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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
CWM
151
Collaborative Wealth Management
Florida
$217K
MFGP
152
Marshall Financial Group (Pennsylvania)
Pennsylvania
$212K -$39.2K -393 -16%
NS
153
NBC Securities
Alabama
$211K +$213K +2,136 +106,800%
ES
154
Eagle Strategies
New York
$210K -$20.9K -209 -9%
BBA
155
BLB&B Advisors
Pennsylvania
$205K
FTUS
156
Flow Traders U.S.
New York
$205K +$206K +2,067 New
IWC
157
Integrated Wealth Concepts
Massachusetts
$204K -$8.19K -82 -4%
TSS
158
Two Sigma Securities
New York
$203K +$205K +2,052 New
CAMG
159
CWA Asset Management Group
Florida
$203K +$205K +2,051 New
TIAA Trust, National Association
160
TIAA Trust, National Association
North Carolina
$202K -$8.39K -84 -4%
HNB
161
Huntington National Bank
Ohio
$189K
BA
162
Bristlecone Advisors
Washington
$175K
S
163
Sachetta
Massachusetts
$171K -$8.69K -87 -5%
PTC
164
Private Trust Company
Ohio
$171K +$30K +300 +21%
Bessemer Group
165
Bessemer Group
New Jersey
$167K +$75.4K +755 +81%
MCM
166
MAI Capital Management
Ohio
$165K +$22K +220 +15%
FPB
167
First PREMIER Bank
South Dakota
$165K
SFCL
168
Strengthening Families & Communities LLC
Massachusetts
$164K +$998 +10 +0.6%
ACA
169
Aptus Capital Advisors
Alabama
$153K
SW
170
SVB Wealth
Massachusetts
$128K +$129K +1,293 New
PS
171
Principal Securities
Iowa
$122K
AC
172
AlphaCore Capital
California
$121K +$122K +1,225 New
MIM
173
MTM Investment Management
South Carolina
$118K -$9.98K -100 -8%
SPIA
174
Steward Partners Investment Advisory
New York
$113K +$69.5K +696 +157%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$107K +$99.8K +1,000 +1,316%

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.