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SPDR Dow Jones REIT ETF
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Overview Fund Activity

246 hedge funds and large institutions have $2B invested in SPDR Dow Jones REIT ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+31
Holders Change %
+14.42%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
60
Increased
60
Reduced
74
Closed
27
Calls
$464K
Puts
$379K
Net Calls
+$85K
Net Calls Change
+$85K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
2
CSIA
Charles Schwab Investment Advisory
California
$172M
3
BL
Balentine LLC
Georgia
$69.6M
4
PPA
Parametric Portfolio Associates
Washington
$44.6M
5
Bank of America
Bank of America
North Carolina
$78.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$45.5M
2
Wells Fargo
Wells Fargo
California
$211M
3
CAI
Capital Advisors Inc
Oklahoma
$0
4
Ameriprise
Ameriprise
Minnesota
$4.59M
5
PI
PFS Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$477M -$53.1K -617 -0%
Northern Trust
2
Northern Trust
Illinois
$228M -$899K -10,457 -0.4%
Wells Fargo
3
Wells Fargo
California
$211M -$15.7M -182,599 -7%
CSIA
4
Charles Schwab Investment Advisory
California
$172M +$103M +1,196,445 +149%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$111M +$109M +1,267,750 +4,755%
Bank of America
6
Bank of America
North Carolina
$78.1M +$14.7M +170,865 +23%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$77.3M +$593K +6,896 +0.8%
BL
8
Balentine LLC
Georgia
$69.6M +$69.6M +808,994 New
State Street
9
State Street
Massachusetts
$65.6M -$2.72M -31,573 -4%
Goldman Sachs
10
Goldman Sachs
New York
$45.5M -$16.6M -193,375 -27%
PPA
11
Parametric Portfolio Associates
Washington
$44.6M +$44.6M +518,183 New
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$42.6M +$12.7M +148,101 +43%
Morgan Stanley
13
Morgan Stanley
New York
$24.6M +$1.21M +14,043 +5%
SB
14
Suntrust Banks
Georgia
$23.7M +$845K +9,822 +4%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$20.6M +$2.76M +32,107 +16%
Creative Planning
16
Creative Planning
Kansas
$19.9M -$886K -10,298 -4%
AssetMark Inc
17
AssetMark Inc
California
$18M -$1.44M -16,763 -7%
BlackRock
18
BlackRock
New York
$14M +$702K +8,168 +5%
UBS Group
19
UBS Group
Switzerland
$13.4M +$1.91M +22,209 +17%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$10.2M +$452K +5,258 +5%
Franklin Resources
21
Franklin Resources
California
$9.97M – – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$8.68M +$8.68M +100,924 New
MML Investors Services
23
MML Investors Services
Massachusetts
$8.57M +$322K +3,743 +4%
GFPC
24
Global Financial Private Capital
Florida
$7.59M -$1.96M -22,824 -21%
LPL Financial
25
LPL Financial
California
$6.78M -$78.1K -908 -1%
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