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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

680 hedge funds and large institutions have $4.54B invested in Real Estate Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 271 increasing their positions, 220 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.86%
Holding in Top 10
7
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-56.25%
% of All Funds
0.1%
New
88
Increased
271
Reduced
220
Closed
74
Calls
$16.2M
Puts
$35M
Net Calls
-$18.8M
Net Calls Change
-$13.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$744M
2
Creative Planning
Creative Planning
Kansas
$966M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$75M
4
CIA
Capital Investment Advisors
Georgia
$37.2M
5
PF
Phoenix Financial
Israel
$98.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$205M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$55.3M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
4
Ameriprise
Ameriprise
Minnesota
$42.6M
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECA
251
Elevated Capital Advisors
Utah
$1.13M +$1.13M +28,510 New
MYIA
252
Mount Yale Investment Advisors
Colorado
$1.13M +$69.9K +1,768 +7%
PSF
253
Pacific Sun Financial
California
$1.12M +$2.45K +62 +0.2%
RW
254
RVW Wealth
California
$1.12M -$19.6K -496 -2%
PIMG
255
Patriot Investment Management Group
Tennessee
$1.1M -$443K -11,196 -29%
TC
256
Trust Company
Kansas
$1.1M +$19.5K +494 +2%
CPG
257
Cornerstone Planning Group
New Jersey
$1.09M +$2.37K +64 +0.2%
HAS
258
HBW Advisory Services
California
$1.08M – – –
LNC
259
Lincoln National Corp
Pennsylvania
$1.07M -$7.63K -193 -0.7%
FIM
260
Freedom Investment Management
Connecticut
$1.07M +$703K +17,784 +193%
MWM
261
Modera Wealth Management
New Jersey
$1.07M +$1.07M +26,950 New
GRP
262
Global Retirement Partners
California
$1.06M +$31.5K +796 +3%
BFG
263
Bleakley Financial Group
New Jersey
$1.05M +$27.8K +704 +3%
SW
264
Simplicity Wealth
New Jersey
$1.05M +$1.05M +26,652 New
WCM
265
Winthrop Capital Management
Indiana
$1.02M -$18.1K -458 -2%
PFP
266
Pinnacle Financial Partners
Tennessee
$1.02M +$463K +11,714 +84%
ABC
267
Associated Banc-Corp
Wisconsin
$980K +$34.3K +867 +4%
BWM
268
BCS Wealth Management
Tennessee
$975K +$31.8K +804 +3%
PFT
269
Providence First Trust
Arizona
$958K +$255K +6,440 +36%
CWM
270
Cornerstone Wealth Management
Missouri
$955K -$53.8K -1,362 -5%
FA
271
Forefront Analytics
Pennsylvania
$953K -$156K -3,947 -14%
SPC
272
Sigma Planning Corp
Michigan
$950K +$556K +14,071 +141%
SFA
273
Sequoia Financial Advisors
Ohio
$935K -$58.6K -1,482 -6%
DSN
274
D. Scott Neal
Kentucky
$908K -$9.88K -250 -1%
RCA
275
Ranch Capital Advisors
Florida
$902K +$7.67K +194 +0.9%
9 10
11
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