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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 %
Creative Planning
1
Creative Planning
Kansas
$1.55B +$119M +2,878,966 +8%
Bank of America
2
Bank of America
North Carolina
$785M -$5.3M -128,034 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$275M -$8.39M -202,484 -3%
LPL Financial
4
LPL Financial
California
$175M +$11.3M +273,413 +7%
Wells Fargo
5
Wells Fargo
California
$151M -$15.3M -369,655 -9%
CCWM
6
Cassaday & Co Wealth Management
Virginia
$128M -$164K -3,957 -0.1%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$99M -$50.6M -1,221,840 -34%
PF
8
Phoenix Financial
Israel
$96.3M -$50.1M -1,210,000 -34%
Goldman Sachs
9
Goldman Sachs
New York
$95.2M +$70.7M +1,706,310 +288%
Ameriprise
10
Ameriprise
Minnesota
$94.9M +$39.4M +951,673 +71%
HIIFS
11
Harel Insurance Investments & Financial Services
Israel
$67.2M -$20.4K -493 -0%
UBS Group
12
UBS Group
Switzerland
$63.9M +$5.75M +138,792 +10%
CIA
13
Capital Investment Advisors
Georgia
$55.2M +$4.09M +98,762 +8%
MAWA
14
Moss Adams Wealth Advisors
Washington
$54.4M +$1.99M +47,954 +4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$53M +$782K +18,875 +1%
Raymond James Financial
16
Raymond James Financial
Florida
$49.1M +$1.17M +28,337 +2%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$47.6M -$870 -21 -0%
AA
18
ALPS Advisors
Colorado
$46.7M +$1.8M +43,484 +4%
AA
19
Advisory Alpha
Michigan
$39.9M -$309K -7,456 -0.8%
MMH
20
Menora Mivtachim Holdings
Israel
$39.7M – – –
CWM
21
Congress Wealth Management
Massachusetts
$39.2M +$307K +7,410 +0.8%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$36.2M +$6.88M +166,025 +23%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$34.8M -$6.03M -145,688 -15%
PCH
24
PGIM Custom Harvest
New Jersey
$31.9M +$3.48M +83,966 +12%
Citigroup
25
Citigroup
New York
$29.3M +$23.7M +573,238 +424%
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