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State Street SPDR Dow Jones REIT ETF

209 hedge funds and large institutions have $1.66B invested in State Street SPDR Dow Jones REIT ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.37% less ownership

Funds ownership: 73.05%70.68% (-2.4%)

3% less funds holding

Funds holding: 216209 (-7)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

19% less capital invested

Capital invested by funds: $2.06B → $1.66B (-$402M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

39% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 80

98% less call options, than puts

Call options by funds: $939K | Put options by funds: $59.4M

Holders
209
Holders Change
-7
Holders Change %
-3.24%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
25
Increased
49
Reduced
80
Closed
30
Calls
$939K
Puts
$59.4M
Net Calls
-$58.5M
Net Calls Change
-$59.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$481M +$15.6M +180,260 +3%
Northern Trust
2
Northern Trust
Illinois
$257M -$38.8M -447,754 -13%
Wells Fargo
3
Wells Fargo
California
$257M -$26.2M -301,591 -9%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$75M -$1.74M -20,044 -2%
Bank of America
5
Bank of America
North Carolina
$73.9M -$19.6M -225,980 -21%
CSIA
6
Charles Schwab Investment Advisory
California
$71.7M +$4.97M +57,360 +7%
Goldman Sachs
7
Goldman Sachs
New York
$55.8M -$72.6M -837,076 -56%
State Street
8
State Street
Massachusetts
$35.4M -$905K -10,435 -2%
Morgan Stanley
9
Morgan Stanley
New York
$25.1M +$2.59M +29,918 +11%
SB
10
Suntrust Banks
Georgia
$23M +$61.7K +711 +0.3%
Creative Planning
11
Creative Planning
Kansas
$21.3M -$690K -7,961 -3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$20.7M +$5.31M +61,238 +34%
JP Morgan Chase
13
JP Morgan Chase
New York
$18.4M -$4.22M -48,658 -19%
MML Investors Services
14
MML Investors Services
Massachusetts
$17M -$1.64M -18,892 -9%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$10.6M -$1.37M -15,825 -11%
BlackRock
16
BlackRock
New York
$10.2M -$31.5M -363,005 -75%
UCFA
17
United Capital Financial Advisors
Texas
$10M -$85.2K -982 -0.8%
Franklin Resources
18
Franklin Resources
California
$9.98M -$7.12M -82,060 -41%
AssetMark Inc
19
AssetMark Inc
California
$7.17M -$13.6M -156,272 -65%
M&T Bank
20
M&T Bank
New York
$6.98M -$2.62M -30,247 -27%
TRCT
21
Tower Research Capital (TRC)
New York
$6.85M +$4.85M +55,950 +237%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6.75M +$1.41M +16,316 +26%
AA
23
Alesco Advisors
New York
$6.64M -$1.18M -13,570 -15%
LPL Financial
24
LPL Financial
California
$6.54M -$262K -3,019 -4%
SC
25
Stratford Consulting
Texas
$6.28M -$59.5K -686 -0.9%