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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

730 hedge funds and large institutions have $6.17B invested in Real Estate Select Sector SPDR Fund in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 274 increasing their positions, 276 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-25
Holders Change %
-3.31%
% of All Funds
9.91%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.19%
New
75
Increased
274
Reduced
276
Closed
80
Calls
$27.1M
Puts
$110M
Net Calls
-$82.9M
Net Calls Change
+$58.4M

Top Buyers

1
AOI
Auto-Owners Insurance
Michigan
+$421M
2
Creative Planning
Creative Planning
Kansas
+$108M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$70.5M
4
MAWA
Moss Adams Wealth Advisors
Washington
+$52.9M
5
CIA
Capital Investment Advisors
Georgia
+$47.4M

Top Sellers

1
MIH
Meitav Investment House
Israel
-$45.5M
2
Bank of America
Bank of America
North Carolina
-$25M
3
LPL Financial
LPL Financial
California
-$18.8M
4
Millennium Management
Millennium Management
New York
-$18.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
301
Visionary Wealth Advisors
Illinois
$1.03M -$136K -3,259 -12%
HHRDM
302
H&H Retirement Design & Management
Nevada
$1.02M -$3.29K -83 -0.3%
WAOTB
303
Wealth Advisors of Tampa Bay
Florida
$1.02M -$21.1K -505 -2%
WAAG
304
Wealth Alliance Advisory Group
Kansas
$1.02M +$1.02M +24,273 New
MFG
305
Magnus Financial Group
New York
$1.01M -$12.9K -308 -1%
XT
306
XTX Topco
Cayman Islands
$1M +$1M +23,999 New
JFG
307
Jefferies Financial Group
New York
$1M +$767K +18,318 +324%
IB
308
Iyo Bank
Japan
$992K +$992K +23,696 New
CWM
309
Cornerstone Wealth Management
Missouri
$963K -$53.7K -1,284 -5%
First Trust Advisors
310
First Trust Advisors
Illinois
$938K +$104K +2,483 +12%
SMWM
311
Silvia McColl Wealth Management
California
$935K +$30.9K +739 +3%
WAS
312
WESPAC Advisors SoCal
California
$934K -$21K -501 -2%
FAIM
313
Financial Advocates Investment Management
Washington
$929K -$4.61M -110,116 -83%
EAM
314
Eschler Asset Management
United Kingdom
$904K +$904K +21,605 New
JIR
315
James Investment Research
Ohio
$904K -$21.9K -523 -2%
WT
316
Whittier Trust
California
$898K -$155K -3,706 -15%
AWAP
317
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$889K +$87.5K +2,091 +11%
UFAC
318
Urban Financial Advisory Corp
Illinois
$876K +$82.6K +1,974 +10%
Marshall Wace
319
Marshall Wace
United Kingdom
$874K -$1.47M -35,016 -63%
TWA
320
Talisman Wealth Advisors
New Jersey
$871K +$47.6K +1,137 +6%
MGIA
321
Moneta Group Investment Advisors
Missouri
$868K -$79K -1,888 -8%
ARG
322
Advisory Resource Group
Oklahoma
$864K +$60.5K +1,445 +8%
CFP
323
Cascade Financial Partners
California
$843K -$192K -4,582 -19%
JHCP
324
Jackson Hole Capital Partners
Oklahoma
$838K +$15.3K +365 +2%
LSPW
325
Lake Street Private Wealth
Illinois
$837K +$24.5K +585 +3%
11 12
13
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