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State Street SPDR Dow Jones REIT ETF

250 hedge funds and large institutions have $1.13B invested in State Street SPDR Dow Jones REIT ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 261250 (-11)

5.79% less ownership

Funds ownership: 65.7%59.92% (-5.8%)

8% less capital invested

Capital invested by funds: $1.23B → $1.13B (-$98M)

17% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 86

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

29% less call options, than puts

Call options by funds: $218K | Put options by funds: $307K

Holders
250
Holders Change
-11
Holders Change %
-4.21%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
71
Reduced
86
Closed
29
Calls
$218K
Puts
$307K
Net Calls
-$89K
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
N
251
Natixis
France
$99
RCM
252
Raleigh Capital Management
North Carolina
$9 -$13.3K -133 Closed
PCMM
253
Piedmont Capital Management (Montana)
Montana
-$10.9M -111,512 Closed
FFO
254
Fiduciary Family Office
Florida
-$10.6M -106,832 Closed
NHFG
255
New Harbor Financial Group
Massachusetts
-$10.6M -106,832 Closed
AAS
256
Avantax Advisory Services
Texas
-$1.61M -16,303 Closed
GLA
257
Great Lakes Advisors
Illinois
-$1.32M -13,363 Closed
SOS
258
Silver Oak Securities
Tennessee
-$957K -9,781 Closed
CCM
259
Canal Capital Management
Virginia
-$653K -6,605 Closed
RFA
260
RTD Financial Advisors
Pennsylvania
-$337K -3,406 Closed
IAN
261
Integrated Advisors Network
Texas
-$301K -3,047 Closed
Envestnet Portfolio Solutions
262
Envestnet Portfolio Solutions
Illinois
-$258K -2,607 Closed
CIA
263
Compass Ion Advisors
Pennsylvania
-$254K -2,570 Closed
B
264
Bensler
Washington
-$248K -2,504 Closed
Pictet Asset Management
265
Pictet Asset Management
Switzerland
-$237K -2,400 Closed
Principal Financial Group
266
Principal Financial Group
Iowa
-$225K -2,274 Closed
MW
267
Marcum Wealth
Ohio
-$223K -2,252 Closed
FSA
268
Financial Services Advisory
Maryland
-$206K -2,080 Closed
VWM
269
Venturi Wealth Management
Texas
-$188K -1,900 Closed
BA
270
Bellwether Advisors
Nebraska
-$110K -1,109 Closed
CFGS
271
Concourse Financial Group Securities
Alabama
-$25.8K -261 Closed
AWM
272
Avior Wealth Management
Nebraska
-$8.48K -85 Closed
RFG
273
REAP Financial Group
Texas
-$3.93K -40 Closed
MCM
274
Mainstream Capital Management
California
-$2.57K -26 Closed
CFD
275
Creative Financial Designs
Indiana
-$1.58K -16 Closed

RWR Hedge Fund Activity: Q1 2025 in Review

250 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2025, worth a combined $1.13B — down 8% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RWR and 21 opened new positions — a net loss of 8 holders — while 86 trimmed existing stakes and 71 added.

The largest buyer was JP Morgan Chase, adding an estimated $52.5M. The largest seller was Charles Schwab, cutting an estimated $59.5M.

  • 250 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2025, down from 261 in Q4 2024.
  • Funds reported $1.13B of State Street SPDR Dow Jones REIT ETF stock for Q1 2025, down 8% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2025 and 29 closed out, a net change of -8 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $52.5M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2025 was Charles Schwab, an estimated $59.5M sold.

Based on aggregated 13F filings for Q1 2025.