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SPDR Dow Jones REIT ETF
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Overview Fund Activity

221 hedge funds and large institutions have $963M invested in SPDR Dow Jones REIT ETF in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 50 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
221
Holders Change
+20
Holders Change %
+9.95%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
50
Reduced
67
Closed
17
Calls
–
Puts
$694K
Net Calls
-$694K
Net Calls Change
-$879K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$104M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$14.6M
3
CAI
3
Capital Advisors Inc
Oklahoma
$10.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$39.1M
5
AssetMark Inc
5
AssetMark Inc
California
$5.64M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$207M
2
Wells Fargo
2
Wells Fargo
California
$103M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.85M
4
Goldman Sachs
4
Goldman Sachs
New York
$20.9M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$207M 2,381,937 -130,726 -5%
Charles Schwab
2
Charles Schwab
California
$104M 1,197,577 +438,300 +58%
Wells Fargo
3
Wells Fargo
California
$103M 1,183,151 -113,452 -9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$90.9M 1,048,227 +9,543 +0.9%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$70.5M 812,789 -8,391 -1%
Bank of America
6
Bank of America
North Carolina
$41.4M 477,159 -19,906 -4%
Morgan Stanley
7
Morgan Stanley
New York
$39.1M 451,425 +97,535 +28%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$28.8M 332,118 -6,302 -2%
Truist Financial
9
Truist Financial
North Carolina
$26M 300,248 +21,526 +8%
Goldman Sachs
10
Goldman Sachs
New York
$20.9M 241,424 -51,221 -18%
State Street
11
State Street
Massachusetts
$19M 219,351 +29,417 +15%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$14.6M 168,420 +168,420 New
Creative Planning
13
Creative Planning
Kansas
$12.9M 148,688 -2,378 -2%
CAI
14
Capital Advisors Inc
Oklahoma
$10.4M 120,220 +120,220 New
PFM
15
Patton Fund Management
Texas
$8.7M 100,384 -217 -0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.46M 74,330 -5,206 -7%
MML Investors Services
17
MML Investors Services
Massachusetts
$6.08M 70,168 -17,659 -20%
LPL Financial
18
LPL Financial
California
$6.03M 69,509 +2,731 +4%
AssetMark Inc
19
AssetMark Inc
California
$5.64M 65,064 +64,874 +34,144%
ECM
20
Evergreen Capital Management
Washington
$5.62M 64,850 +58,077 +857%
FAIM
21
Financial Advocates Investment Management
Washington
$5.17M 165,837 +160,198 +2,841%
HWA
22
Heartwood Wealth Advisors
Virginia
$4.99M 57,530 +1,161 +2%
N
23
Natixis
France
$4.88M 56,262 -339 -0.6%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$4.73M 56,714 +28 +0%
TEE
25
Tibra Equities Europe
United Kingdom
$4.13M 47,597 -14,981 -24%
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