We are live on ! Find out more
XLRE icon

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
WA
151
Waverly Advisors
Alabama
$3.59M +$3.58M +85,837 New
PWM
152
Palumbo Wealth Management
New York
$3.58M +$131K +3,147 +4%
PPWP
153
Proquility Private Wealth Partners
Nevada
$3.52M +$1.76M +42,357 +101%
ECM
154
Evergreen Capital Management
Washington
$3.52M -$254K -6,093 -7%
AFG
155
Arkansas Financial Group
Arkansas
$3.51M +$181K +4,353 +5%
SI
156
Stephens Inc
Arkansas
$3.41M +$150K +3,602 +5%
AllianceBernstein
157
AllianceBernstein
Tennessee
$3.38M -$6.25M -150,084 -65%
CPL
158
CAP Partners LLC
Tennessee
$3.36M +$54.3K +1,303 +2%
CTA
159
Chesley Taft & Associates
Illinois
$3.35M -$10K -241 -0.3%
SF
160
Summit Financial
New Jersey
$3.32M +$2.39M +57,457 +262%
ACA
161
Aptus Capital Advisors
Alabama
$3.3M -$852K -20,461 -21%
HI
162
Harper Investing
California
$3.21M +$881K +21,147 +38%
AWS
163
Atria Wealth Solutions
New York
$3.17M +$24.6K +590 +0.8%
IWC
164
Integrated Wealth Concepts
Massachusetts
$3.16M -$940K -22,568 -23%
JMFC
165
J.M. Forbes & Co
Massachusetts
$3.13M -$47.7K -1,146 -2%
CPA
166
Cardiff Park Advisors
California
$3.12M
SW
167
SMART Wealth
Nebraska
$3.11M +$2.81M +67,547 +996%
BHWM
168
Bar Harbor Wealth Management
New Hampshire
$3.11M -$2.79K -67 -0.1%
VIA
169
Vickerman Investment Advisors
Washington
$3.1M +$96K +2,305 +3%
CFD
170
Creative Financial Designs
Indiana
$3.07M -$175K -4,195 -5%
CW
171
CreativeOne Wealth
Kansas
$3.05M +$696K +16,712 +30%
FMTCOCP
172
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3M +$176K +4,219 +6%
BCM
173
Brookstone Capital Management
Illinois
$2.99M +$188K +4,520 +7%
TSS
174
Two Sigma Securities
New York
$2.96M +$2.95M +70,712 New
JCM
175
Jacobi Capital Management
Pennsylvania
$2.89M +$372K +8,927 +15%

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.