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SPDR Dow Jones REIT ETF
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Overview Fund Activity

249 hedge funds and large institutions have $1.13B invested in SPDR Dow Jones REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 86 reducing their positions, and 28 closing their positions.

Holders
249
Holders Change
-10
Holders Change %
-3.86%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
69
Reduced
86
Closed
28
Calls
$218K
Puts
$307K
Net Calls
-$89K
Net Calls Change
+$1.65M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$55.8M
2
FFC
2
Frederick Financial Consultants
Maryland
$8.87M
3
Northern Trust
3
Northern Trust
Illinois
$318M
4
GWM
4
Geneos Wealth Management
Colorado
$7.4M
5
QC
5
Quadrature Capital
United Kingdom
$10.1M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$192M
2
Ameriprise
2
Ameriprise
Minnesota
$13.3M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$38.8M
4
PCM
4
Piedmont Capital Management
Montana
$0
5
FFO
5
Fiduciary Family Office
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$318M 3,212,122 +53,000 +2%
Charles Schwab
2
Charles Schwab
California
$192M 1,932,655 -595,678 -24%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$55.8M 562,767 +526,252 +1,441%
Wells Fargo
4
Wells Fargo
California
$50.4M 508,612 +3,303 +0.7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$38.8M 391,618 -347,124 -47%
BlackRock
6
BlackRock
New York
$37.8M 380,960 +27,881 +8%
MSA
7
Mason Street Advisors
Wisconsin
$31.8M 320,500 – –
Morgan Stanley
8
Morgan Stanley
New York
$30.8M 310,656 -37,979 -11%
Bank of America
9
Bank of America
North Carolina
$28.4M 286,107 -11,708 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$27.5M 277,017 -20,352 -7%
Truist Financial
11
Truist Financial
North Carolina
$23.3M 235,525 -394 -0.2%
UBS Group
12
UBS Group
Switzerland
$20.3M 204,961 +3,371 +2%
LPL Financial
13
LPL Financial
California
$20.2M 203,715 +1,962 +1%
Ameriprise
14
Ameriprise
Minnesota
$13.3M 56,009 -222,208 -80%
CIA
15
Christian Investment Advisors
Texas
$12.8M 123,353 +2,308 +2%
PFM
16
Patton Fund Management
Texas
$12.5M 126,086 -4,175 -3%
PAG
17
Private Advisor Group
New Jersey
$12.3M 124,433 +5,186 +4%
Creative Planning
18
Creative Planning
Kansas
$10.7M 108,399 -1,157 -1%
QC
19
Quadrature Capital
United Kingdom
$10.1M 102,018 +33,956 +50%
FFC
20
Frederick Financial Consultants
Maryland
$8.87M 89,476 +73,358 +455%
Goldman Sachs
21
Goldman Sachs
New York
$7.53M 76,006 -7,301 -9%
GWM
22
Geneos Wealth Management
Colorado
$7.4M 74,676 +49,704 +199%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$6.92M 69,820 -335 -0.5%
DIP
24
DT Investment Partners
Pennsylvania
$6.1M 61,579 -1,560 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.89M 59,403 +592 +1%
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