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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
WTC
101
WhitTier Trust Company
Nevada
$440K +$201K +2,015 +83%
ATI
102
ARK & TLK Investments
Oklahoma
$439K
EWM
103
Empirical Wealth Management
Washington
$435K -$8.47K -85 -2%
EWA
104
Exencial Wealth Advisors
Oklahoma
$433K
SCTC
105
Sanibel Captiva Trust Company
Florida
$433K -$19.9K -200 -4%
Principal Financial Group
106
Principal Financial Group
Iowa
$429K +$435K +4,366 New
OIA
107
OneDigital Investment Advisors
Kansas
$429K
Franklin Resources
108
Franklin Resources
California
$427K
Stifel Financial
109
Stifel Financial
Missouri
$427K +$299 +3 +0.1%
APW
110
Austin Private Wealth
Texas
$426K -$7.77K -78 -2%
AGP
111
Autumn Glory Partners
Texas
$413K
FFM
112
Forum Financial Management
Illinois
$396K
VCM
113
Virtue Capital Management
Tennessee
$383K -$137K -1,377 -17%
MFT
114
Moisand Fitzgerald Tamayo
Florida
$370K -$1.29K -13 -0.3%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$365K +$87.7K +880 +31%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$347K +$996 +10 +0.3%
ALA
117
Atlas Legacy Advisors
California
$345K +$350K +3,512 New
TC
118
Trilogy Capital
California
$337K +$2.99K +30 +0.9%
MFG
119
Merit Financial Group
Georgia
$335K -$61.2K -614 -15%
BHBT
120
Burke & Herbert Bank & Trust
Virginia
$327K -$211K -2,115 -39%
Comerica Bank
121
Comerica Bank
Texas
$326K +$17.3K +174 +6%
JWA
122
JFS Wealth Advisors
Pennsylvania
$322K +$1.4K +14 +0.4%
BF
123
BOK Financial
Oklahoma
$308K +$11.6K +116 +4%
CPIG
124
Chicago Partners Investment Group
Illinois
$308K -$19.7K -198 -6%
AL
125
Aspiriant LLC
California
$298K