State Street® SPDR® Dow Jones® REIT ETF

What this fund is

State Street® SPDR® Dow Jones® REIT ETF is an exchange-traded fund (ETF) from SPDR, traded under the ticker RWR (ISIN US78464A6073). It lets you buy a basket of holdings in a single trade, spreading your money across them rather than one company. In plain terms it is about owning listed property companies (REITs), which earn rent from buildings and usually pass much of it on to investors, spread across its target market. It follows the Dow Jones U.S. Select REIT Capped Index index (passive investing): it tracks the market rather than relying on a manager, keeping running costs down, and its largest holdings include WELLTOWER INC, PROLOGIS INC and SIMON PROPERTY GROUP INC.

It holds around 101 positions (the ten largest ≈ 51.6%), spreading risk so no single holding decides your outcome. Its heaviest sectors are ~81.4% Real Estate and ~6.3% Corporate. It is typically held as a diversifier — a slice that behaves differently from mainstream shares — rather than as a portfolio's main engine. Its ongoing charge (TER) is 0.25% a year — about €25 a year on a €10,000 holding, taken automatically from the fund. It holds the underlying investments directly (physical replication); it is domiciled in the United States and trades in USD.

Its price has swung about 13.9% over the past year, which describes how much its price tends to move rather than whether it is good. It launched in 2001. Like any investment, it can lose value as well as gain, and what it did before does not predict what it will do next. (Fund data sourced from SPDR.)