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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 %
GWM
26
Geneos Wealth Management
Colorado
$5.26M -$1.94M -20,108 -27%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.76M +$2.16M +22,406 +83%
Ameriprise
28
Ameriprise
Minnesota
$4.75M -$649K -6,727 -12%
APW
29
Austin Private Wealth
Texas
$4.73M +$4.38M +45,378 +1,227%
CFG
30
Citizens Financial Group
Rhode Island
$4.63M -$316K -3,281 -6%
ECM
31
Evergreen Capital Management
Washington
$4.43M +$197K +2,039 +5%
MML Investors Services
32
MML Investors Services
Massachusetts
$4.41M +$230K +2,390 +6%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$4.34M -$2.39M -24,822 -36%
PAS
34
Park Avenue Securities
New York
$4.18M +$3.27M +33,879 +357%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$4.06M +$2.4M +24,914 +145%
Osaic Holdings
36
Osaic Holdings
Arizona
$3.78M +$576K +5,827 +18%
Raymond James Financial
37
Raymond James Financial
Florida
$3.65M -$42.5K -441 -1%
NA
38
NewEdge Advisors
Louisiana
$3.56M +$2.85M +29,585 +401%
APC
39
Aspire Private Capital
North Carolina
$3.13M +$3.13M +32,467 New
FWP
40
Falcon Wealth Planning
California
$3.1M -$369K -3,831 -11%
LWMI
41
Landmark Wealth Management (Illinois)
Illinois
$2.81M +$2.81M +29,170 New
SMC
42
Smith, Moore & Co
Missouri
$2.75M +$2.6K +27 +0.1%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$2.69M -$1.08M -11,218 -29%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$2.45M -$27.1K -281 -1%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$2.45M +$1.52M +15,727 +163%
HighTower Advisors
46
HighTower Advisors
Illinois
$2.4M +$1.17M +12,153 +96%
NRI
47
NFP Retirement Inc
California
$2.39M +$539K +5,589 +29%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$2.22M -$105K -1,085 -4%
R
49
Rebalance
California
$2.17M -$1.21M -12,584 -36%
PFM
50
Phillips Financial Management
Indiana
$2.03M -$87K -902 -4%
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