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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 %
SAW
51
Signal Advisors Wealth
Michigan
$1.97M +$1.97M +20,471 New
AFA
52
American Financial Advisors
Georgia
$1.87M -$26.9K -279 -1%
CHC
53
City Holding Co
West Virginia
$1.8M -$3.86K -40 -0.2%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$1.77M -$16.1K -167 -0.9%
Cerity Partners
55
Cerity Partners
New York
$1.75M -$5.02K -52 -0.3%
KAS
56
Kestra Advisory Services
Texas
$1.75M +$1.25K +13 +0.1%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$1.71M +$768K +7,964 +82%
RCM
58
Raleigh Capital Management
North Carolina
$1.7M +$1.7M +17,588 New
SS
59
SBI Securities
Japan
$1.67M +$53.7K +557 +3%
Corient Private Wealth
60
Corient Private Wealth
Florida
$1.67M +$829K +8,592 +99%
OFG
61
Omega Financial Group
California
$1.54M +$13.7K +142 +0.9%
HI
62
Harbour Investments
Wisconsin
$1.5M +$1.49M +15,437 +11,268%
M&T Bank
63
M&T Bank
New York
$1.42M – – –
Bank of New York Mellon
64
Bank of New York Mellon
New York
$1.4M +$109K +1,127 +8%
MWP
65
Moller Wealth Partners
$1.36M -$11.2K -116 -0.8%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$1.25M +$511K +5,301 +70%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.24M +$205K +2,129 +20%
SCA
68
Snowden Capital Advisors
New York
$1.17M -$11.4K -118 -1%
AB
69
Atlas Brown
Kentucky
$1.17M -$2.32K -24 -0.2%
DTC
70
Davidson Trust Company
Washington
$1.16M – – –
Mariner
71
Mariner
Kansas
$1.16M +$129K +1,337 +13%
CW
72
CreativeOne Wealth
Kansas
$1.1M +$1.1M +11,408 New
DC
73
Destiny Capital
Colorado
$1.1M -$30.8K -319 -3%
OPCM
74
Osborne Partners Capital Management
California
$1.05M – – –
Lido Advisors
75
Lido Advisors
California
$1.04M +$421K +4,361 +68%
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