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SPDR Dow Jones REIT ETF
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Overview Fund Activity

249 hedge funds and large institutions have $1.13B invested in SPDR Dow Jones REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-10
Holders Change %
-3.86%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
69
Reduced
86
Closed
28
Calls
$218K
Puts
$307K
Net Calls
-$89K
Net Calls Change
+$1.65M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$55.8M
2
FFC
2
Frederick Financial Consultants
Maryland
$8.87M
3
Northern Trust
3
Northern Trust
Illinois
$318M
4
GWM
4
Geneos Wealth Management
Colorado
$7.4M
5
QC
5
Quadrature Capital
United Kingdom
$10.1M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$192M
2
Ameriprise
2
Ameriprise
Minnesota
$13.3M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$38.8M
4
PCM
4
Piedmont Capital Management
Montana
$0
5
NHFG
5
New Harbor Financial Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
101
Greenleaf Trust
Michigan
$478K – – –
KFP
102
KMG Fiduciary Partners
Ohio
$476K -$12.5K -126 -3%
EWM
103
Empirical Wealth Management
Washington
$468K -$8.33K -84 -2%
AAS
104
Ameritas Advisory Services
Nebraska
$467K +$28.7K +290 +7%
IA
105
IFP Advisors
Florida
$459K +$70.4K +710 +18%
SCTC
106
Sanibel Captiva Trust Company
Florida
$456K +$12.4K +125 +3%
FCI
107
Financial Counselors Inc
Kansas
$451K -$100K -1,010 -18%
TPW
108
Transatlantique Private Wealth
New York
$446K – – –
TC
109
Trilogy Capital
California
$443K -$1.78M -17,921 -80%
ATI
110
ARK & TLK Investments
Oklahoma
$443K – – –
Franklin Resources
111
Franklin Resources
California
$441K – – –
Stifel Financial
112
Stifel Financial
Missouri
$438K -$26.5K -267 -6%
OIA
113
OneDigital Investment Advisors
Kansas
$434K +$1.49K +15 +0.3%
BCM
114
BluePointe Capital Management
California
$432K +$124K +1,249 +40%
HSA
115
HBK Sorce Advisory
Pennsylvania
$421K -$20.3K -205 -5%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$408K +$11.4K +115 +3%
FFM
117
Forum Financial Management
Illinois
$400K – – –
NHT
118
New Hampshire Trust
New Hampshire
$383K -$29K -293 -7%
MFT
119
Moisand Fitzgerald Tamayo
Florida
$374K -$2.38K -24 -0.6%
APW
120
Austin Private Wealth
Texas
$367K +$121K +1,217 +49%
SCM
121
SCS Capital Management
Massachusetts
$366K +$366K +3,690 New
FAT
122
First American Trust
California
$355K -$119K -1,198 -25%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$337K -$36.9K -372 -10%
CPIG
124
Chicago Partners Investment Group
Illinois
$335K +$2.03K +21 +0.6%
JWA
125
JFS Wealth Advisors
Pennsylvania
$333K +$694 +7 +0.2%
3 4
5
6 7