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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 %
AG
101
Ascent Group
Virginia
$545K +$545K +5,648 New
SFP
102
Strategic Financial Partners
Oregon
$537K -$2.6K -27 -0.5%
BHBT
103
Burke & Herbert Bank & Trust
Virginia
$525K -$12.1K -125 -2%
AC
104
AWM Capital
Arizona
$516K -$60K -622 -10%
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$480K -$90.6K -939 -16%
IPWA
106
International Private Wealth Advisors
California
$470K +$470K +4,872 New
KFP
107
KMG Fiduciary Partners
Ohio
$469K +$5.11K +53 +1%
LFG
108
Lockerman Financial Group
California
$459K +$459K +4,756 New
UFAC
109
Urban Financial Advisory Corp
Illinois
$452K -$14.7K -152 -3%
LWANC
110
Laurel Wealth Advisors (North Carolina)
North Carolina
$447K +$442K +42,642 +9,131%
SCTC
111
Sanibel Captiva Trust Company
Florida
$444K – – –
EWM
112
Empirical Wealth Management
Washington
$441K -$14.1K -146 -3%
TPW
113
Transatlantique Private Wealth
New York
$434K – – –
ATI
114
ARK & TLK Investments
Oklahoma
$431K – – –
EWA
115
Exencial Wealth Advisors
Oklahoma
$427K -$62.2K -645 -13%
AAS
116
Ameritas Advisory Services
Nebraska
$423K -$31.6K -328 -7%
OIA
117
OneDigital Investment Advisors
Kansas
$421K -$1.45K -15 -0.3%
Franklin Resources
118
Franklin Resources
California
$419K -$9.84K -102 -2%
GT
119
Greenleaf Trust
Michigan
$394K -$71.4K -740 -15%
OWA
120
Outlook Wealth Advisors
Texas
$390K +$390K +4,044 New
Baird Financial Group
121
Baird Financial Group
Wisconsin
$390K -$6.94K -72 -2%
FFM
122
Forum Financial Management
Illinois
$389K – – –
MT
123
Midwest Trust
Kansas
$386K +$386K +3,999 New
MFG
124
Merit Financial Group
Georgia
$381K -$212K -2,203 -36%
MFT
125
Moisand Fitzgerald Tamayo
Florida
$364K +$193 +2 +0.1%
3 4
5
6 7