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SPDR Dow Jones REIT ETF
RWR

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
1
State Street
Massachusetts
$39.7M
2
LPL Financial
2
LPL Financial
California
$47M
3
Millennium Management
3
Millennium Management
New York
$22.1M
4
AssetMark Inc
4
AssetMark Inc
California
$18.8M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$14.4M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$278M
2
BlackRock
2
BlackRock
New York
$15.3M
3
CIA
3
Christian Investment Advisors
Texas
$0
4
QC
4
Quadrature Capital
United Kingdom
$0
5
Wells Fargo
5
Wells Fargo
California
$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
176
AlphaCore Capital
California
$118K – – –
Citigroup
177
Citigroup
New York
$108K +$38.6K +400 +55%
RWPA
178
Richard W. Paul & Associates
Michigan
$108K +$108K +1,116 New
Jones Financial Companies
179
Jones Financial Companies
Missouri
$105K +$35.6K +371 +51%
MIM
180
MTM Investment Management
South Carolina
$105K -$9.64K -100 -8%
SPIA
181
Steward Partners Investment Advisory
New York
$103K -$7.23K -75 -7%
IWP
182
IAG Wealth Partners
Wisconsin
$84.4K – – –
HWA
183
HHM Wealth Advisors
Tennessee
$79.6K – – –
CMP
184
Coston McIsaac & Partners
Maine
$78K – – –
VWM
185
Vermillion Wealth Management
Minnesota
$60K +$386 +4 +0.6%
TPCW
186
TD Private Client Wealth
New York
$59.9K -$39.6K -411 -40%
EWM
187
Evermay Wealth Management
Virginia
$58K – – –
PA
188
Parallel Advisors
California
$45K – – –
GWP
189
Gen-Wealth Partners
Michigan
$42.9K – – –
ACA
190
Atlas Capital Advisors
Wyoming
$41.5K – – –
LFA
191
LGT Financial Advisors
Texas
$41K – – –
AA
192
Ancora Advisors
Ohio
$34.5K – – –
William Blair & Company
193
William Blair & Company
Illinois
$34K +$2.22K +23 +7%
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$33.3K – – –
BCMIO
195
Beacon Capital Management Inc (Ohio)
Ohio
$31.5K +$31.5K +327 New
RPA
196
Redwood Park Advisors
California
$29.2K +$289 +3 +1%
SWM
197
Spire Wealth Management
Virginia
$24.3K – – –
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$24K -$78.9K -825 -77%
CA
199
CoreCap Advisors
Michigan
$23.1K – – –
CIAS
200
Capital Investment Advisory Services
North Carolina
$22.3K +$193 +2 +0.9%
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8
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