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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 %
NC
501
NovaPoint Capital
Georgia
$272K +$167 +4 +0.1%
WSFS
502
Wilmington Savings Fund Society
Delaware
$272K -$5.4K -129 -2%
PFA
503
Peak Financial Advisors
Colorado
$271K -$21.2K -506 -7%
BCP
504
Blue Chip Partners
Michigan
$271K -$1.65M -39,358 -86%
CGA
505
Crescent Grove Advisors
Illinois
$270K – – –
FFA
506
Farther Finance Advisors
California
$269K +$198K +4,720 +278%
WPP
507
Whalerock Point Partners
Rhode Island
$268K – – –
MOS
508
MGO One Seven
Ohio
$267K +$21.8K +522 +9%
Fisher Asset Management
509
Fisher Asset Management
Washington
$267K -$33.3K -796 -11%
ACM
510
Arlington Capital Management
Illinois
$264K +$1.55K +37 +0.6%
PWM
511
Pines Wealth Management
North Carolina
$264K +$36.9K +994 +16%
FCI
512
Financial Counselors Inc
Kansas
$261K +$53.9K +1,289 +26%
MAS
513
Madden Advisory Services
Florida
$261K – – –
AAP
514
Arax Advisory Partners
Colorado
$259K -$35.4K -847 -12%
BCP
515
Berkeley Capital Partners
Georgia
$254K -$539K -12,883 -68%
BC
516
Barrett & Company
Rhode Island
$251K – – –
CCA
517
Conservest Capital Advisors
Pennsylvania
$250K +$1.05K +25 +0.4%
GSWM
518
Golden State Wealth Management
California
$249K -$114K -2,718 -31%
AIA
519
Ally Invest Advisors
North Carolina
$249K -$2.72K -65 -1%
SWP
520
Stratos Wealth Partners
Ohio
$248K -$57.1K -1,364 -19%
CAPTRUST Financial Advisors
521
CAPTRUST Financial Advisors
North Carolina
$247K -$410K -9,809 -62%
AFG
522
ABLE Financial Group
Arizona
$246K +$246K +5,881 New
MFG
523
Merit Financial Group
Georgia
$246K +$25.7K +613 +12%
NP
524
NorthRock Partners
Minnesota
$245K +$151K +3,610 +161%
CA
525
Calton & Associates
Florida
$242K +$5.23K +125 +2%
19 20
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