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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
SWIM
51
Smallwood Wealth Investment Management
New Jersey
$1.77M +$41K +411 +2%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$1.7M +$666K +6,666 +63%
SS
53
SBI Securities
Japan
$1.66M +$112K +1,122 +7%
OFG
54
Omega Financial Group
California
$1.57M +$9.39K +94 +0.6%
M&T Bank
55
M&T Bank
New York
$1.46M
MWP
56
Moller Wealth Partners
$1.41M -$998 -10 -0.1%
AW
57
Avion Wealth
Texas
$1.38M
Bank of New York Mellon
58
Bank of New York Mellon
New York
$1.33M -$348K -3,484 -21%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.26M +$232K +2,327 +22%
SCA
60
Snowden Capital Advisors
New York
$1.22M -$228K -2,287 -16%
AB
61
Atlas Brown
Kentucky
$1.21M +$499 +5 +0%
DTC
62
Davidson Trust Company
Washington
$1.19M
DC
63
Destiny Capital
Colorado
$1.16M -$51.8K -519 -4%
OPCM
64
Osborne Partners Capital Management
California
$1.08M -$165K -1,655 -13%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.06M -$3.58M -35,892 -77%
Mariner
66
Mariner
Kansas
$1.06M +$31.8K +318 +3%
SC
67
Savant Capital
Illinois
$1.01M -$15.2K -152 -1%
VA
68
Valmark Advisers
Ohio
$1.01M -$33.1K -332 -3%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$966K +$39.8K +399 +4%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$954K +$53.6K +537 +6%
PAS
71
Park Avenue Securities
New York
$941K -$149K -1,488 -14%
Brown Advisory
72
Brown Advisory
Maryland
$897K -$30K -300 -3%
GC
73
Gibson Capital
Pennsylvania
$892K
US Bancorp
74
US Bancorp
Minnesota
$870K -$68.4K -685 -7%
Corient Private Wealth
75
Corient Private Wealth
Florida
$861K +$799 +8 +0.1%

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.