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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 %
SC
76
Savant Capital
Illinois
$1.03M +$32.3K +335 +3%
AW
77
Avion Wealth
Texas
$1.03M -$319K -3,312 -24%
AWM
78
AE Wealth Management
Kansas
$1.01M +$986K +10,221 +4,387%
TRCT
79
Tower Research Capital (TRC)
New York
$980K +$980K +10,163 New
VA
80
Valmark Advisers
Ohio
$914K -$66.2K -686 -7%
FTUS
81
Flow Traders U.S.
New York
$912K +$713K +7,388 +357%
Brown Advisory
82
Brown Advisory
Maryland
$873K – – –
GC
83
Gibson Capital
Pennsylvania
$867K – – –
US Bancorp
84
US Bancorp
Minnesota
$847K – – –
Comerica Bank
85
Comerica Bank
Texas
$831K +$5.3K +55 +0.6%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$827K +$5.79K +60 +0.7%
RFS
87
Richardson Financial Services
Massachusetts
$790K +$719K +7,418 +1,025%
GIM
88
Glenmede Investment Management
Pennsylvania
$753K +$753K +7,812 New
AWM
89
Axxcess Wealth Management
California
$752K +$752K +7,794 New
SF
90
Synovus Financial
Georgia
$660K +$12.2K +126 +2%
NA
91
Novus Advisors
South Carolina
$648K +$648K +6,720 New
CTA
92
Camelot Technology Advisors
California
$640K -$21.7K -225 -3%
VAG
93
VisionPoint Advisory Group
Texas
$636K +$636K +6,592 New
GM
94
GeoWealth Management
Illinois
$611K +$611K +6,332 New
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$609K +$44K +451 +8%
CWM
96
ClientFirst Wealth Management
Arkansas
$603K – – –
KFI
97
Key Financial Inc
Pennsylvania
$601K -$14.9K -154 -2%
LSA
98
Lion Street Advisors
Texas
$589K – – –
KBFS
99
Kohmann Bosshard Financial Services
Ohio
$552K – – –
Stifel Financial
100
Stifel Financial
Missouri
$545K +$120K +1,242 +28%
2 3
4
5 6