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SPDR Dow Jones REIT ETF
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Overview Fund Activity

266 hedge funds and large institutions have $1.06B invested in SPDR Dow Jones REIT ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 17 closing their positions.

Holders
266
Holders Change
+30
Holders Change %
+12.71%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
76
Reduced
80
Closed
17
Calls
$229K
Puts
$553K
Net Calls
-$324K
Net Calls Change
-$1.22M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
Northern Trust
2
Northern Trust
Illinois
$258M
3
BlackRock
3
BlackRock
New York
$22.4M
4
CAI
4
Capital Advisors Inc
Oklahoma
$8.39M
5
UBS Group
5
UBS Group
Switzerland
$8.33M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$863K
3
N
3
Natixis
France
$95
4
Wells Fargo
4
Wells Fargo
California
$69.9M
5
CA
5
Clearstead Advisors
Ohio
$4.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$258M 2,705,926 +190,473 +8%
Charles Schwab
2
Charles Schwab
California
$178M 1,864,241 +13,598 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$125M 1,310,624 +889,001 +211%
Wells Fargo
4
Wells Fargo
California
$69.9M 733,758 -54,677 -7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$43.2M 453,191 -9,797 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$32.5M 341,269 -12,050 -3%
Bank of America
7
Bank of America
North Carolina
$30.6M 321,069 -132,930 -29%
Truist Financial
8
Truist Financial
North Carolina
$25.7M 270,133 -9,064 -3%
LPL Financial
9
LPL Financial
California
$23.9M 250,299 -21,903 -8%
BlackRock
10
BlackRock
New York
$22.4M 234,927 +98,538 +72%
Goldman Sachs
11
Goldman Sachs
New York
$15M 157,330 -15,109 -9%
PFM
12
Patton Fund Management
Texas
$14.3M 149,882 -6,613 -4%
Creative Planning
13
Creative Planning
Kansas
$10.6M 111,631 -2,744 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.2M 107,257 +59,470 +124%
PAG
15
Private Advisor Group
New Jersey
$9.94M 104,236 +7,601 +8%
CAI
16
Capital Advisors Inc
Oklahoma
$8.39M 88,042 +88,042 New
UBS Group
17
UBS Group
Switzerland
$8.33M 87,403 +60,011 +219%
Ameriprise
18
Ameriprise
Minnesota
$6.01M 58,781 +41,306 +236%
CFG
19
Citizens Financial Group
Rhode Island
$5.71M 59,859 -959 -2%
CFB
20
Cullen/Frost Bankers
Texas
$5.27M 55,296 +51,997 +1,576%
RJA
21
Raymond James & Associates
Florida
$5.13M 53,807 +40,860 +316%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.02M 52,654 +42,640 +426%
MML Investors Services
23
MML Investors Services
Massachusetts
$4.97M 52,124 +2,910 +6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.75M 49,821 -4,616 -8%
Osaic Holdings
25
Osaic Holdings
Arizona
$4.13M 43,243 -3,346 -7%
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