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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 %
PPWP
151
Proquility Private Wealth Partners
Nevada
$3.52M +$1.77M +42,357 +101%
ECM
152
Evergreen Capital Management
Washington
$3.52M -$255K -6,093 -7%
AFG
153
Arkansas Financial Group
Arkansas
$3.51M +$167K +4,353 +5%
SI
154
Stephens Inc
Arkansas
$3.41M +$151K +3,602 +5%
AllianceBernstein
155
AllianceBernstein
Tennessee
$3.38M -$6.28M -150,084 -65%
CPL
156
CAP Partners LLC
Tennessee
$3.36M +$54.5K +1,303 +2%
CTA
157
Chesley Taft & Associates
Illinois
$3.35M -$10.1K -241 -0.3%
SF
158
Summit Financial
New Jersey
$3.32M +$2.4M +57,457 +262%
ACA
159
Aptus Capital Advisors
Alabama
$3.3M -$856K -20,461 -21%
HI
160
Harper Investing
California
$3.21M +$885K +21,147 +38%
AWS
161
Atria Wealth Solutions
New York
$3.17M +$24.7K +590 +0.8%
IWC
162
Integrated Wealth Concepts
Massachusetts
$3.16M -$944K -22,568 -23%
JMFC
163
J.M. Forbes & Co
Massachusetts
$3.13M -$48K -1,146 -2%
CPA
164
Cardiff Park Advisors
California
$3.12M – – –
SW
165
SMART Wealth
Nebraska
$3.11M +$2.83M +67,547 +996%
BHWM
166
Bar Harbor Wealth Management
New Hampshire
$3.11M -$2.8K -67 -0.1%
VIA
167
Vickerman Investment Advisors
Washington
$3.1M +$96.5K +2,305 +3%
CFD
168
Creative Financial Designs
Indiana
$3.07M -$176K -4,195 -5%
CW
169
CreativeOne Wealth
Kansas
$3.05M +$699K +16,712 +30%
FMTCOCP
170
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.01M +$177K +4,219 +6%
BCM
171
Brookstone Capital Management
Illinois
$2.99M +$189K +4,520 +7%
TSS
172
Two Sigma Securities
New York
$2.96M +$2.96M +70,712 New
JCM
173
Jacobi Capital Management
Pennsylvania
$2.89M +$374K +8,927 +15%
HFS
174
Horizon Financial Services
North Carolina
$2.87M +$511K +12,222 +22%
PWM
175
Prentice Wealth Management
New York
$2.83M +$23.2K +554 +0.8%
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