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State Street SPDR Dow Jones REIT ETF

250 hedge funds and large institutions have $1.2B invested in State Street SPDR Dow Jones REIT ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

11.13% more ownership

Funds ownership: 60.12%71.26% (+11%)

6% more capital invested

Capital invested by funds: $1.13B → $1.2B (+$72.1M)

2% more funds holding

Funds holding: 245250 (+5)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $393K

Holders
250
Holders Change
+5
Holders Change %
+2.04%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
34
Increased
81
Reduced
66
Closed
24
Calls
Puts
$393K
Net Calls
-$393K
Net Calls Change
-$92K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$248M -$6.68M -67,096 -3%
Charles Schwab
2
Charles Schwab
California
$216M +$11M +110,318 +5%
Citigroup
3
Citigroup
New York
$88M +$89.1M +894,345 +79,568%
Wells Fargo
4
Wells Fargo
California
$43.5M -$370K -3,717 -0.8%
LPL Financial
5
LPL Financial
California
$43.2M +$12M +120,601 +38%
Millennium Management
6
Millennium Management
New York
$42.5M +$4.52M +45,331 +12%
MSA
7
Mason Street Advisors
Wisconsin
$36M +$1.07M +10,750 +3%
Morgan Stanley
8
Morgan Stanley
New York
$33.9M +$417K +4,189 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$32.7M +$4.99M +50,113 +18%
Bank of America
10
Bank of America
North Carolina
$29.3M +$2.46M +24,739 +9%
Two Sigma Investments
11
Two Sigma Investments
New York
$24.9M +$25.3M +253,500 New
Truist Financial
12
Truist Financial
North Carolina
$22M -$390K -3,913 -2%
BlackRock
13
BlackRock
New York
$21.5M +$1.2M +12,015 +6%
UBS Group
14
UBS Group
Switzerland
$21.3M -$539K -5,408 -2%
Ameriprise
15
Ameriprise
Minnesota
$21.2M +$17.2M +172,457 +362%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$14.3M -$14.3M -143,170 -50%
PAG
17
Private Advisor Group
New Jersey
$13.5M +$587K +5,894 +4%
SCA
18
St. Clair Advisors
Ohio
$12.7M +$12.9M +129,257 New
PFM
19
Patton Fund Management
Texas
$11.6M -$260K -2,606 -2%
CAI
20
Capital Advisors Inc
Oklahoma
$11.5M -$121K -1,215 -1%
FFC
21
Frederick Financial Consultants
Maryland
$10.4M +$314K +3,149 +3%
Creative Planning
22
Creative Planning
Kansas
$9.85M -$53.4K -536 -0.5%
ECM
23
Evergreen Capital Management
Washington
$9.83M +$389K +3,908 +4%
DIP
24
DT Investment Partners
Pennsylvania
$6.96M +$85.5K +858 +1%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$6.86M -$40.9K -411 -0.6%