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State Street SPDR Dow Jones REIT ETF

245 hedge funds and large institutions have $1.13B invested in State Street SPDR Dow Jones REIT ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% more ownership

Funds ownership: 59.14%60.12% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 254245 (-9)

6% less capital invested

Capital invested by funds: $1.19B → $1.13B (-$68.9M)

21% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.42M

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

34% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 91

Holders
245
Holders Change
-9
Holders Change %
-3.54%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
60
Reduced
91
Closed
32
Calls
$1.12M
Puts
$1.42M
Net Calls
-$301K
Net Calls Change
+$741K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$260M -$28.8M -293,027 -10%
Charles Schwab
2
Charles Schwab
California
$210M +$10.4M +105,666 +5%
JP Morgan Chase
3
JP Morgan Chase
New York
$67.7M -$498K -5,072 -0.7%
Wells Fargo
4
Wells Fargo
California
$44.8M -$2.05M -20,852 -4%
Millennium Management
5
Millennium Management
New York
$38.9M +$15.5M +158,152 +69%
MSA
6
Mason Street Advisors
Wisconsin
$35.7M +$3.47M +35,305 +11%
Morgan Stanley
7
Morgan Stanley
New York
$34.2M -$528K -5,380 -2%
LPL Financial
8
LPL Financial
California
$32M -$16.5M -168,289 -35%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$29M -$9.53M -97,084 -25%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$28.4M -$13.8M -140,766 -33%
Bank of America
11
Bank of America
North Carolina
$27.4M -$586K -5,965 -2%
Truist Financial
12
Truist Financial
North Carolina
$22.8M +$232K +2,365 +1%
UBS Group
13
UBS Group
Switzerland
$22.3M -$435K -4,434 -2%
BlackRock
14
BlackRock
New York
$20.7M +$4.76M +48,458 +31%
PAG
15
Private Advisor Group
New Jersey
$13.2M +$431K +4,390 +3%
PFM
16
Patton Fund Management
Texas
$12.1M -$144K -1,469 -1%
CAI
17
Capital Advisors Inc
Oklahoma
$11.9M +$11.6M +118,311 New
FFC
18
Frederick Financial Consultants
Maryland
$10.3M +$472K +4,810 +5%
Creative Planning
19
Creative Planning
Kansas
$10.1M -$216K -2,198 -2%
ECM
20
Evergreen Capital Management
Washington
$9.65M +$4.94M +50,276 +109%
CA
21
Clearstead Advisors
Ohio
$7.86M -$519K -5,287 -6%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$7.05M +$2.48M +25,270 +56%
DIP
23
DT Investment Partners
Pennsylvania
$7.02M +$537K +5,465 +8%
Goldman Sachs
24
Goldman Sachs
New York
$6.12M -$343K -3,489 -5%
GWM
25
Geneos Wealth Management
Colorado
$5.86M +$381K +3,879 +7%

RWR Hedge Fund Activity: Q3 2025 in Review

245 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2025, worth a combined $1.13B — down 5.8% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of RWR and 24 opened new positions — a net loss of 8 holders — while 91 trimmed existing stakes and 60 added.

The largest buyer was Millennium Management, adding an estimated $15.5M. The largest seller was State Street, cutting an estimated $36.9M.

  • 245 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2025, down from 254 in Q2 2025.
  • Funds reported $1.13B of State Street SPDR Dow Jones REIT ETF stock for Q3 2025, down 5.8% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2025 and 32 closed out, a net change of -8 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2025 was Millennium Management, an estimated $15.5M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2025 was State Street, an estimated $36.9M sold.

Based on aggregated 13F filings for Q3 2025.