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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 %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$14.7M +$1.71M +40,864 +13%
KWM
52
Kingsview Wealth Management
Oregon
$14.7M -$4.11M -98,192 -22%
AAS
53
Ameritas Advisory Services
Nebraska
$14.7M +$628K +15,016 +4%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$14.4M +$4.83M +115,481 +51%
WWA
55
WCG Wealth Advisors
Nevada
$13.9M -$2.19M -52,288 -14%
SCA
56
Stonebridge Capital Advisors
Minnesota
$13.6M +$274K +6,544 +2%
BP
57
Ballentine Partners
Massachusetts
$13M +$560K +13,388 +4%
Stifel Financial
58
Stifel Financial
Missouri
$12.9M +$130K +3,108 +1%
Pathstone Holdings
59
Pathstone Holdings
New Jersey
$12.9M +$6.04M +144,417 +88%
KHLMVGHM
60
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$12.7M – – –
HI
61
Hudock Inc
Pennsylvania
$12.4M +$474K +11,324 +4%
TAM
62
Trust Asset Management
Texas
$12.4M +$53.5K +1,279 +0.4%
PCM
63
Penserra Capital Management
California
$12.3M +$1.79M +42,720 +17%
AMI
64
Amica Mutual Insurance
Rhode Island
$12.3M -$565K -13,500 -4%
AFA
65
American Financial Advisors
Georgia
$12.1M -$240K -5,727 -2%
MCM
66
MAI Capital Management
Ohio
$11.8M -$1.75M -41,883 -13%
AF
67
Allworth Financial
California
$11.7M +$276K +6,794 +2%
Barclays
68
Barclays
United Kingdom
$11.2M +$9.5M +226,946 +544%
FHA
69
Flagship Harbor Advisors
Massachusetts
$11.1M +$9.21M +219,953 +483%
DADC
70
D.A. Davidson & Co
Montana
$11.1M +$1.81M +43,209 +20%
FGA
71
Fortis Group Advisors
New Jersey
$10.9M +$4.83M +115,489 +80%
TRCT
72
Tower Research Capital (TRC)
New York
$10.5M -$6.1M -147,250 -37%
GWM
73
Geneos Wealth Management
Colorado
$9.95M +$4.63M +110,641 +87%
CWM
74
Capital Wealth Management
Rhode Island
$9.53M +$918K +21,925 +11%
FCH
75
Freestone Capital Holdings
Washington
$9.5M -$268K -6,413 -3%
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