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SPDR Dow Jones REIT ETF
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Overview Fund Activity

259 hedge funds and large institutions have $1.23B invested in SPDR Dow Jones REIT ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 26 closing their positions.

Holders
259
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
36
Increased
81
Reduced
63
Closed
26
Calls
$89K
Puts
$1.83M
Net Calls
-$1.74M
Net Calls Change
-$154K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$250M
2
Northern Trust
2
Northern Trust
Illinois
$312M
3
CIA
3
Christian Investment Advisors
Texas
$12M
4
FFO
4
Fiduciary Family Office
Florida
$10.6M
5
NHFG
5
New Harbor Financial Group
Massachusetts
$10.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.5M
2
Millennium Management
2
Millennium Management
New York
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.94M
4
CAI
4
Capital Advisors Inc
Oklahoma
$0
5
LPL Financial
5
LPL Financial
California
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$312M 3,159,122 +290,370 +10%
Charles Schwab
2
Charles Schwab
California
$250M 2,528,333 +567,560 +29%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$73M 738,742 -8,581 -1%
Wells Fargo
4
Wells Fargo
California
$50M 505,309 -7,142 -1%
BlackRock
5
BlackRock
New York
$34.9M 353,079 +55,177 +19%
Morgan Stanley
6
Morgan Stanley
New York
$34.5M 348,635 -582,224 -63%
MSA
7
Mason Street Advisors
Wisconsin
$31.7M 320,500 -17,000 -5%
Bank of America
8
Bank of America
North Carolina
$29.4M 297,815 -555 -0.2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$29.4M 297,369 +25,328 +9%
Ameriprise
10
Ameriprise
Minnesota
$26.6M 278,217 +41,497 +18%
Truist Financial
11
Truist Financial
North Carolina
$23.3M 235,919 +9,417 +4%
LPL Financial
12
LPL Financial
California
$19.9M 201,753 -27,952 -12%
UBS Group
13
UBS Group
Switzerland
$19.9M 201,590 +5,858 +3%
PFM
14
Patton Fund Management
Texas
$12.9M 130,261 -3,506 -3%
CIA
15
Christian Investment Advisors
Texas
$12M 121,045 +121,045 New
PAG
16
Private Advisor Group
New Jersey
$11.8M 119,247 +2,066 +2%
PCM
17
Piedmont Capital Management
Montana
$10.9M 111,512 +895 +0.8%
Creative Planning
18
Creative Planning
Kansas
$10.8M 109,556 +8,854 +9%
FFO
19
Fiduciary Family Office
Florida
$10.6M 106,832 +106,832 New
NHFG
20
New Harbor Financial Group
Massachusetts
$10.6M 106,832 +106,832 New
Goldman Sachs
21
Goldman Sachs
New York
$8.24M 83,307 +680 +0.8%
SWP
22
Stratos Wealth Partners
Ohio
$7.31M 73,954 -6,219 -8%
MML Investors Services
23
MML Investors Services
Massachusetts
$7.18M 72,615 +2,615 +4%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$6.94M 70,155 -100,838 -59%
QC
25
Quadrature Capital
United Kingdom
$6.73M 68,062 +68,062 New
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