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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
Creative Planning
1
Creative Planning
Kansas
$1.44B +$107M +2,579,644 +8%
Bank of America
2
Bank of America
North Carolina
$799M -$24.9M -598,358 -3%
AOI
3
Auto-Owners Insurance
Michigan
$447M +$524M +12,584,952 +1,642%
Morgan Stanley
4
Morgan Stanley
New York
$286M +$22M +527,879 +8%
Wells Fargo
5
Wells Fargo
California
$168M +$7.58M +181,882 +5%
LPL Financial
6
LPL Financial
California
$165M -$18.7M -449,367 -10%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$151M +$70.1M +1,683,902 +87%
PF
8
Phoenix Financial
Israel
$148M +$46.9M +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 -$198K -4,760 -0.3%
UBS Group
11
UBS Group
Switzerland
$58.7M +$9.87M +236,904 +20%
Ameriprise
12
Ameriprise
Minnesota
$56.1M +$28.7M +688,484 +106%
MAWA
13
Moss Adams Wealth Advisors
Washington
$52.9M +$52.7M +1,265,158 New
Baird Financial Group
14
Baird Financial Group
Wisconsin
$52.8M +$490K +11,762 +0.9%
CIA
15
Capital Investment Advisors
Georgia
$51.7M +$47.2M +1,132,302 +1,105%
Raymond James Financial
16
Raymond James Financial
Florida
$48.4M -$4.09M -98,258 -8%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$48.1M +$13.2K +318 +0%
AA
18
ALPS Advisors
Colorado
$45.3M +$7.6M +182,551 +20%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$41.3M -$1.13M -27,124 -3%
AA
20
Advisory Alpha
Michigan
$40.5M +$7.63M +183,147 +23%
MMH
21
Menora Mivtachim Holdings
Israel
$40.2M +$40M +959,400 New
CWM
22
Congress Wealth Management
Massachusetts
$39.3M +$637K +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 +$3.28M +78,711 +13%

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.