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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 %
SSWM
326
Sheets Smith Wealth Management
North Carolina
$828K -$1K -24 -0.1%
PS
327
Principal Securities
Iowa
$819K – – –
KFS
328
Kaizen Financial Strategies
California
$816K +$51.1K +1,222 +7%
CWM
329
Chesapeake Wealth Management
Virginia
$814K +$104K +2,478 +15%
Bank of New York Mellon
330
Bank of New York Mellon
New York
$813K -$3.47K -83 -0.4%
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$797K -$13.2M -303,247 -94%
3AM
332
3EDGE Asset Management
Florida
$793K +$259K +6,247 +48%
AWA
333
Arkadios Wealth Advisors
Georgia
$792K -$50.3K -1,202 -6%
PPA
334
Pilgrim Partners Asia
Singapore
$791K +$268K +6,400 +51%
PGFC
335
Peapack-Gladstone Financial Corp
New Jersey
$785K +$391K +9,336 +99%
FIM
336
Freedom Investment Management
Connecticut
$784K -$83.8K -2,002 -10%
TC
337
Trust Company
Kansas
$779K -$553K -13,219 -42%
SSA
338
Sierra Summit Advisors
Nevada
$772K +$26.6K +636 +4%
CAM
339
Carret Asset Management
New York
$762K -$35.6K -850 -4%
Envestnet Portfolio Solutions
340
Envestnet Portfolio Solutions
Illinois
$760K +$15.2K +362 +2%
PTC
341
Private Trust Company
Ohio
$758K -$115K -2,746 -13%
LWM
342
LongView Wealth Management
Georgia
$753K +$58K +1,387 +8%
MC
343
Martin & Co
Tennessee
$752K +$5.23K +125 +0.7%
1WM
344
1900 Wealth Management
Texas
$750K – – –
FFN
345
Focus Financial Network
Minnesota
$744K +$3.35K +80 +0.5%
WANY
346
Wealthspire Advisors (New York)
New York
$742K -$537K -12,837 -42%
Fidelity International
347
Fidelity International
Bermuda
$741K -$34.7K -828 -4%
SIA
348
Soltis Investment Advisors
Utah
$739K -$111K -2,647 -13%
PBK
349
Peoples Bank (Kansas)
Kansas
$738K – – –
BWM
350
BCS Wealth Management
Tennessee
$737K -$40.5K -967 -5%
12 13
14
15 16