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State Street SPDR Dow Jones REIT ETF

256 hedge funds and large institutions have $1.18B invested in State Street SPDR Dow Jones REIT ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more funds holding

Funds holding: 250256 (+6)

1% less capital invested

Capital invested by funds: $1.2B → $1.18B (-$15M)

2.38% less ownership

Funds ownership: 71.26%68.88% (-2.4%)

27% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 82

32% less call options, than puts

Call options by funds: $1.96M | Put options by funds: $2.9M

Holders
256
Holders Change
+6
Holders Change %
+2.4%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
34
Increased
60
Reduced
82
Closed
22
Calls
$1.96M
Puts
$2.9M
Net Calls
-$939K
Net Calls Change
-$546K
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
251
Golden State Equity Partners
California
$706 +$722 +7 New
FFA
252
Frazier Financial Advisors
Ohio
$688
SWM
253
SHP Wealth Management
Massachusetts
$606 +$618 +6 New
DFA
254
DHJJ Financial Advisors
Illinois
$202
GWANC
255
Guardian Wealth Advisors (North Carolina)
North Carolina
$202 +$206 +2 New
N
256
Natixis
France
$101
Qube Research & Technologies (QRT)
257
Qube Research & Technologies (QRT)
United Kingdom
$101
RCM
258
Raleigh Capital Management
North Carolina
$32
MWA
259
Merkkuri Wealth Advisors
New York
$21
CAI
260
Capital Advisors Inc
Oklahoma
-$11.5M -117,096 Closed
VCM
261
Virtue Capital Management
Tennessee
-$383K -6,725 Closed
Principal Financial Group
262
Principal Financial Group
Iowa
-$429K -4,366 Closed
AGP
263
Autumn Glory Partners
Texas
-$413K -4,200 Closed
Marshall Wace
264
Marshall Wace
United Kingdom
-$289K -2,941 Closed
CF
265
Convergence Financial
Missouri
-$225K -2,290 Closed
NAM
266
NTV Asset Management
West Virginia
-$206K -2,098 Closed
AAS
267
Ameritas Advisory Services
Nebraska
-$205K -2,087 Closed
FSA
268
Financial Services Advisory
Maryland
-$204K -2,078 Closed
BBA
269
BLB&B Advisors
Pennsylvania
-$204K -2,072 Closed
CWM
270
Contango Wealth Management
California
-$203K -2,068 Closed
IIM
271
IFC & Insurance Marketing
California
-$108K -1,097 Closed
IWP
272
IAG Wealth Partners
Wisconsin
-$86K -875 Closed
GWM
273
Grand Wealth Management
Michigan
-$51.1K -520 Closed
LWANC
274
Laurel Wealth Advisors (North Carolina)
North Carolina
-$43.9K -447 Closed
GWP
275
Gen-Wealth Partners
Michigan
-$34.8K -354 Closed