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State Street SPDR Dow Jones REIT ETF

250 hedge funds and large institutions have $1.2B invested in State Street SPDR Dow Jones REIT ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

11.13% more ownership

Funds ownership: 60.12%71.26% (+11%)

6% more capital invested

Capital invested by funds: $1.13B → $1.2B (+$72.1M)

2% more funds holding

Funds holding: 245250 (+5)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $393K

Holders
250
Holders Change
+5
Holders Change %
+2.04%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
34
Increased
81
Reduced
66
Closed
24
Calls
Puts
$393K
Net Calls
-$393K
Net Calls Change
-$92K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$5.9M +$160K +1,608 +3%
Raymond James Financial
27
Raymond James Financial
Florida
$5.68M +$2.06M +20,706 +56%
Goldman Sachs
28
Goldman Sachs
New York
$5.65M -$343K -3,448 -6%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$5.49M -$137K -1,380 -2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$4.86M +$2.43M +24,357 +97%
MML Investors Services
31
MML Investors Services
Massachusetts
$4.61M +$246K +2,471 +6%
KAS
32
Kestra Advisory Services
Texas
$4.25M +$901K +9,046 +26%
JP Morgan Chase
33
JP Morgan Chase
New York
$4.13M -$63M -632,647 -94%
CFG
34
Citizens Financial Group
Rhode Island
$4.09M -$460K -4,619 -10%
VAS
35
Vestmark Advisory Solutions
Massachusetts
$3.94M +$1.04M +10,465 +35%
NRI
36
NFP Retirement Inc
California
$3.74M +$802K +8,050 +27%
CA
37
Clearstead Advisors
Ohio
$3.7M -$4.06M -40,716 -52%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$3.66M -$215K -2,162 -5%
AWM
39
Adams Wealth Management
Utah
$3.6M +$877K +8,800 +32%
CI
40
CacheTech Inc
Utah
$3.6M +$877K +8,800 +32%
HighTower Advisors
41
HighTower Advisors
Illinois
$3.37M +$2.28M +22,902 +201%
FWP
42
Falcon Wealth Planning
California
$2.97M -$127K -1,279 -4%
AssetMark Inc
43
AssetMark Inc
California
$2.96M -$674K -6,764 -18%
SMC
44
Smith, Moore & Co
Missouri
$2.86M +$14.9K +150 +0.5%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$2.72M +$27.8K +279 +1%
MYIA
46
Mount Yale Investment Advisors
Colorado
$2.54M +$1.05M +10,541 +69%
Pathstone Holdings
47
Pathstone Holdings
New Jersey
$2.33M -$35.8K -359 -1%
R
48
Rebalance
California
$2.31M +$69.2K +695 +3%
Osaic Holdings
49
Osaic Holdings
Arizona
$2.25M -$1.56M -15,633 -41%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$2.11M -$157K -1,579 -7%