RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

218 hedge funds and large institutions have $1.07B invested in SPDR Dow Jones REIT ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 97 reducing their positions, and 70 closing their positions.

Holders
218
Holders Change
-60
Holders Change %
-21.58%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
50
Reduced
97
Closed
70
Calls
$744K
Puts
$662K
Net Calls
+$82K
Net Calls Change
-$155K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$80.5M
2
Northern Trust
2
Northern Trust
Illinois
$241M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.4M
4
M&T Bank
4
M&T Bank
New York
$5.11M
5
PAG
5
Private Advisor Group
New Jersey
$4.35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BL
2
Balentine LLC
Georgia
$39K
3
PPA
3
Parametric Portfolio Associates
Washington
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.4M
5
State Street
5
State Street
Massachusetts
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$241M 3,344,491 +317,889 +11%
Wells Fargo
2
Wells Fargo
California
$127M 1,759,574 -124,396 -7%
State Street
3
State Street
Massachusetts
$102M 1,418,832 -140,216 -9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$87.3M 1,209,479 -7,174 -0.6%
Charles Schwab
5
Charles Schwab
California
$80.5M 1,114,760 +1,114,760 New
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$62.4M 864,683 +4,210 +0.5%
Bank of America
7
Bank of America
North Carolina
$46.6M 644,753 -53,515 -8%
AssetMark Inc
8
AssetMark Inc
California
$32.2M 445,610 -25,280 -5%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$31M 430,004 -8,063 -2%
Morgan Stanley
10
Morgan Stanley
New York
$27.4M 379,869 +99,749 +36%
Truist Financial
11
Truist Financial
North Carolina
$20.9M 289,798 -5,813 -2%
Goldman Sachs
12
Goldman Sachs
New York
$20.5M 283,815 -17,467 -6%
Creative Planning
13
Creative Planning
Kansas
$15M 207,725 +779 +0.4%
GFPC
14
Global Financial Private Capital
Florida
$10M 138,682 -35,910 -21%
Stifel Financial
15
Stifel Financial
Missouri
$8.92M 123,399 +19,977 +19%
Osaic Holdings
16
Osaic Holdings
Arizona
$7.05M 127,186 +127,186 New
MML Investors Services
17
MML Investors Services
Massachusetts
$7M 96,956 +4,508 +5%
PFM
18
Patton Fund Management
Texas
$6.83M 94,611 +15,135 +19%
CAM
19
Congress Asset Management
Massachusetts
$6.6M 91,413 -4,288 -4%
LPL Financial
20
LPL Financial
California
$5.75M 79,672 -5,483 -6%
M&T Bank
21
M&T Bank
New York
$5.11M 70,726 +70,726 New
PAG
22
Private Advisor Group
New Jersey
$4.35M 60,275 +34,999 +138%
HWA
23
Heartwood Wealth Advisors
Virginia
$3.88M 53,761 +1,338 +3%
SC
24
Stratford Consulting
Texas
$3.74M 51,826 -13,067 -20%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$3.69M 55,867 +213 +0.4%
1
2 3 4 5