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State Street SPDR Dow Jones REIT ETF

242 hedge funds and large institutions have $1.13B invested in State Street SPDR Dow Jones REIT ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

21% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.42M

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

34% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 89

Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.12M
Puts
$1.42M
Net Calls
Net Calls Change

Top Buyers

1 +$15.9M
2 +$11.9M
3 +$10.6M
4
ECM
Evergreen Capital Management
Washington
+$5.04M
5
BlackRock
BlackRock
New York
+$4.86M

Top Sellers

1 -$37.7M
2 -$29.4M
3 -$16.9M
4
AssetMark Inc
AssetMark Inc
California
-$15.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$5.74M
NRI
27
NFP Retirement Inc
California
$5.37M
Ameriprise
28
Ameriprise
Minnesota
$4.78M
CFG
29
Citizens Financial Group
Rhode Island
$4.63M
MML Investors Services
30
MML Investors Services
Massachusetts
$4.46M
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.96M
Osaic Holdings
32
Osaic Holdings
Arizona
$3.87M
Raymond James Financial
33
Raymond James Financial
Florida
$3.72M
AssetMark Inc
34
AssetMark Inc
California
$3.7M
State Street
35
State Street
Massachusetts
$3.68M
KAS
36
Kestra Advisory Services
Texas
$3.44M
FWP
37
Falcon Wealth Planning
California
$3.16M
VAS
38
Vestmark Advisory Solutions
Massachusetts
$2.97M
SMC
39
Smith, Moore & Co
Missouri
$2.91M
AWM
40
Adams Wealth Management
Utah
$2.79M
CI
41
CacheTech Inc
Utah
$2.79M
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$2.75M
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2.52M
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$2.42M
OBWG
45
Onyx Bridge Wealth Group
New York
$2.32M
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$2.31M
R
47
Rebalance
California
$2.29M
PFM
48
Phillips Financial Management
Indiana
$2.1M
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$1.93M
SWIM
50
Smallwood Wealth Investment Management
New Jersey
$1.9M