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State Street SPDR Dow Jones Global Real Estate ETF

216 hedge funds and large institutions have $892M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 61

5% more funds holding

Funds holding: 205216 (+11)

2.95% more ownership

Funds ownership: 70.31%73.26% (+2.9%)

3% more capital invested

Capital invested by funds: $870M → $892M (+$22.4M)

Holders
216
Holders Change
+11
Holders Change %
+5.37%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
82
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
76
Independent Advisor Alliance
North Carolina
$843K +$36.2K +795 +4%
MPCG
77
Matrix Private Capital Group
New York
$836K -$3.46K -76 -0.4%
OWA
78
ORBA Wealth Advisors
Illinois
$832K +$73.4K +1,614 +10%
CIA
79
Concurrent Investment Advisors
Florida
$786K +$794K +17,461 New
Wells Fargo
80
Wells Fargo
California
$781K +$117K +2,574 +17%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$740K +$13.7K +301 +2%
AC
82
Apella Capital
Connecticut
$700K -$81.3K -1,787 -10%
XF
83
XML Financial
Maryland
$680K -$3.69K -81 -0.5%
AGA
84
Arkos Global Advisors
Texas
$675K -$60K -1,319 -8%
FPWM
85
FSB Premier Wealth Management
Iowa
$655K +$4.23K +93 +0.6%
FOR
86
Family Office Research
Maryland
$622K +$3.41K +75 +0.6%
Truist Financial
87
Truist Financial
North Carolina
$616K +$20.1K +442 +3%
PAG
88
Private Advisor Group
New Jersey
$594K -$52.5K -1,155 -8%
MLFP
89
MPS Loria Financial Planners
Illinois
$519K +$20.3K +446 +4%
SCM
90
SOL Capital Management
Maryland
$515K
BAM
91
Belpointe Asset Management
Nevada
$458K +$463K +10,178 New
CC
92
Courier Capital
New York
$456K -$136K -3,000 -23%
EA
93
Efficient Advisors
Ohio
$443K -$15.4K -338 -3%
AWA
94
Aquire Wealth Advisors
Utah
$423K -$26.9K -591 -6%
EF
95
Envision Financial
Wisconsin
$421K -$55.7K -1,225 -12%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$405K +$25.7K +565 +7%
IC
97
Innealta Capital
Texas
$397K +$18.7K +411 +5%
HI
98
Harbour Investments
Wisconsin
$391K +$11.4K +250 +3%
SAG
99
SageView Advisory Group
California
$390K +$21.1K +464 +6%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$381K +$63.2K +1,390 +20%