XLRE icon

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 %
CPL
151
CAP Partners LLC
Tennessee
$3.48M +$154K +3,708 +5%
JCM
152
Jacobi Capital Management
Pennsylvania
$3.42M +$558K +13,467 +20%
PWM
153
Palumbo Wealth Management
New York
$3.39M -$145K -3,491 -4%
AFG
154
Atomi Financial Group
New York
$3.28M +$498K +12,017 +18%
CAS
155
CTC Alternative Strategies
Illinois
$3.27M +$3.27M +78,870 New
CCT
156
Chemung Canal Trust
New York
$3.24M -$746K -18,022 -19%
PAS
157
Park Avenue Securities
New York
$3.23M +$3.23M +77,879 New
CTA
158
Chesley Taft & Associates
Illinois
$3.2M -$117K -2,834 -4%
CFD
159
Creative Financial Designs
Indiana
$3.15M +$116K +2,798 +4%
JMFC
160
J.M. Forbes & Co
Massachusetts
$3.1M – – –
HI
161
Harper Investing
California
$3.1M -$79.4K -1,918 -2%
CPA
162
Cardiff Park Advisors
California
$3.09M – – –
BHWM
163
Bar Harbor Wealth Management
New Hampshire
$3.07M -$5.88K -142 -0.2%
PRS
164
Pinkerton Retirement Specialists
Idaho
$3.03M +$384K +9,262 +15%
VIA
165
Vickerman Investment Advisors
Washington
$2.95M -$123K -2,970 -4%
FMTCOCP
166
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.94M -$37.4K -904 -1%
HFS
167
Horizon Financial Services
North Carolina
$2.82M -$13.2K -319 -0.5%
PWM
168
Prentice Wealth Management
New York
$2.74M -$62.4K -1,507 -2%
CF
169
Clarity Financial
Texas
$2.7M -$2.64M -63,661 -49%
EFS
170
Econ Financial Services
Pennsylvania
$2.68M +$1.19M +28,617 +79%
NA
171
NewEdge Advisors
Louisiana
$2.67M +$375K +9,046 +16%
PAG
172
Paladin Advisory Group
Iowa
$2.63M -$30.1K -726 -1%
PCFFS
173
Pacific Center for Financial Services
California
$2.6M +$4.93K +119 +0.2%
GWM
174
Geneos Wealth Management
Colorado
$2.58M -$7.28M -175,668 -74%
FFA
175
Fragasso Financial Advisors
Pennsylvania
$2.54M -$182K -4,387 -7%
5 6
7
8 9