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SPDR Dow Jones REIT ETF
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Overview Fund Activity

246 hedge funds and large institutions have $1.01B invested in SPDR Dow Jones REIT ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 36 closing their positions.

Holders
246
Holders Change
-20
Holders Change %
-7.52%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
70
Reduced
84
Closed
36
Calls
$848K
Puts
$1.45M
Net Calls
-$603K
Net Calls Change
-$279K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$33.5M
2
Ameriprise
2
Ameriprise
Minnesota
$29.8M
3
UBS Group
3
UBS Group
Switzerland
$17.5M
4
SWP
4
Stratos Wealth Partners
Ohio
$6.46M
5
SAG
5
SageView Advisory Group
California
$6.03M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.7M
2
LPL Financial
2
LPL Financial
California
$14.2M
3
Wells Fargo
3
Wells Fargo
California
$62.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.54M
5
CFB
5
Cullen/Frost Bankers
Texas
$302K
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$260M 2,762,126 +56,200 +2%
Charles Schwab
2
Charles Schwab
California
$178M 1,886,460 +22,219 +1%
Wells Fargo
3
Wells Fargo
California
$62.2M 660,322 -73,436 -10%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$41.7M 442,304 -10,887 -2%
Millennium Management
5
Millennium Management
New York
$33.5M 355,356 +352,824 +13,935%
Morgan Stanley
6
Morgan Stanley
New York
$31.7M 335,846 -974,778 -74%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$31.4M 333,137 -8,132 -2%
Ameriprise
8
Ameriprise
Minnesota
$29.8M 318,856 +260,075 +442%
Bank of America
9
Bank of America
North Carolina
$29.4M 312,400 -8,669 -3%
BlackRock
10
BlackRock
New York
$27.5M 291,327 +56,400 +24%
Truist Financial
11
Truist Financial
North Carolina
$24.6M 260,764 -9,369 -3%
UBS Group
12
UBS Group
Switzerland
$17.5M 185,798 +98,395 +113%
LPL Financial
13
LPL Financial
California
$14.2M 150,236 -100,063 -40%
PFM
14
Patton Fund Management
Texas
$13.8M 146,549 -3,333 -2%
Goldman Sachs
15
Goldman Sachs
New York
$11.7M 124,310 -33,020 -21%
Creative Planning
16
Creative Planning
Kansas
$10.5M 111,407 -224 -0.2%
PAG
17
Private Advisor Group
New Jersey
$10M 106,338 +2,102 +2%
CAI
18
Capital Advisors Inc
Oklahoma
$7.7M 81,708 -6,334 -7%
MML Investors Services
19
MML Investors Services
Massachusetts
$6.82M 72,304 +20,180 +39%
SWP
20
Stratos Wealth Partners
Ohio
$6.46M 68,532 +65,615 +2,249%
SAG
21
SageView Advisory Group
California
$6.03M 11,534 +11,534 New
CFG
22
Citizens Financial Group
Rhode Island
$5.38M 57,055 -2,804 -5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$5.03M 53,322 +668 +1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.64M 49,232 -589 -1%
EH
25
Equitable Holdings
New York
$4.03M 42,760 +12,686 +42%
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