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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 %
PPW
751
Pasadena Private Wealth
California
– -$1.12M -27,523 Closed
PCS
752
Personal CFO Solutions
New Jersey
– -$1.07M -26,353 Closed
TAM
753
Tocqueville Asset Management
New York
– -$945K -23,231 Closed
VWM
754
Venturi Wealth Management
Texas
– -$825K -20,292 Closed
SFG
755
Stonebridge Financial Group
Pennsylvania
– -$811K -19,946 Closed
PFA
756
Pinnacle Family Advisors
Missouri
– -$725K -17,815 Closed
DLCIG
757
D.L. Carlson Investment Group
New Hampshire
– -$718K -17,645 Closed
Vontobel Holding
758
Vontobel Holding
Switzerland
– -$619K -15,221 Closed
FA
759
Forefront Analytics
Pennsylvania
– -$518K -12,735 Closed
FLPIM
760
F.L. Putnam Investment Management
Massachusetts
– -$488K -12,009 Closed
DL
761
DOHJ LLC
Washington
– -$483K -11,881 Closed
PIWA
762
Prevail Innovative Wealth Advisors
Kansas
– -$480K -11,792 Closed
MWM
763
Moulton Wealth Management
Washington
– -$478K -11,754 Closed
SFM
764
Signet Financial Management
New Jersey
– -$462K -11,348 Closed
BI
765
Bolthouse Investments
California
– -$449K -11,042 Closed
QC
766
Quantessence Capital
New York
– -$377K -9,268 Closed
SWM
767
Stockman Wealth Management
Montana
– -$365K -8,966 Closed
SC
768
Scotia Capital
Ontario, Canada
– -$309K -7,603 Closed
Simplex Trading
769
Simplex Trading
Illinois
– -$288K -7,090 Closed
FFA
770
Florida Financial Advisors
Florida
– -$278K -6,847 Closed
M
771
MATAURO
New York
– -$277K -6,809 Closed
IA
772
Intellus Advisors
Florida
– -$260K -6,382 Closed
KI
773
Kapitalo Investimentos
Brazil
– -$251K -6,170 Closed
CAC
774
Core Alternative Capital
Georgia
– -$249K -6,120 Closed
KWM
775
Keebeck Wealth Management
Illinois
– -$245K -6,015 Closed
29 30
31
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