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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 %
FMC
126
First Merchants Corp
Indiana
$4.81M -$674K -16,114 -12%
BAAM
127
Baker Avenue Asset Management
California
$4.78M -$2.26M -54,072 -32%
KIA
128
KCM Investment Advisors
California
$4.73M +$512K +12,246 +12%
JWM
129
Jessup Wealth Management
Ohio
$4.71M -$311K -7,422 -6%
PA
130
PSI Advisors
Florida
$4.57M -$24.1K -577 -0.5%
LPT
131
Legacy Private Trust
Wisconsin
$4.53M -$486K -11,621 -10%
IMC
132
Investment Management Corporation
Virginia
$4.43M +$10.5K +252 +0.2%
KHLMTHM
133
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.38M – – –
CFG
134
Citizens Financial Group
Rhode Island
$4.26M -$527K -12,601 -11%
AIC
135
Ayalon Insurance Company
Israel
$4.24M -$1.43M -34,259 -25%
SW
136
StrongBox Wealth
Missouri
$4.19M +$153K +3,653 +4%
FM
137
Foster & Motley
Ohio
$4.18M -$38.1K -910 -0.9%
NCM
138
Nelson Capital Management
California
$4.16M +$27.1K +647 +0.7%
GIA
139
Gladstone Institutional Advisory
Florida
$4.14M -$278K -6,653 -6%
PWAC
140
Private Wealth Advisors (California)
California
$4.14M +$20.5K +491 +0.5%
M&T Bank
141
M&T Bank
New York
$4.12M -$240K -5,739 -6%
Truist Financial
142
Truist Financial
North Carolina
$4.04M +$981K +23,430 +32%
NECFA
143
New England Capital Financial Advisors
Connecticut
$4.03M -$99.3K -2,372 -2%
CCT
144
Chemung Canal Trust
New York
$4.02M +$159K +3,801 +4%
GL
145
Graypoint LLC
New York
$3.96M -$2.85M -68,160 -42%
OIA
146
OneDigital Investment Advisors
Kansas
$3.71M -$126K -3,002 -3%
SC
147
SummitTX Capital
Texas
$3.68M +$3.68M +88,013 New
1SB
148
1ST Source Bank
Indiana
$3.62M +$38.3K +916 +1%
WA
149
Waverly Advisors
Alabama
$3.59M +$3.59M +85,837 New
PWM
150
Palumbo Wealth Management
New York
$3.58M +$132K +3,147 +4%
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