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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
KFI
101
Key Financial Inc
Pennsylvania
$601K -$14.8K -154 -2%
LSA
102
Lion Street Advisors
Texas
$589K
KBFS
103
Kohmann Bosshard Financial Services
Ohio
$552K
Stifel Financial
104
Stifel Financial
Missouri
$545K +$119K +1,242 +28%
AG
105
Ascent Group
Virginia
$545K +$542K +5,648 New
SFP
106
Strategic Financial Partners
Oregon
$537K -$2.59K -27 -0.5%
BHBT
107
Burke & Herbert Bank & Trust
Virginia
$525K -$12K -125 -2%
AC
108
AWM Capital
Arizona
$516K -$59.7K -622 -10%
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$480K -$90.1K -939 -16%
IPWA
110
International Private Wealth Advisors
California
$470K +$468K +4,872 New
KFP
111
KMG Fiduciary Partners
Ohio
$469K +$5.09K +53 +1%
LFG
112
Lockerman Financial Group
California
$459K +$457K +4,756 New
UFAC
113
Urban Financial Advisory Corp
Illinois
$452K -$14.6K -152 -3%
SCTC
114
Sanibel Captiva Trust Company
Florida
$444K
EWM
115
Empirical Wealth Management
Washington
$441K -$14K -146 -3%
TPW
116
Transatlantique Private Wealth
New York
$434K
ATI
117
ARK & TLK Investments
Oklahoma
$431K
EWA
118
Exencial Wealth Advisors
Oklahoma
$427K -$61.9K -645 -13%
AAS
119
Ameritas Advisory Services
Nebraska
$423K -$31.5K -328 -7%
OIA
120
OneDigital Investment Advisors
Kansas
$421K -$1.44K -15 -0.3%
Franklin Resources
121
Franklin Resources
California
$419K -$9.79K -102 -2%
GT
122
Greenleaf Trust
Michigan
$394K -$71K -740 -15%
OWA
123
Outlook Wealth Advisors
Texas
$390K +$388K +4,044 New
Baird Financial Group
124
Baird Financial Group
Wisconsin
$390K -$6.91K -72 -2%
FFM
125
Forum Financial Management
Illinois
$389K

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.