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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

651 hedge funds and large institutions have $4.57B invested in Real Estate Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 240 increasing their positions, 241 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-29
Holders Change %
-4.26%
% of All Funds
9.47%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
65
Increased
240
Reduced
241
Closed
87
Calls
$16.7M
Puts
$82.6M
Net Calls
-$65.9M
Net Calls Change
-$47.1M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$113M
2
MIH
Meitav Investment House
Israel
+$46.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$42M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$41.5M
5
Morgan Stanley
Morgan Stanley
New York
+$22.6M

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
-$31.9M
2
LPL Financial
LPL Financial
California
-$19.9M
3
BlackRock
BlackRock
New York
-$17.2M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
-$15.4M
5
WWA
WCG Wealth Advisors
Nevada
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
226
Pinnacle Financial Partners
Tennessee
$1.36M +$374K +9,730 +38%
RFWA
227
RPg Family Wealth Advisory
Massachusetts
$1.35M +$68.8K +1,790 +5%
BBL
228
Beck Bode LLC
Massachusetts
$1.35M -$85.3K -2,222 -6%
RWPA
229
Richard W. Paul & Associates
Michigan
$1.34M +$213K +5,540 +19%
IC
230
Innealta Capital
Texas
$1.31M -$1.51M -39,256 -54%
CC
231
Callan Capital
California
$1.3M -$54K -1,406 -4%
US Bancorp
232
US Bancorp
Minnesota
$1.28M +$29.2K +759 +2%
BA
233
Ballast Advisors
Minnesota
$1.24M +$77.3K +2,012 +7%
ZIG
234
Zuckerman Investment Group
Illinois
$1.23M +$68.7K +1,788 +6%
CPG
235
Cornerstone Planning Group
New Jersey
$1.2M +$4.39K +108 +0.4%
SCA
236
Stillwater Capital Advisors
Pennsylvania
$1.19M +$32K +833 +3%
FWM
237
Foguth Wealth Management
Michigan
$1.18M +$643K +16,732 +120%
Simplex Trading
238
Simplex Trading
Illinois
$1.13M +$1.13M +29,490 New
PIMG
239
Patriot Investment Management Group
Tennessee
$1.11M +$46.7K +1,215 +4%
TCOO
240
Trust Company of Oklahoma
Oklahoma
$1.09M -$41.4K -1,079 -4%
TC
241
Trust Company
Kansas
$1.08M +$13.8K +360 +1%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$1.07M -$74.9K -1,976 -7%
PSF
243
Pacific Sun Financial
California
$1.07M -$14.2K -369 -1%
ZIG
244
Zullo Investment Group
Pennsylvania
$1.07M -$23.2K -604 -2%
Walleye Capital
245
Walleye Capital
New York
$1.06M +$1.06M +27,700 New
AWM
246
Axxcess Wealth Management
California
$1.06M -$2.38M -61,856 -69%
MWM
247
Modera Wealth Management
New Jersey
$1.04M – – –
SW
248
Simplicity Wealth
New Jersey
$1.03M +$4.26K +111 +0.4%
BFG
249
Bleakley Financial Group
New Jersey
$1.03M +$4.26K +111 +0.4%
WCM
250
Winthrop Capital Management
Indiana
$1.03M +$38.7K +1,006 +4%
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