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SPDR Dow Jones REIT ETF
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Overview Fund Activity

278 hedge funds and large institutions have $1.98B invested in SPDR Dow Jones REIT ETF in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 25 closing their positions.

Holders
278
Holders Change
+24
Holders Change %
+9.45%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
52
Increased
75
Reduced
82
Closed
25
Calls
$765K
Puts
$528K
Net Calls
+$237K
Net Calls Change
+$412K

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$30.2M
2
Northern Trust
2
Northern Trust
Illinois
$309M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.93M
4
PPA
4
Parametric Portfolio Associates
Washington
$88.1M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$5.35M

Top Sellers

1
State Street
1
State Street
Massachusetts
$159M
2
Goldman Sachs
2
Goldman Sachs
New York
$30.7M
3
CAI
3
Capital Advisors Inc
Oklahoma
$0
4
AssetMark Inc
4
AssetMark Inc
California
$48M
5
Ameriprise
5
Ameriprise
Minnesota
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$309M 3,026,602 +115,032 +4%
Wells Fargo
2
Wells Fargo
California
$192M 1,883,970 -79,687 -4%
CSIA
3
Charles Schwab Investment Advisory
California
$183M 1,791,368 -9,523 -0.5%
BL
4
Balentine LLC
Georgia
$169M 1,652,470 +44,666 +3%
State Street
5
State Street
Massachusetts
$159M 1,559,048 -503,210 -24%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$124M 1,216,653 +34,741 +3%
PPA
7
Parametric Portfolio Associates
Washington
$88.1M 863,845 +54,086 +7%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$87.8M 860,473 -8,145 -0.9%
Bank of America
9
Bank of America
North Carolina
$71.2M 698,268 -5,994 -0.9%
AssetMark Inc
10
AssetMark Inc
California
$48M 470,890 -92,081 -16%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$44.7M 438,067 +28,972 +7%
Goldman Sachs
12
Goldman Sachs
New York
$30.7M 301,282 -133,564 -31%
Truist Financial
13
Truist Financial
North Carolina
$30.2M 295,611 +295,611 New
Morgan Stanley
14
Morgan Stanley
New York
$28.6M 280,120 -3,893 -1%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$25.1M 245,933 -60 -0%
Creative Planning
16
Creative Planning
Kansas
$21.1M 206,946 -9,842 -5%
GFPC
17
Global Financial Private Capital
Florida
$17.8M 174,592 -40,093 -19%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$17M 166,972 +21,690 +15%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$14.3M 140,476 +8,849 +7%
UBS Group
20
UBS Group
Switzerland
$13.8M 134,892 +3,332 +3%
AG
21
Advisor Group
Arizona
$13.5M 131,989 +51,216 +63%
AFA
22
American Financial Advisors
Georgia
$13.4M 127,710 +1,335 +1%
Ameriprise
23
Ameriprise
Minnesota
$12.4M 86,080 -65,027 -43%
Franklin Resources
24
Franklin Resources
California
$11.6M 113,719 – –
Stifel Financial
25
Stifel Financial
Missouri
$10.6M 103,422 +45,736 +79%
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