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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
Northern Trust
1
Northern Trust
Illinois
$235M -$19.6M -190,243 -8%
Charles Schwab
2
Charles Schwab
California
$233M +$10.4M +100,470 +5%
LPL Financial
3
LPL Financial
California
$44.8M +$434K +4,206 +1%
Wells Fargo
4
Wells Fargo
California
$44.7M +$12K +116 +0%
Millennium Management
5
Millennium Management
New York
$38.4M -$5.4M -52,341 -12%
Morgan Stanley
6
Morgan Stanley
New York
$37.7M +$2.92M +28,309 +8%
MSA
7
Mason Street Advisors
Wisconsin
$35.2M -$1.84M -17,880 -5%
Two Sigma Investments
8
Two Sigma Investments
New York
$33.9M +$8.49M +82,400 +33%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$33.2M -$446K -4,326 -1%
UBS Group
10
UBS Group
Switzerland
$31.4M +$9.66M +93,761 +43%
JP Morgan Chase
11
JP Morgan Chase
New York
$29.7M +$26.4M +255,805 +609%
Bank of America
12
Bank of America
North Carolina
$28.2M -$1.88M -18,230 -6%
Ameriprise
13
Ameriprise
Minnesota
$23.8M +$1.74M +16,908 +8%
MWM
14
McMill Wealth Management
Nebraska
$23.5M +$31.6M +306,668 New
Truist Financial
15
Truist Financial
North Carolina
$22M -$602K -5,839 -3%
BlackRock
16
BlackRock
New York
$18M -$4.13M -40,039 -18%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$14.6M -$133K -1,293 -0.9%
PAG
18
Private Advisor Group
New Jersey
$14.1M +$250K +2,422 +2%
PCMM
19
Piedmont Capital Management (Montana)
Montana
$13.6M +$13.6M +132,183 New
PFM
20
Patton Fund Management
Texas
$11.6M -$400K -3,884 -3%
ECM
21
Evergreen Capital Management
Washington
$10.8M +$750K +7,275 +7%
FFC
22
Frederick Financial Consultants
Maryland
$10.8M +$177K +1,720 +2%
Creative Planning
23
Creative Planning
Kansas
$9.63M -$505K -4,900 -5%
SCA
24
St. Clair Advisors
Ohio
$8.93M -$4.21M -40,807 -32%
TRCT
25
Tower Research Capital (TRC)
New York
$7.38M +$7.53M +73,045 New