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SPDR Dow Jones REIT ETF
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Overview Fund Activity

224 hedge funds and large institutions have $1.03B invested in SPDR Dow Jones REIT ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 75 reducing their positions, and 21 closing their positions.

Holders
224
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
49
Reduced
75
Closed
21
Calls
–
Puts
$435K
Net Calls
-$435K
Net Calls Change
+$259K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$18.3M
2
Ameriprise
2
Ameriprise
Minnesota
$13.7M
3
Truist Financial
3
Truist Financial
North Carolina
$36.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$37.4M
5
Millennium Management
5
Millennium Management
New York
$4.66M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$527K
2
Morgan Stanley
2
Morgan Stanley
New York
$28.9M
3
Northern Trust
3
Northern Trust
Illinois
$213M
4
Wells Fargo
4
Wells Fargo
California
$105M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$213M 2,251,302 -130,635 -5%
Charles Schwab
2
Charles Schwab
California
$117M 1,231,076 +33,499 +3%
Wells Fargo
3
Wells Fargo
California
$105M 1,112,867 -70,284 -6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$96.8M 1,022,846 -25,381 -2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$75.5M 797,065 -15,724 -2%
Bank of America
6
Bank of America
North Carolina
$41.5M 438,094 -39,065 -8%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$37.4M 395,118 +63,000 +19%
Truist Financial
8
Truist Financial
North Carolina
$36.8M 388,429 +88,181 +29%
Morgan Stanley
9
Morgan Stanley
New York
$28.9M 304,862 -146,563 -32%
Goldman Sachs
10
Goldman Sachs
New York
$21.2M 223,999 -17,425 -7%
State Street
11
State Street
Massachusetts
$19.9M 209,891 -9,460 -4%
LPL Financial
12
LPL Financial
California
$18.3M 193,322 +123,813 +178%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$16.7M 175,918 +7,498 +4%
Creative Planning
14
Creative Planning
Kansas
$14.2M 149,728 +1,040 +0.7%
Ameriprise
15
Ameriprise
Minnesota
$13.7M 144,656 +108,558 +301%
CAI
16
Capital Advisors Inc
Oklahoma
$11.3M 118,917 -1,303 -1%
PFM
17
Patton Fund Management
Texas
$9.34M 98,657 -1,727 -2%
MML Investors Services
18
MML Investors Services
Massachusetts
$6.42M 67,806 -2,362 -3%
ECM
19
Evergreen Capital Management
Washington
$6.26M 66,079 +1,229 +2%
AssetMark Inc
20
AssetMark Inc
California
$5.64M 59,619 -5,445 -8%
Osaic Holdings
21
Osaic Holdings
Arizona
$5.43M 57,106 -17,224 -23%
N
22
Natixis
France
$5.33M 56,262 – –
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$5.26M 54,330 -2,384 -4%
PAG
24
Private Advisor Group
New Jersey
$4.98M 52,600 +8,231 +19%
Millennium Management
25
Millennium Management
New York
$4.66M 49,250 +49,250 New
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