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SPDR Dow Jones REIT ETF
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Overview Fund Activity

249 hedge funds and large institutions have $1.13B invested in SPDR Dow Jones REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-10
Holders Change %
-3.86%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
69
Reduced
86
Closed
28
Calls
$218K
Puts
$307K
Net Calls
-$89K
Net Calls Change
+$1.65M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$55.8M
2
FFC
Frederick Financial Consultants
Maryland
$8.87M
3
Northern Trust
Northern Trust
Illinois
$318M
4
GWM
Geneos Wealth Management
Colorado
$7.4M
5
QC
Quadrature Capital
United Kingdom
$10.1M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$192M
2
Ameriprise
Ameriprise
Minnesota
$13.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$38.8M
4
PCM
Piedmont Capital Management
Montana
$0
5
FFO
Fiduciary Family Office
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
Citizens Financial Group
Rhode Island
$5.08M -$386K -3,897 -7%
CA
27
Clearstead Advisors
Ohio
$4.56M +$91.5K +923 +2%
ECM
28
Evergreen Capital Management
Washington
$4.35M +$5.55K +56 +0.1%
MML Investors Services
29
MML Investors Services
Massachusetts
$4.29M -$2.91M -29,309 -40%
Citadel Advisors
30
Citadel Advisors
Florida
$3.94M +$676K +6,819 +21%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$3.87M +$932K +9,408 +32%
Raymond James Financial
32
Raymond James Financial
Florida
$3.79M -$1.22M -12,323 -24%
FWP
33
Falcon Wealth Planning
California
$3.56M -$474K -4,782 -12%
R
34
Rebalance
California
$3.47M +$13.5K +136 +0.4%
Osaic Holdings
35
Osaic Holdings
Arizona
$3.21M -$466K -4,701 -13%
SIM
36
Strategic Investment Management
Virginia
$3.02M – – –
SMC
37
Smith, Moore & Co
Missouri
$2.83M +$12.7K +128 +0.5%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.67M +$23.2K +234 +0.9%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$2.54M -$117K -1,181 -4%
CI
40
CacheTech Inc
Utah
$2.52M -$2.38M -24,005 -49%
AWM
41
Adams Wealth Management
Utah
$2.52M -$2.38M -24,005 -49%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$2.39M -$25.9K -261 -1%
AssetMark Inc
43
AssetMark Inc
California
$2.29M -$370K -3,734 -14%
PFM
44
Phillips Financial Management
Indiana
$2.17M -$74K -747 -3%
AFA
45
American Financial Advisors
Georgia
$1.95M -$49.7K -501 -2%
NRI
46
NFP Retirement Inc
California
$1.91M +$1.91M +19,227 New
CHC
47
City Holding Co
West Virginia
$1.85M +$78.8K +795 +4%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$1.83M -$1.25M -12,581 -41%
Cerity Partners
49
Cerity Partners
New York
$1.81M +$83.2K +839 +5%
KAS
50
Kestra Advisory Services
Texas
$1.8M -$90.5K -913 -5%
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