We are live on ! Find out more
RWR icon

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
PFM
51
Phillips Financial Management
Indiana
$2.04M -$21.1K -212 -1%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$1.87M +$843K +8,466 +80%
CHC
53
City Holding Co
West Virginia
$1.83M
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$1.81M -$83.8K -841 -4%
SWIM
55
Smallwood Wealth Investment Management
New Jersey
$1.79M -$69.3K -696 -4%
BPA
56
Beacon Pointe Advisors
California
$1.72M +$1.75M +17,549 New
Cerity Partners
57
Cerity Partners
New York
$1.65M -$123K -1,234 -7%
SS
58
SBI Securities
Japan
$1.63M -$143K -1,434 -8%
OBWG
59
Onyx Bridge Wealth Group
New York
$1.59M -$691K -6,941 -30%
AFA
60
American Financial Advisors
Georgia
$1.51M -$234K -2,344 -13%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$1.5M +$20.2K +203 +1%
Corient Private Wealth
62
Corient Private Wealth
Florida
$1.45M +$2.23M +22,343 +354%
M&T Bank
63
M&T Bank
New York
$1.45M
OFG
64
Omega Financial Group
California
$1.43M -$39K -392 -3%
SCA
65
Snowden Capital Advisors
New York
$1.39M +$169K +1,696 +14%
MWP
66
Moller Wealth Partners
$1.28M -$3.59K -36 -0.3%
AB
67
Atlas Brown
Kentucky
$1.19M +$897 +9 +0.1%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$1.18M +$534K +5,357 +82%
DTC
69
Davidson Trust Company
Washington
$1.18M
Mariner
70
Mariner
Kansas
$1.11M -$63.5K -637 -5%
TPW
71
Transatlantique Private Wealth
New York
$1.11M +$2.37M +23,809 +529%
DC
72
Destiny Capital
Colorado
$1.08M -$21.7K -218 -2%
OPCM
73
Osborne Partners Capital Management
California
$1.07M +$3.69K +37 +0.3%
SC
74
Savant Capital
Illinois
$989K -$48.5K -487 -5%
GC
75
Gibson Capital
Pennsylvania
$884K