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State Street SPDR Dow Jones REIT ETF

256 hedge funds and large institutions have $1.18B invested in State Street SPDR Dow Jones REIT ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more funds holding

Funds holding: 250256 (+6)

1% less capital invested

Capital invested by funds: $1.2B → $1.18B (-$15M)

2.38% less ownership

Funds ownership: 71.26%68.88% (-2.4%)

27% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 82

32% less call options, than puts

Call options by funds: $1.96M | Put options by funds: $2.9M

Holders
256
Holders Change
+6
Holders Change %
+2.4%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
34
Increased
60
Reduced
82
Closed
22
Calls
$1.96M
Puts
$2.9M
Net Calls
-$939K
Net Calls Change
-$546K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$478K +$25.8K +250 +6%
UFAC
102
Urban Financial Advisory Corp
Illinois
$477K -$1.03K -10 -0.2%
BT
103
Banque Transatlantique
France
$454K +$464K +4,500 New
WTC
104
WhitTier Trust Company
Nevada
$454K
ATI
105
ARK & TLK Investments
Oklahoma
$452K
Stifel Financial
106
Stifel Financial
Missouri
$450K +$12.2K +118 +3%
EWA
107
Exencial Wealth Advisors
Oklahoma
$445K
SCTC
108
Sanibel Captiva Trust Company
Florida
$445K
OIA
109
OneDigital Investment Advisors
Kansas
$441K
Franklin Resources
110
Franklin Resources
California
$439K
AW
111
Avion Wealth
Texas
$431K -$122K -1,181 -22%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$417K -$810K -7,855 -66%
EWM
113
Empirical Wealth Management
Washington
$413K -$34.9K -339 -8%
FFM
114
Forum Financial Management
Illinois
$407K
CBU
115
CIBC Bancorp USA
Illinois
$404K +$413K +4,006 New
MFT
116
Moisand Fitzgerald Tamayo
Florida
$379K -$1.13K -11 -0.3%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$355K -$722 -7 -0.2%
ALA
118
Atlas Legacy Advisors
California
$355K
MT
119
Midwest Trust
Kansas
$345K -$349K -3,387 -50%
TC
120
Trilogy Capital
California
$344K -$3.09K -30 -0.9%
WF
121
WealthPoint Financial
North Carolina
$342K +$61K +592 +21%
BHBT
122
Burke & Herbert Bank & Trust
Virginia
$336K
TSS
123
Two Sigma Securities
New York
$336K +$343K +3,331 New
Fidelity Investments
124
Fidelity Investments
Massachusetts
$333K -$43.9K -426 -11%
CPIG
125
Chicago Partners Investment Group
Illinois
$331K +$1.85K +18 +0.6%