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State Street SPDR Dow Jones REIT ETF

254 hedge funds and large institutions have $1.19B invested in State Street SPDR Dow Jones REIT ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

5% more capital invested

Capital invested by funds: $1.13B → $1.19B (+$61.4M)

2% more funds holding

Funds holding: 250254 (+4)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

0.77% less ownership

Funds ownership: 59.92%59.14% (-0.77%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.04M

Holders
254
Holders Change
+4
Holders Change %
+1.6%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
72
Reduced
72
Closed
29
Calls
Puts
$1.04M
Net Calls
-$1.04M
Net Calls Change
-$953K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$5.26M -$1.93M -20,108 -27%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.76M +$2.15M +22,406 +83%
Ameriprise
28
Ameriprise
Minnesota
$4.75M -$646K -6,727 -12%
APW
29
Austin Private Wealth
Texas
$4.73M +$4.36M +45,378 +1,227%
CFG
30
Citizens Financial Group
Rhode Island
$4.63M -$315K -3,281 -6%
ECM
31
Evergreen Capital Management
Washington
$4.43M +$196K +2,039 +5%
MML Investors Services
32
MML Investors Services
Massachusetts
$4.41M +$229K +2,390 +6%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$4.34M -$2.38M -24,822 -36%
PAS
34
Park Avenue Securities
New York
$4.18M +$3.25M +33,879 +357%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$4.06M +$2.39M +24,914 +145%
Raymond James Financial
36
Raymond James Financial
Florida
$3.65M -$42.3K -441 -1%
NA
37
NewEdge Advisors
Louisiana
$3.56M +$2.84M +29,585 +401%
Osaic Holdings
38
Osaic Holdings
Arizona
$3.31M +$174K +1,814 +6%
APC
39
Aspire Private Capital
North Carolina
$3.13M +$3.12M +32,467 New
FWP
40
Falcon Wealth Planning
California
$3.1M -$368K -3,831 -11%
LWMI
41
Landmark Wealth Management (Illinois)
Illinois
$2.81M +$2.8M +29,170 New
SMC
42
Smith, Moore & Co
Missouri
$2.75M +$2.59K +27 +0.1%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$2.69M -$1.08M -11,218 -29%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$2.45M -$27K -281 -1%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$2.45M +$1.51M +15,727 +163%
HighTower Advisors
46
HighTower Advisors
Illinois
$2.4M +$1.17M +12,153 +96%
NRI
47
NFP Retirement Inc
California
$2.39M +$536K +5,589 +29%
AWM
48
Adams Wealth Management
Utah
$2.37M -$80.4K -838 -3%
CI
49
CacheTech Inc
Utah
$2.37M -$80.4K -838 -3%
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$2.22M -$104K -1,085 -4%

RWR Hedge Fund Activity: Q2 2025 in Review

254 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2025, worth a combined $1.19B — up 5.4% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RWR positions and 29 closed out — a net gain of 7 holders — while 72 added to existing stakes and 72 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $39.6M. The largest seller was Northern Trust, cutting an estimated $31.7M.

  • 254 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2025, up from 250 in Q1 2025.
  • Funds reported $1.19B of State Street SPDR Dow Jones REIT ETF stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2025 and 29 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2025 was State Street, an estimated $39.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2025 was Northern Trust, an estimated $31.7M sold.

Based on aggregated 13F filings for Q2 2025.