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SPDR Dow Jones REIT ETF

252 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, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.59% less ownership

Funds ownership: 59.91%59.32% (-0.59%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.04M

Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.04M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
101
Lion Street Advisors
Texas
$589K
KBFS
102
Kohmann Bosshard Financial Services
Ohio
$552K
Stifel Financial
103
Stifel Financial
Missouri
$545K
AG
104
Ascent Group
Virginia
$545K
SFP
105
Strategic Financial Partners
Oregon
$537K
BHBT
106
Burke & Herbert Bank & Trust
Virginia
$525K
AC
107
AWM Capital
Arizona
$516K
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$480K
IPWA
109
International Private Wealth Advisors
California
$470K
KFP
110
KMG Fiduciary Partners
Ohio
$469K
LFG
111
Lockerman Financial Group
California
$459K
UFAC
112
Urban Financial Advisory Corp
Illinois
$452K
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$447K
SCTC
114
Sanibel Captiva Trust Company
Florida
$444K
EWM
115
Empirical Wealth Management
Washington
$441K
TPW
116
Transatlantique Private Wealth
New York
$434K
ATI
117
ARK & TLK Investments
Oklahoma
$431K
EWA
118
Exencial Wealth Advisors
Oklahoma
$427K
AAS
119
Ameritas Advisory Services
Nebraska
$423K
OIA
120
OneDigital Investment Advisors
Kansas
$421K
Franklin Resources
121
Franklin Resources
California
$419K
GT
122
Greenleaf Trust
Michigan
$394K
OWA
123
Outlook Wealth Advisors
Texas
$390K
Baird Financial Group
124
Baird Financial Group
Wisconsin
$390K
FFM
125
Forum Financial Management
Illinois
$389K