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

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$278M
2
BlackRock
BlackRock
New York
$15.3M
3
CIA
Christian Investment Advisors
Texas
$0
4
QC
Quadrature Capital
United Kingdom
$0
5
Wells Fargo
Wells Fargo
California
$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$278M -$31.9M -330,359 -10%
Charles Schwab
2
Charles Schwab
California
$192M +$5.27M +54,646 +3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$65.6M +$11.3M +116,979 +21%
LPL Financial
4
LPL Financial
California
$47M +$27.4M +283,953 +139%
Wells Fargo
5
Wells Fargo
California
$45.1M -$3.98M -41,251 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$40.9M +$14.1M +146,570 +53%
State Street
7
State Street
Massachusetts
$39.7M +$39.7M +412,142 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$37.2M -$531K -5,510 -1%
Morgan Stanley
9
Morgan Stanley
New York
$33.4M +$3.48M +36,034 +12%
MSA
10
Mason Street Advisors
Wisconsin
$30.9M – – –
Bank of America
11
Bank of America
North Carolina
$26.9M -$672K -6,965 -2%
Millennium Management
12
Millennium Management
New York
$22.1M +$22.1M +229,596 New
UBS Group
13
UBS Group
Switzerland
$21.9M +$2.1M +21,744 +11%
Truist Financial
14
Truist Financial
North Carolina
$21.7M -$980K -10,162 -4%
AssetMark Inc
15
AssetMark Inc
California
$18.8M +$16.6M +172,025 +744%
BlackRock
16
BlackRock
New York
$15.3M -$21.5M -222,759 -58%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$14.4M +$14.4M +149,528 New
PAG
18
Private Advisor Group
New Jersey
$12.2M +$239K +2,475 +2%
PFM
19
Patton Fund Management
Texas
$11.8M -$352K -3,652 -3%
Creative Planning
20
Creative Planning
Kansas
$9.93M -$523K -5,420 -5%
FFC
21
Frederick Financial Consultants
Maryland
$9.41M +$785K +8,140 +9%
CA
22
Clearstead Advisors
Ohio
$8.06M +$3.63M +37,664 +82%
DIP
23
DT Investment Partners
Pennsylvania
$6.23M +$289K +2,998 +5%
Goldman Sachs
24
Goldman Sachs
New York
$6.22M -$1.11M -11,538 -15%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.8M +$66.1K +685 +1%
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