XLRE icon

Real Estate Select Sector SPDR Fund

704 hedge funds and large institutions have $5.76B invested in Real Estate Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 256 increasing their positions, 272 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
-26
Holders Change %
-3.56%
% of All Funds
9.44%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
69
Increased
256
Reduced
272
Closed
79
Calls
$20.2M
Puts
$81.2M
Net Calls
-$61M
Net Calls Change
+$21.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Nova Scotia
301
Bank of Nova Scotia
Ontario, Canada
$852K -$265K -6,410 -24%
JHCP
302
Jackson Hole Capital Partners
Oklahoma
$850K +$20.1K +486 +2%
LSPW
303
Lake Street Private Wealth
Illinois
$838K +$9.32K +225 +1%
MGIA
304
Moneta Group Investment Advisors
Missouri
$833K -$26.4K -638 -3%
WA
305
Waverly Advisors
Alabama
$823K -$2.73M -65,972 -77%
OWM
306
Olympus Wealth Management
Utah
$821K -$272K -6,565 -25%
P
307
&Partners
Tennessee
$810K +$102K +2,487 +14%
KFS
308
Kaizen Financial Strategies
California
$792K -$16.2K -390 -2%
CIAS
309
Capital Investment Advisory Services
North Carolina
$790K +$81.7K +1,972 +12%
WT
310
Whittier Trust
California
$788K -$100K -2,418 -11%
Fidelity International
311
Fidelity International
Bermuda
$777K +$43.8K +1,057 +6%
CW
312
Channel Wealth
California
$776K -$509K -12,277 -40%
PTC
313
Private Trust Company
Ohio
$770K +$20.5K +494 +3%
OFS
314
Orrstown Financial Services
Pennsylvania
$767K +$115K +2,778 +18%
CWM
315
Chesapeake Wealth Management
Virginia
$764K -$42.1K -1,016 -5%
SF
316
Summit Financial
New Jersey
$761K -$2.53M -61,023 -77%
Betterment LLC
317
Betterment LLC
New York
$754K +$298K +7,200 +65%
CAM
318
Carret Asset Management
New York
$750K -$4.14K -100 -0.5%
CFP
319
Cascade Financial Partners
California
$750K -$84.7K -2,044 -10%
SPIA
320
Steward Partners Investment Advisory
New York
$749K +$58K +1,401 +8%
LWM
321
LongView Wealth Management
Georgia
$748K +$3.23K +78 +0.4%
AWA
322
Arkadios Wealth Advisors
Georgia
$747K -$37.6K -908 -5%
1WM
323
1900 Wealth Management
Texas
$742K
PBK
324
Peoples Bank (Kansas)
Kansas
$737K +$7.04K +170 +1%
MC
325
Martin & Co
Tennessee
$734K -$9.86K -238 -1%