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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
CFG
26
Citizens Financial Group
Rhode Island
$5.08M -$389K -3,897 -7%
CA
27
Clearstead Advisors
Ohio
$4.56M +$92.2K +923 +2%
ECM
28
Evergreen Capital Management
Washington
$4.35M +$5.59K +56 +0.1%
MML Investors Services
29
MML Investors Services
Massachusetts
$4.29M -$2.93M -29,309 -40%
Citadel Advisors
30
Citadel Advisors
Florida
$3.94M +$681K +6,819 +21%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$3.87M +$939K +9,408 +32%
Raymond James Financial
32
Raymond James Financial
Florida
$3.79M -$1.23M -12,323 -24%
FWP
33
Falcon Wealth Planning
California
$3.56M -$477K -4,782 -12%
R
34
Rebalance
California
$3.47M +$13.6K +136 +0.4%
Osaic Holdings
35
Osaic Holdings
Arizona
$3.21M -$469K -4,701 -13%
SIM
36
Strategic Investment Management
Virginia
$3.02M
SMC
37
Smith, Moore & Co
Missouri
$2.83M +$12.8K +128 +0.5%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.67M +$23.4K +234 +0.9%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$2.54M -$118K -1,181 -4%
AWM
40
Adams Wealth Management
Utah
$2.52M -$2.4M -24,005 -49%
CI
41
CacheTech Inc
Utah
$2.52M -$2.4M -24,005 -49%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$2.39M -$26.1K -261 -1%
AssetMark Inc
43
AssetMark Inc
California
$2.29M -$373K -3,734 -14%
PFM
44
Phillips Financial Management
Indiana
$2.17M -$74.6K -747 -3%
AFA
45
American Financial Advisors
Georgia
$1.95M -$50K -501 -2%
NRI
46
NFP Retirement Inc
California
$1.91M +$1.92M +19,227 New
CHC
47
City Holding Co
West Virginia
$1.85M +$79.4K +795 +4%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$1.83M -$1.26M -12,581 -41%
Cerity Partners
49
Cerity Partners
New York
$1.81M +$83.8K +839 +5%
KAS
50
Kestra Advisory Services
Texas
$1.8M -$91.2K -913 -5%

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.