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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 %
BFG
251
Berger Financial Group
Minnesota
$1M -$1.28M -33,299 -56%
HHRDM
252
H&H Retirement Design & Management
Nevada
$994K +$25.6K +625 +3%
WAOTB
253
Wealth Advisors of Tampa Bay
Florida
$989K -$1.98M -51,593 -67%
OC
254
Oppenheimer & Co
New York
$988K -$201K -5,222 -17%
BCM
255
Brookstone Capital Management
Illinois
$979K +$310K +7,578 +46%
ORC
256
O'Rourke & Company
Massachusetts
$951K +$101K +2,632 +12%
HT
257
Headlands Technologies
Illinois
$950K +$580K +15,097 +157%
PTC
258
Private Trust Company
Ohio
$945K -$204K -5,308 -18%
FTIS
259
First Trust Investment Solutions
Florida
$935K -$170K -4,434 -15%
PFT
260
Providence First Trust
Arizona
$931K – – –
ABC
261
Associated Banc-Corp
Wisconsin
$929K -$23.2K -604 -2%
MYIA
262
Mount Yale Investment Advisors
Colorado
$922K -$172K -4,473 -16%
CWM
263
Castle Wealth Management
Florida
$915K -$231K -6,005 -20%
CCB
264
Country Club Bank
Missouri
$915K -$769K -20,191 -46%
CWM
265
Cornerstone Wealth Management
Missouri
$909K -$18.8K -489 -2%
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$903K -$2.12M -55,175 -70%
KF
267
Krilogy Financial
Missouri
$893K +$259K +6,755 +41%
MGIA
268
Moneta Group Investment Advisors
Missouri
$890K +$45.2K +1,176 +5%
SB
269
Simmons Bank
Arkansas
$889K +$18.9K +492 +2%
BWM
270
BCS Wealth Management
Tennessee
$884K -$63.1K -1,643 -7%
RIA
271
Realta Investment Advisors
Delaware
$871K +$627K +16,334 +258%
RCA
272
Ranch Capital Advisors
Florida
$868K -$9.18K -239 -1%
CCAL
273
City Center Advisors LLC
Michigan
$861K – – –
FA
274
Forefront Analytics
Pennsylvania
$853K -$73K -1,900 -8%
JIR
275
James Investment Research
Ohio
$849K -$3.38K -88 -0.4%
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