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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
GT
101
Greenleaf Trust
Michigan
$478K
KFP
102
KMG Fiduciary Partners
Ohio
$476K -$12.6K -126 -3%
EWM
103
Empirical Wealth Management
Washington
$468K -$8.39K -84 -2%
AAS
104
Ameritas Advisory Services
Nebraska
$467K +$29K +290 +7%
IA
105
IFP Advisors
Florida
$459K +$70.9K +710 +18%
SCTC
106
Sanibel Captiva Trust Company
Florida
$456K +$12.5K +125 +3%
FCI
107
Financial Counselors Inc
Kansas
$451K -$101K -1,010 -18%
TPW
108
Transatlantique Private Wealth
New York
$446K
TC
109
Trilogy Capital
California
$443K -$1.79M -17,921 -80%
ATI
110
ARK & TLK Investments
Oklahoma
$443K
Franklin Resources
111
Franklin Resources
California
$441K
Stifel Financial
112
Stifel Financial
Missouri
$438K -$26.7K -267 -6%
OIA
113
OneDigital Investment Advisors
Kansas
$434K +$1.5K +15 +0.3%
BCM
114
BluePointe Capital Management
California
$432K +$125K +1,249 +40%
HSA
115
HBK Sorce Advisory
Pennsylvania
$421K -$20.5K -205 -5%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$408K +$11.5K +115 +3%
FFM
117
Forum Financial Management
Illinois
$400K
NHT
118
New Hampshire Trust
New Hampshire
$383K -$29.3K -293 -7%
MFT
119
Moisand Fitzgerald Tamayo
Florida
$374K -$2.4K -24 -0.6%
APW
120
Austin Private Wealth
Texas
$367K +$122K +1,217 +49%
SCM
121
SCS Capital Management
Massachusetts
$366K +$368K +3,690 New
FAT
122
First American Trust
California
$355K -$120K -1,198 -25%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$337K -$37.1K -372 -10%
CPIG
124
Chicago Partners Investment Group
Illinois
$335K +$2.1K +21 +0.6%
JWA
125
JFS Wealth Advisors
Pennsylvania
$333K +$699 +7 +0.2%

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.