
Illinois
$18.2M 182,813 -4,083 -2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$15.2M 153,272 +412 +0.3%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$15.1M 151,652 +14,957 +11%
M&T Bank
22
M&T Bank
New York
$13.6M 137,217 +5,741 +4%
Ameriprise
23
Ameriprise
Minnesota
$12.8M 128,366 +30,088 +31%
BIT
24
BlackRock Institutional Trust
California
$12.1M 121,376 – –
LPL Financial
25
LPL Financial
California
$11.3M 112,633 -119,670 -52%
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