RWR

SPDR Dow Jones REIT ETF

DJ Wilshire REIT ETF is an exchange-traded fund incorporated in the USA. The Fund's objective seeks to replicate as closely as possible, before expenses, the performance of the Wilshire REIT Index.


US

EQUITY

Passive

MANAGEMENT STYLE

2.0 B

ASSETS UNDER MGMT

25 bp

EXPENSES
Fund Basics
Fund sponsorSSGA Funds Management Inc
CategoryUS
Asset classEquity
Websitelink...
Inception dateApr 23, 2001
Assets (mns)$2,023
Expense ratio25 bp
CurrencyUSD
Sector Breakdown
Fund Structure
RegulationOpen-Ended Fund
DistributionsQuarterly
Taxation1099
Stock selectionMarket Cap
WeightingMarket Cap
Holdings TransparencyFull
Derivatives-basedNo
Options availableYes
Currency hedgedNo
Fund of fundsNo
Top 10 Holdings Complete list  + 
PROLOGIS INC 9.5 %
WELLTOWER, INC. 9.2 %
SIMON PROPERTY GROUP INC 4.6 %
REALTY INCOME CORP 4.5 %
DIGITAL REALTY TRUST INC 4.4 %
PUBLIC STORAGE 4.4 %
EQUINIX INC 4.0 %
EXTRA SPACE STORAGE INC 3.3 %
AVALONBAY COMMUNITIES INC 3.1 %
VENTAS INC 3.0 %
Constituent Breakdown
Number of holdings99
Herfindahl-Hirschman Index 349
Wgt avg mkt cap (mns)$38,359
Large cap (>$10bn)74.6%
Mid cap ($2-10bn)19.3%
Small cap (<$2bn)3.2%
Developed mkts.96.4%
Emerging mkts.0.0%
Country Exposure
UNITED STATES 97.2 %
Historical Performance


Standardized Performance (as of 06/30/2025)
 YTD1 YR2 YR3 YR5 YR10 YR20 YRIncep.
Price Returns -2.4% 3.6% 3.3% 0.5% 4.3% 1.3% 1.9% 4.0%
Dividend Yield 0.6% 3.0% 3.5% 3.6% 3.7% 3.7% 3.9% 4.1%
Total Returns -1.8% 6.6% 6.8% 4.1% 8.0% 5.1% 5.8% 8.2%
Ann. Volatility 21.6% 18.5% 18.4% 20.1% 20.2% 21.8% 30.3% 28.4%
Market Correlations
versus...BetaR-squared
S&P 5001.0873%
MSCI EAFE1.0066%
MSCI Emg Mkts0.7640%
Liquidity Measures
Avg. volume (000)251
ADV traded (mns)$24
Turnover1.2%
Avg. Bid/Ask (% of price)0.04%
Technical Indicators
Recent close$97.56
30d moving avg.$97.25
Annualized volatility20.2%
Relative strength (RSI)51
Short interest1.5%
Distributions
Assets Under Management (mns)

Money Flows (mns)

Short Interest (as % of shares outstanding)

Long Money Flows (mns)

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Risk and Returns: vs. Comps (1 YR)

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Results & Estimates
  2020 2021 2022 2023 2024 2025 2026  
Sales per share -- -- -- -- -- -- --
  change (%) -- -- -- -- -- -- --
Earnings per share -- -- -- -- -- -- --
  change (%) -- -- -- -- -- -- --
Dividends per share -- -- -- -- -- -- --
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Book value per share -- -- -- -- -- -- --
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Return on Equity
Net Margins

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Valuation Metrics
  Fwd Est 2024 2025 2026
Price-to-sales --x --x --x --x
Price-to-earnings --x --x --x --x
Price-to-cash flow --x --x --x --x
Price-to-growth --x --x --x --x
Price-to-book value --x --x --x --x
Yield --% --% --x --%
Based on closing prices from 7/6/2025
Historical Valuation Trends Sample data. Subscribe for access.

SHOWING:
Price-to-Earnings



Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.

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ETF Research Center Rating

SPECULATIVE

Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™

RWR

7.7%

Cat. Avg

5.7%


ALTAR Score™ Calculation

Category Overview
There are 965 funds in the US Equity category, with an average ALTAR Score™ of 5.7% and a standard deviation of 2.3%. RWR's ALTAR Score™ is approximately 0.9 standard deviations above the category average. This places RWR in the 80th percentile among funds in the category.
Sell Side Consensus Rating

Sell-side recommendations on the ETF's individual constituents

RWR
Peer Average
SELL
U/W
HOLD
O/W
BUY
Factor Scorecard

SIZE
VALUE
YIELD
MOMENTUM
VOLATILITY
QUALITY
Expense Analysis

Peer Group Passive
US Equity ETFs
# of ETFs 192
Avg. Expense Ratio 31.0 bp
Std. Deviation 25.7 bp
(25 bp) Percentile rank 41
Peer Group Expense Ratio Distribution


Total Cost of Ownership (TCO) Comparison
Expense (bp)
(A)
Avg. Bid/Ask (bp)
(B)
TCO (bp)
(A)+(B)
RWR 25.0 0.0 25
Peer Avg. 27.4 6.4 33.8
  For a detailed cost analysis of this and any other ETF use the TCO Comparison Tool .