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State Street SPDR Dow Jones Global Real Estate ETF
RWO

209 hedge funds and large institutions have $831M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

1.11% more ownership

Funds ownership: 69.05% → 70.15% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% less funds holding

Funds holding: 210 → 209 (-1)

1% less capital invested

Capital invested by funds: $844M → $831M (-$12.6M)

33% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 90

Holders
209
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
60
Reduced
90
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OGF
Orin Green Financial
California
+$5.02M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.37M
3
VCM
Virtue Capital Management
Tennessee
+$2.07M
4
APW
Austin Private Wealth
Texas
+$1.56M
5
QC
Quent Capital
New York
+$1.45M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$6.17M
2
XF
XML Financial
Maryland
-$4.45M
3
Goldman Sachs
Goldman Sachs
New York
-$4.21M
4
BJL
Brighton Jones LLC
Washington
-$3.72M
5
Morgan Stanley
Morgan Stanley
New York
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
176
TS Financial Group (TSFG)
Illinois
$5K – – –
LI
177
LRI Investments
Florida
$4.71K – – –
IHWM
178
Iron Horse Wealth Management
Iowa
$4.63K -$655 -15 -12%
ACA
179
Aptus Capital Advisors
Alabama
$4.63K – – –
CTWM
180
Cherry Tree Wealth Management
Minnesota
$4.63K – – –
GWANC
181
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.63K – – –
FRA
182
Front Row Advisors
California
$4.5K – – –
LWMI
183
Legacy Wealth Management (Idaho)
Idaho
$4.19K – – –
AW
184
Avion Wealth
Texas
$4K – – –
TCOV
185
Trust Company of Vermont
Vermont
$3.84K +$3.84K +88 New
GSWM
186
Golden State Wealth Management
California
$3.8K -$2.75K -63 -42%
RIA
187
Realta Investment Advisors
Delaware
$3.62K – – –
TSMHT
188
Thurston Springer Miller Herd & Titak
Indiana
$3.14K – – –
NCM
189
Northwest Capital Management
Oregon
$3.1K – – –
CIAS
190
Capital Investment Advisory Services
North Carolina
$2.88K – – –
MMCM
191
Murphy & Mullick Capital Management
New York
$2.71K – – –
FDCP
192
Foster Dykema Cabot & Partners
Massachusetts
$2.31K – – –
SFC
193
SYM Financial Corp
Indiana
$2.27K – – –
PTC
194
Private Trust Company
Ohio
$2.1K -$2.18K -50 -51%
S
195
SignatureFD
Georgia
$2.08K +$44 +1 +2%
WWM
196
Wolff Wiese Magana
California
$1.75K – – –
RF
197
Rossby Financial
Florida
$1.72K +$1.75K +40 New
KFI
198
Key Financial Inc
Pennsylvania
$1.6K -$175 -4 -10%
SIS
199
Sound Income Strategies
Florida
$1.48K – – –
AAP
200
Arax Advisory Partners
Colorado
$1.4K +$1.4K +32 New
6 7
8
9 10

RWO Hedge Fund Activity: Q1 2025 in Review

209 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2025, worth a combined $831M — down 1.5% from $844M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RWO positions and 16 closed out — a net gain of 4 holders — while 60 added to existing stakes and 90 trimmed.

The largest buyer was Orin Green Financial, opening a new position worth an estimated $5.02M. The largest seller was Cerity Partners, cutting an estimated $6.17M.

  • 209 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2025, down from 210 in Q4 2024.
  • Funds reported $831M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2025, down 1.5% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2025 and 16 closed out, a net change of +4 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2025 was Orin Green Financial, an estimated $5.02M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2025 was Cerity Partners, an estimated $6.17M sold.

Based on aggregated 13F filings for Q1 2025.