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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

739 hedge funds and large institutions have $6.39B invested in Real Estate Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 290 increasing their positions, 211 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
739
Holders Change
+88
Holders Change %
+13.52%
% of All Funds
10.69%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.25%
New
147
Increased
290
Reduced
211
Closed
53
Calls
$31.4M
Puts
$194M
Net Calls
-$162M
Net Calls Change
-$96.3M

Top Buyers

1
Squarepoint
Squarepoint
New York
$221M
2
Creative Planning
Creative Planning
Kansas
$1.3B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$114M
4
RJA
Raymond James & Associates
Florida
$71.2M
5
Morgan Stanley
Morgan Stanley
New York
$312M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$63M
3
Wells Fargo
Wells Fargo
California
$67.2M
4
Jane Street
Jane Street
New York
$819K
5
WG
Winton Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
251
Advisory Services Network
Georgia
$1.73M – – –
PFP
252
Pinnacle Financial Partners
Tennessee
$1.72M +$134K +3,001 +8%
JFG
253
Jefferies Financial Group
New York
$1.69M -$223K -5,000 -12%
RFWA
254
RPg Family Wealth Advisory
Massachusetts
$1.69M +$123K +2,763 +8%
PWA
255
Primoris Wealth Advisors
Florida
$1.68M +$1.68M +37,600 New
AFG
256
Atomi Financial Group
New York
$1.68M +$1.16M +26,014 +226%
AIM
257
Astor Investment Management
Illinois
$1.66M -$10.6M -236,234 -86%
SCA
258
Scott Capital Advisors
Oregon
$1.66M +$28.9K +648 +2%
LA
259
LexAurum Advisors
Kansas
$1.63M -$23.5K -525 -1%
CWM
260
Collaborative Wealth Management
Florida
$1.63M -$36.8K -824 -2%
TFA
261
Transamerica Financial Advisors
Florida
$1.63M +$1.63M +36,405 New
ARMT
262
Amica Retiree Medical Trust
Rhode Island
$1.62M +$1.62M +36,339 New
HWM
263
Horizons Wealth Management
North Carolina
$1.6M -$20.6K -462 -1%
WANY
264
Wealthspire Advisors (New York)
New York
$1.58M -$486K -10,869 -24%
AWA
265
Arete Wealth Advisors
Illinois
$1.58M +$1.58M +35,512 New
TIAA Trust, National Association
266
TIAA Trust, National Association
North Carolina
$1.57M +$759K +16,982 +94%
Balyasny Asset Management
267
Balyasny Asset Management
Illinois
$1.57M -$1.2M -26,935 -43%
RWPA
268
Richard W. Paul & Associates
Michigan
$1.56M +$7.42K +166 +0.5%
PCM
269
Piedmont Capital Management
Montana
$1.55M +$1.55M +34,803 New
US Bancorp
270
US Bancorp
Minnesota
$1.54M +$55.2K +1,235 +4%
ATPW
271
Ashton Thomas Private Wealth
Arizona
$1.5M +$661K +14,801 +79%
WAS
272
WESPAC Advisors SoCal
California
$1.49M +$662K +14,813 +80%
BA
273
Ballast Advisors
Minnesota
$1.47M +$33.2K +743 +2%
CC
274
Callan Capital
California
$1.46M -$54.5K -1,221 -4%
ZIG
275
Zuckerman Investment Group
Illinois
$1.44M +$8.58K +192 +0.6%
9 10
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