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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
TPCW
176
TD Private Client Wealth
New York
$102K +$4.09K +41 +4%
IWP
177
IAG Wealth Partners
Wisconsin
$86.7K +$66.7K +668 +323%
HWA
178
HHM Wealth Advisors
Tennessee
$81.8K
CMP
179
Coston McIsaac & Partners
Maine
$80K
CWC
180
Carolinas Wealth Consulting
North Carolina
$79.3K
WF
181
Wayfinding Financial
Washington
$79K +$79.7K +798 New
MWA
182
Medallion Wealth Advisors
Connecticut
$78.3K +$6.69K +67 +9%
Citigroup
183
Citigroup
New York
$71.9K
RFS
184
Richardson Financial Services
Massachusetts
$71.8K -$29.6K -296 -29%
Jones Financial Companies
185
Jones Financial Companies
Missouri
$71.7K +$21.1K +211 +41%
VWM
186
Vermillion Wealth Management
Minnesota
$61.4K +$200 +2 +0.3%
EWM
187
Evermay Wealth Management
Virginia
$59.6K
LWANC
188
Laurel Wealth Advisors (North Carolina)
North Carolina
$46.3K
PA
189
Parallel Advisors
California
$46.3K +$46.6K +467 New
CT
190
Caldwell Trust
Florida
$44.6K +$30K +300 +200%
GWP
191
Gen-Wealth Partners
Michigan
$44.1K
ACA
192
Atlas Capital Advisors
Wyoming
$42.6K
LFA
193
LGT Financial Advisors
Texas
$42.1K +$32.4K +324 +321%
AA
194
Ancora Advisors
Ohio
$35.5K
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$34.2K
William Blair & Company
196
William Blair & Company
Illinois
$32.7K +$499 +5 +2%
RPA
197
Redwood Park Advisors
California
$29.7K
BF
198
BOK Financial
Oklahoma
$25.8K -$170K -1,699 -87%
SWM
199
Spire Wealth Management
Virginia
$25K
SIM
200
Synergy Investment Management
Florida
$24.1K -$4.79K -48 -16%

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.