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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

755 hedge funds and large institutions have $5.37B invested in Real Estate Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 281 increasing their positions, 252 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+16
Holders Change %
+2.17%
% of All Funds
10.05%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.15%
New
129
Increased
281
Reduced
252
Closed
99
Calls
$34M
Puts
$175M
Net Calls
-$141M
Net Calls Change
+$21M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$1.3B
2
Wells Fargo
Wells Fargo
California
$156M
3
MWM
Modern Wealth Management
Kansas
$25.4M
4
MIC
Means Investment Company
Maine
$18.2M
5
Citadel Advisors
Citadel Advisors
Florida
$17.4M

Top Sellers

1
Squarepoint
Squarepoint
New York
$9.6M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$78.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.2M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
$66.2M
5
WA
WestEnd Advisors
North Carolina
$130K
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
251
Centennial Bank
Arkansas
$1.63M -$79.3K -1,950 -5%
CWM
252
Copia Wealth Management
Oregon
$1.57M +$1.57M +38,700 New
1C
253
111 Capital
France
$1.55M +$1.55M +38,197 New
GRP
254
Global Retirement Partners
California
$1.55M +$1.16M +28,531 +300%
CAS
255
CTC Alternative Strategies
Illinois
$1.52M +$1.52M +37,350 New
HWM
256
Horizons Wealth Management
North Carolina
$1.52M +$59.7K +1,467 +4%
TFA
257
Transamerica Financial Advisors
Florida
$1.5M +$21.5K +528 +1%
LA
258
LexAurum Advisors
Kansas
$1.48M -$5.12K -126 -0.3%
PCM
259
Piedmont Capital Management
Montana
$1.48M +$73.2K +1,818 +5%
ZIG
260
Zuckerman Investment Group
Illinois
$1.46M +$126K +3,042 +9%
CW
261
Channel Wealth
California
$1.45M -$483K -11,867 -25%
RWPA
262
Richard W. Paul & Associates
Michigan
$1.43M +$2.77K +68 +0.2%
SIM
263
Seaview Investment Managers
Florida
$1.43M -$675K -16,605 -32%
CWM
264
Collaborative Wealth Management
Florida
$1.41M -$74.4K -1,830 -5%
BA
265
Ballast Advisors
Minnesota
$1.4M +$61.5K +1,511 +5%
ACGA
266
Atlanta Consulting Group Advisors
Georgia
$1.39M -$797K -19,609 -36%
KF
267
Krilogy Financial
Missouri
$1.38M +$122K +3,006 +10%
CCS
268
Concentric Capital Strategies
Connecticut
$1.35M -$3.12M -76,651 -70%
Kovitz Investment Group Partners
269
Kovitz Investment Group Partners
Illinois
$1.34M +$170K +4,191 +15%
ARMT
270
Amica Retiree Medical Trust
Rhode Island
$1.34M -$139K -3,424 -9%
FTUS
271
Flow Traders U.S.
New York
$1.34M +$996K +24,505 +292%
BBA
272
BLB&B Advisors
Pennsylvania
$1.32M +$1.32M +32,472 New
SCA
273
Scott Capital Advisors
Oregon
$1.3M -$174K -4,380 -12%
ATPW
274
Ashton Thomas Private Wealth
Arizona
$1.3M -$68.9K -1,694 -5%
RFA
275
RTD Financial Advisors
Pennsylvania
$1.3M -$3.17M -77,892 -71%
9 10
11
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