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State Street SPDR Dow Jones REIT ETF

245 hedge funds and large institutions have $1.03B invested in State Street SPDR Dow Jones REIT ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $621K

4% less funds holding

Funds holding: 255245 (-10)

4.5% less ownership

Funds ownership: 75.37%70.87% (-4.5%)

8% less capital invested

Capital invested by funds: $1.12B → $1.03B (-$93.2M)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

29% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 89

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
245
Holders Change
-10
Holders Change %
-3.92%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
63
Reduced
89
Closed
34
Calls
$1.23M
Puts
$621K
Net Calls
+$613K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$245M -$13.8M -151,235 -5%
Charles Schwab
2
Charles Schwab
California
$130M -$1.5M -16,390 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$90.9M -$2.72M -29,763 -3%
Wells Fargo
4
Wells Fargo
California
$85.3M -$3.74M -40,913 -4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$63.2M -$5.69M -62,246 -8%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$50.4M -$414K -4,533 -0.8%
Morgan Stanley
7
Morgan Stanley
New York
$37.8M +$509K +5,568 +1%
Bank of America
8
Bank of America
North Carolina
$35.9M -$7.16M -78,415 -16%
Truist Financial
9
Truist Financial
North Carolina
$28.1M -$9.68M -105,963 -25%
LPL Financial
10
LPL Financial
California
$24M +$15.1M +165,523 +159%
Millennium Management
11
Millennium Management
New York
$16.5M -$13.7M -150,102 -45%
State Street
12
State Street
Massachusetts
$15.4M -$13.8K -151 -0.1%
PFM
13
Patton Fund Management
Texas
$13.5M +$1.48M +16,237 +12%
Goldman Sachs
14
Goldman Sachs
New York
$11.7M -$29.9M -327,210 -71%
Creative Planning
15
Creative Planning
Kansas
$10.1M -$934K -10,229 -8%
PAG
16
Private Advisor Group
New Jersey
$7.22M +$502K +5,492 +7%
CFG
17
Citizens Financial Group
Rhode Island
$5.91M +$38.1K +417 +0.6%
N
18
Natixis
France
$5.55M -$1.22M -13,377 -18%
MML Investors Services
19
MML Investors Services
Massachusetts
$5.55M -$446K -4,887 -7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.06M -$123K -1,345 -2%
GB
21
Gunma Bank
Japan
$4.88M
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$4.43M -$15.2K -166 -0.3%
NAM
23
NorthCrest Asset Manangement
Minnesota
$3.91M +$4.02M +43,988 New
CA
24
Clearstead Advisors
Ohio
$3.82M +$22.3K +244 +0.6%
R
25
Rebalance
California
$3.73M +$20.8K +228 +0.5%