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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

704 hedge funds and large institutions have $5.76B invested in Real Estate Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 256 increasing their positions, 272 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
-26
Holders Change %
-3.56%
% of All Funds
9.44%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
69
Increased
256
Reduced
272
Closed
79
Calls
$20.2M
Puts
$81.2M
Net Calls
-$61M
Net Calls Change
+$21.9M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$119M
2
Goldman Sachs
Goldman Sachs
New York
+$70.7M
3
Ameriprise
Ameriprise
Minnesota
+$39.4M
4
State Street
State Street
Massachusetts
+$26.2M
5
Citigroup
Citigroup
New York
+$23.7M

Top Sellers

1
AOI
Auto-Owners Insurance
Michigan
-$529M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$50.6M
3
PF
Phoenix Financial
Israel
-$50.1M
4
DJFS
Dean Jacobson Financial Services
Texas
-$21.6M
5
QC
Quadrature Capital
United Kingdom
-$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
101
Prasad Wealth Partners
Ohio
$6.33M -$1.86M -44,907 -23%
CL
102
Choreo LLC
Illinois
$6.32M +$30.3K +731 +0.5%
AAG
103
Armstrong Advisory Group
Massachusetts
$6.3M +$24K +579 +0.4%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$6.22M +$718K +17,341 +13%
BCM
105
Beaumont Capital Management
Massachusetts
$6.02M +$861K +20,796 +17%
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$5.84M +$5.07M +122,310 +652%
IWP
107
Invenio Wealth Partners
Florida
$5.79M -$9.07K -219 -0.2%
JWA
108
JFS Wealth Advisors
Pennsylvania
$5.72M +$110K +2,660 +2%
BPA
109
Beacon Pointe Advisors
California
$5.62M +$589K +14,214 +12%
Citadel Advisors
110
Citadel Advisors
Florida
$5.46M +$5.46M +131,862 New
FWM
111
Foguth Wealth Management
Michigan
$5.43M +$4.73M +114,219 +672%
KWM
112
KFG Wealth Management
Indiana
$5.37M +$420K +10,148 +8%
VF
113
Virtu Financial
New York
$5.33M +$5.33M +128,688 New
AP
114
Aspect Partners
Virginia
$4.95M +$159K +3,837 +3%
Northern Trust
115
Northern Trust
Illinois
$4.94M -$295K -7,127 -6%
IWM
116
IHT Wealth Management
Illinois
$4.87M -$711K -17,159 -13%
PA
117
PSI Advisors
Florida
$4.83M +$307K +7,412 +7%
ECM
118
Evergreen Capital Management
Washington
$4.81M +$1.33M +32,004 +38%
RCP
119
Rothschild Capital Partners
New York
$4.77M -$45.5K -1,098 -0.9%
KIA
120
KCM Investment Advisors
California
$4.77M +$91.7K +2,215 +2%
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$4.76M +$3.43M +82,875 +258%
MML Investors Services
122
MML Investors Services
Massachusetts
$4.73M -$3.56M -85,915 -43%
FMC
123
First Merchants Corp
Indiana
$4.71M -$55.2K -1,332 -1%
LPT
124
Legacy Private Trust
Wisconsin
$4.64M +$155K +3,741 +3%
EWA
125
EP Wealth Advisors
California
$4.63M +$1.97M +47,474 +74%
3 4
5
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