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State Street Real Estate Select Sector SPDR ETF

744 hedge funds and large institutions have $6.18B invested in State Street Real Estate Select Sector SPDR ETF in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 281 increasing their positions, 280 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

15% more capital invested

Capital invested by funds: $5.38B → $6.18B (+$807M)

8.1% more ownership

Funds ownership: 77.51%85.62% (+8.1%)

0% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 280

7% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 82

3% less funds holding

Funds holding: 764744 (-20)

75% less call options, than puts

Call options by funds: $27.1M | Put options by funds: $110M

Holders
744
Holders Change
-20
Holders Change %
-2.62%
% of All Funds
9.97%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
76
Increased
281
Reduced
280
Closed
82
Calls
$27.1M
Puts
$110M
Net Calls
-$82.9M
Net Calls Change
+$58.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$14.7M +$1.7M +40,864 +13%
KWM
52
Kingsview Wealth Management
Oregon
$14.7M -$4.09M -98,192 -22%
AAS
53
Ameritas Advisory Services
Nebraska
$14.7M +$625K +15,016 +4%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$14.4M +$4.81M +115,481 +51%
WWA
55
WCG Wealth Advisors
Nevada
$13.9M -$2.18M -52,288 -14%
SCA
56
Stonebridge Capital Advisors
Minnesota
$13.6M +$273K +6,544 +2%
BP
57
Ballentine Partners
Massachusetts
$13M +$558K +13,388 +4%
Stifel Financial
58
Stifel Financial
Missouri
$12.9M +$129K +3,108 +1%
Pathstone Holdings
59
Pathstone Holdings
New Jersey
$12.9M +$6.02M +144,417 +88%
KHLMVGHM
60
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$12.7M
HI
61
Hudock Inc
Pennsylvania
$12.4M +$472K +11,324 +4%
TAM
62
Trust Asset Management
Texas
$12.4M +$53.3K +1,279 +0.4%
PCM
63
Penserra Capital Management
California
$12.3M +$1.78M +42,720 +17%
AMI
64
Amica Mutual Insurance
Rhode Island
$12.3M -$562K -13,500 -4%
AFA
65
American Financial Advisors
Georgia
$12.1M -$239K -5,727 -2%
MCM
66
MAI Capital Management
Ohio
$11.8M -$1.74M -41,883 -13%
AF
67
Allworth Financial
California
$11.7M +$283K +6,794 +2%
Barclays
68
Barclays
United Kingdom
$11.2M +$9.45M +226,946 +544%
FHA
69
Flagship Harbor Advisors
Massachusetts
$11.1M +$9.16M +219,953 +483%
DADC
70
D.A. Davidson & Co
Montana
$11.1M +$1.8M +43,209 +20%
FGA
71
Fortis Group Advisors
New Jersey
$10.9M +$4.81M +115,489 +80%
TRCT
72
Tower Research Capital (TRC)
New York
$10.5M -$6.13M -147,250 -37%
GWM
73
Geneos Wealth Management
Colorado
$9.95M +$4.61M +110,641 +87%
CWM
74
Capital Wealth Management
Rhode Island
$9.53M +$913K +21,925 +11%
FCH
75
Freestone Capital Holdings
Washington
$9.5M -$267K -6,413 -3%

XLRE Hedge Fund Activity: Q1 2025 in Review

744 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2025, worth a combined $6.18B — up 15% from $5.38B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of XLRE and 76 opened new positions — a net loss of 6 holders — while 280 trimmed existing stakes and 281 added.

The largest buyer was Auto-Owners Insurance, adding an estimated $524M. The largest seller was Meitav Investment House, cutting an estimated $45.3M.

  • 744 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2025, down from 764 in Q4 2024.
  • Funds reported $6.18B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 76 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2025 and 82 closed out, a net change of -6 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2025 was Auto-Owners Insurance, an estimated $524M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2025 was Meitav Investment House, an estimated $45.3M sold.

Based on aggregated 13F filings for Q1 2025.