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SPDR Dow Jones REIT ETF
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Overview Fund Activity

248 hedge funds and large institutions have $1.19B invested in SPDR Dow Jones REIT ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
72
Reduced
68
Closed
29
Calls
–
Puts
$1.04M
Net Calls
-$1.04M
Net Calls Change
-$953K

Top Buyers

1
State Street
State Street
Massachusetts
$39.7M
2
LPL Financial
LPL Financial
California
$47M
3
Millennium Management
Millennium Management
New York
$22.1M
4
AssetMark Inc
AssetMark Inc
California
$18.8M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$14.4M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$278M
2
BlackRock
BlackRock
New York
$15.3M
3
CIA
Christian Investment Advisors
Texas
$0
4
QC
Quadrature Capital
United Kingdom
$0
5
Wells Fargo
Wells Fargo
California
$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AUB
226
Atlantic Union Bankshares
Virginia
$9.55K +$9.55K +99 New
FP
227
Financial Perspectives
Minnesota
$8.68K – – –
CFD
228
Creative Financial Designs
Indiana
$8.68K +$8.68K +90 New
EWM
229
EPG Wealth Management
Georgia
$7.84K +$97 +1 +1%
CWM
230
Copia Wealth Management
Oregon
$7.62K – – –
CBT
231
Crews Bank & Trust
Florida
$7.23K – – –
AF
232
Allworth Financial
California
$6.75K -$4.73K -49 -41%
FWM
233
FSA Wealth Management
Massachusetts
$6.17K – – –
PFBT
234
Parkside Financial Bank & Trust
Missouri
$5.79K – – –
C
235
Covestor
United Kingdom
$5K +$5K +55 New
AG
236
AmeriFlex Group
Nevada
$4.98K – – –
WWM
237
Wolff Wiese Magana
California
$4.24K – – –
IRC
238
Investors Research Corp
Georgia
$4.24K – – –
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$3.67K -$2.12K -22 -37%
GJIA
240
Glass Jacobson Investment Advisors
Maryland
$3.09K – – –
MCM
241
Manchester Capital Management
Vermont
$2.89K – – –
FDW
242
Fourth Dimension Wealth
Ohio
$2.41K +$2.41K +25 New
EWM
243
Evolution Wealth Management
Florida
$2.22K +$2.22K +23 New
FFA
244
Frazier Financial Advisors
Ohio
$639 – – –
SWP
245
Strategic Wealth Partners
Ohio
$579 +$579 +6 New
AAP
246
Arax Advisory Partners
Colorado
$290 – – –
GWANC
247
Guardian Wealth Advisors (North Carolina)
North Carolina
$193 – – –
DFA
248
DHJJ Financial Advisors
Illinois
$193 – – –
N
249
Natixis
France
$96 – – –
CIA
250
Christian Investment Advisors
Texas
– -$12.8M -123,353 Closed
8 9
10
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