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SPDR Dow Jones REIT ETF
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Overview Fund Activity

245 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 34 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 29 closing their positions.

Holders
245
Holders Change
-4
Holders Change %
-1.61%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
71
Reduced
67
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$278M
2
BlackRock
2
BlackRock
New York
$15.3M
3
CIA
3
Christian Investment Advisors
Texas
$0
4
QC
4
Quadrature Capital
United Kingdom
$0
5
Wells Fargo
5
Wells Fargo
California
$45.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$5.26M 54,568 -20,108 -27%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.76M 49,327 +22,406 +83%
Ameriprise
28
Ameriprise
Minnesota
$4.75M 49,282 -6,727 -12%
APW
29
Austin Private Wealth
Texas
$4.73M 49,077 +45,378 +1,227%
CFG
30
Citizens Financial Group
Rhode Island
$4.63M 48,015 -3,281 -6%
ECM
31
Evergreen Capital Management
Washington
$4.43M 45,930 +2,039 +5%
MML Investors Services
32
MML Investors Services
Massachusetts
$4.41M 45,696 +2,390 +6%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$4.34M 44,998 -24,822 -36%
PAS
34
Park Avenue Securities
New York
$4.18M 43,370 +33,879 +357%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$4.06M 42,086 +24,914 +145%
Osaic Holdings
36
Osaic Holdings
Arizona
$3.78M 38,228 +5,827 +18%
Raymond James Financial
37
Raymond James Financial
Florida
$3.65M 37,812 -441 -1%
NA
38
NewEdge Advisors
Louisiana
$3.56M 36,962 +29,585 +401%
APC
39
Aspire Private Capital
North Carolina
$3.13M 32,467 +32,467 New
FWP
40
Falcon Wealth Planning
California
$3.1M 32,117 -3,831 -11%
LWMI
41
Landmark Wealth Management (Illinois)
Illinois
$2.81M 29,170 +29,170 New
SMC
42
Smith, Moore & Co
Missouri
$2.75M 28,529 +27 +0.1%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$2.69M 27,872 -11,218 -29%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$2.45M 25,362 -281 -1%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$2.45M 25,354 +15,727 +163%
HighTower Advisors
46
HighTower Advisors
Illinois
$2.4M 24,848 +12,153 +96%
NRI
47
NFP Retirement Inc
California
$2.39M 24,816 +5,589 +29%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$2.22M 23,038 -1,085 -4%
R
49
Rebalance
California
$2.17M 22,467 -12,584 -36%
PFM
50
Phillips Financial Management
Indiana
$2.03M 21,013 -902 -4%
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