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RWOState Street SPDR Dow Jones Global Real Estate ETF

Grow my money18y track recordRanked #685 of 2,999 in this goal

Tracks the total return performance of the Dow Jones Global Select Real Estate Securities Index.

By State Street Investment Management · Launched 2008

Annual Cost

0.50%

#2,667 of 5,861 · average

Fund Size

$1.3B

#1,015 of 5,861 · large

Return (1Y)Goal

+20.0%

Track Record

18 years

#589 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,602+16.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Focus

Real Assets

Index tracked

Dow Jones Global Select Real Estate Securities Index

What it actually holds

By weight

Concentration

Top 10 holdings = 43.2% of fundmoderately concentrated

Welltower Inc
8.9%
Prologis Inc
7.9%
Equinix Inc
6.2%
Simon Property Group Inc
3.9%
Digital Realty Trust Inc
3.7%
Realty Income Corp
3.6%
Public Storage
2.8%
Ventas Inc
2.5%
Mitsui Fudosan Co Ltd
1.9%
Extra Space Storage Inc
1.8%

Asset allocation

Stocks
99.3%
Cash
0.3%
Other
0.3%

By sector

Real Estate
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.1%Moderate

Year-on-year price swings

Max drawdown
-43.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.44Below average
Sortino (3Y)
0.63Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the total return performance of the Dow Jones Global Select Real Estate Securities Index.
Strategy
Employs a sampling strategy to track the Dow Jones Global Select Real Estate Securities Index, investing primarily in global real estate securities. The Fund may hold securities from various countries, including the U.S., and may use futures contracts for performance management.
Inception date
May 7, 2008
Fund family
State Street Investment Management

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Data updated on 2026-08-04