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State Street Real Estate Select Sector SPDR ETF

750 hedge funds and large institutions have $5.73B invested in State Street Real Estate Select Sector SPDR ETF in 2026 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 298 increasing their positions, 236 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 816 (+8)

26% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 236

0.81% more ownership

Funds ownership: 78.62%79.44% (+0.81%)

3% less capital invested

Capital invested by funds: $5.9B → $5.73B (-$172M)

7% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 96

3% less funds holding

Funds holding: 774750 (-24)

17% less call options, than puts

Call options by funds: $38.3M | Put options by funds: $45.9M

Holders
750
Holders Change
-24
Holders Change %
-3.1%
% of All Funds
9.24%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
89
Increased
298
Reduced
236
Closed
96
Calls
$38.3M
Puts
$45.9M
Net Calls
-$7.57M
Net Calls Change
+$70.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.96B +$145M +3,468,550 +8%
Morgan Stanley
2
Morgan Stanley
New York
$298M +$34.3M +817,339 +13%
Bank of America
3
Bank of America
North Carolina
$293M -$531M -12,675,013 -64%
JP Morgan Chase
4
JP Morgan Chase
New York
$232M +$233M +5,559,995 +2,651%
LPL Financial
5
LPL Financial
California
$168M +$4.59M +109,443 +3%
Wells Fargo
6
Wells Fargo
California
$163M +$4.61M +110,043 +3%
CCWM
7
Cassaday & Co Wealth Management
Virginia
$136M +$2.21M +52,739 +2%
Two Sigma Investments
8
Two Sigma Investments
New York
$112M -$126M -3,004,200 -52%
UBS Group
9
UBS Group
Switzerland
$83.9M +$23.6M +563,443 +38%
CIA
10
Capital Investment Advisors
Georgia
$65.3M +$4.85M +115,764 +8%
MAWA
11
Moss Adams Wealth Advisors
Washington
$64.9M +$2.94M +70,032 +5%
Ameriprise
12
Ameriprise
Minnesota
$64.2M -$31.6M -754,769 -32%
AA
13
ALPS Advisors
Colorado
$58.3M +$4.84M +115,535 +9%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$56.1M +$3.34M +79,673 +6%
AFI
15
American Family Investments
Wisconsin
$55.8M +$57.3M +1,367,087 New
Baird Financial Group
16
Baird Financial Group
Wisconsin
$52.6M -$276K -6,582 -0.5%
Victory Capital Management
17
Victory Capital Management
Texas
$49.9M +$1.09M +26,035 +2%
Raymond James Financial
18
Raymond James Financial
Florida
$48.3M -$2.05M -48,937 -4%
PF
19
Phoenix Financial
Israel
$43.4M
PPW
20
Parcion Private Wealth
Washington
$42.9M +$44M +1,050,724 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$42.1M +$25.1M +598,656 +139%
AA
22
Advisory Alpha
Michigan
$37.5M -$5.84M -139,227 -13%
PCH
23
PGIM Custom Harvest
New Jersey
$32M +$3.45M +82,359 +12%
AOI
24
Auto-Owners Insurance
Michigan
$31.3M
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$29.4M +$12.3M +292,889 +69%