We are live on ! Find out more
RWR icon

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
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$328K +$335K +3,250 New
MFG
127
Merit Financial Group
Georgia
$317K -$27.1K -263 -8%
UCFA
128
United Capital Financial Advisors
Texas
$311K +$26.3K +255 +9%
AL
129
Aspiriant LLC
California
$306K
BF
130
BOK Financial
Oklahoma
$305K -$12.2K -118 -4%
DWT
131
Dorsey & Whitney Trust
South Dakota
$303K
WANY
132
Wealthspire Advisors (New York)
New York
$301K
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$292K
BFG
134
Beacon Financial Group
Texas
$282K -$2.68K -26 -0.9%
JWA
135
JFS Wealth Advisors
Pennsylvania
$279K -$52.9K -513 -16%
LAM
136
Lewis Asset Management
California
$279K +$285K +2,765 New
MYIA
137
Mount Yale Investment Advisors
Colorado
$277K -$2.39M -23,152 -89%
CFB
138
Cullen/Frost Bankers
Texas
$265K -$2.27K -22 -0.8%
SC
139
SouthState Corp
Florida
$262K -$3.4K -33 -1%
HWA
140
Heartwood Wealth Advisors
Virginia
$256K
RWA
141
Redhawk Wealth Advisors
Minnesota
$251K +$722 +7 +0.3%
NCG
142
Newport Capital Group
New Jersey
$248K -$16.7K -162 -6%
Jones Financial Companies
143
Jones Financial Companies
Missouri
$238K +$13.8K +134 +6%
CFP
144
Curran Financial Partners
South Carolina
$234K +$1.65K +16 +0.7%
CW
145
Cornerstone Wealth
Tennessee
$234K +$221K +2,143 New
FRA
146
Front Row Advisors
California
$228K -$16.1K -156 -6%
RPC
147
Rossmore Private Capital
Connecticut
$227K
CWM
148
Collaborative Wealth Management
Florida
$220K -$1.13K -11 -0.5%
PSB
149
Piscataqua Savings Bank
New Hampshire
$215K
ATPW
150
Ashton Thomas Private Wealth
Arizona
$213K -$13K -126 -6%