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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 %
Creative Planning
1
Creative Planning
Kansas
$1.44B +$108M +2,579,644 +8%
Bank of America
2
Bank of America
North Carolina
$799M -$25M -598,358 -3%
AOI
3
Auto-Owners Insurance
Michigan
$447M +$421M +12,584,952 +1,642%
Morgan Stanley
4
Morgan Stanley
New York
$286M +$22.1M +527,879 +8%
Wells Fargo
5
Wells Fargo
California
$168M +$7.61M +181,882 +5%
LPL Financial
6
LPL Financial
California
$165M -$18.8M -449,367 -10%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$151M +$70.5M +1,683,902 +87%
PF
8
Phoenix Financial
Israel
$148M +$47.1M +1,125,800 +47%
CCWM
9
Cassaday & Co Wealth Management
Virginia
$129M +$1.75M +41,912 +1%
HIIFS
10
Harel Insurance Investments & Financial Services
Israel
$67.9M -$199K -4,760 -0.3%
UBS Group
11
UBS Group
Switzerland
$58.7M +$9.91M +236,904 +20%
Ameriprise
12
Ameriprise
Minnesota
$56.1M +$28.8M +688,484 +106%
MAWA
13
Moss Adams Wealth Advisors
Washington
$52.9M +$52.9M +1,265,158 New
Baird Financial Group
14
Baird Financial Group
Wisconsin
$52.8M +$492K +11,762 +0.9%
CIA
15
Capital Investment Advisors
Georgia
$51.7M +$47.4M +1,132,302 +1,105%
Raymond James Financial
16
Raymond James Financial
Florida
$48.4M -$4.11M -98,258 -8%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$48.1M +$13.3K +318 +0%
AA
18
ALPS Advisors
Colorado
$45.3M +$7.64M +182,551 +20%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$41.3M -$1.14M -27,124 -3%
AA
20
Advisory Alpha
Michigan
$40.5M +$7.64M +183,147 +23%
MMH
21
Menora Mivtachim Holdings
Israel
$40.2M +$40.2M +959,400 New
CWM
22
Congress Wealth Management
Massachusetts
$39.3M +$640K +15,282 +2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$29.6M +$1.07M +25,669 +4%
CA
24
Cornerstone Advisors
North Carolina
$28.8M -$117K -2,800 -0.4%
PCH
25
PGIM Custom Harvest
New Jersey
$28.7M +$3.29M +78,711 +13%
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