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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 %
SB
276
Simmons Bank
Arkansas
$895K -$6.6K -167 -0.7%
MS
277
Maven Securities
Jersey
$888K +$888K +22,471 New
NCM
278
Novare Capital Management
North Carolina
$883K -$230K -5,810 -21%
TCM
279
Triumph Capital Management
Colorado
$881K +$881K +22,671 New
JIR
280
James Investment Research
Ohio
$878K -$40.1K -1,015 -4%
ORC
281
O'Rourke & Company
Massachusetts
$874K +$280K +7,089 +47%
MGIA
282
Moneta Group Investment Advisors
Missouri
$870K -$39.3K -995 -4%
PBK
283
Peoples Bank (Kansas)
Kansas
$868K -$330K -8,345 -28%
CCAL
284
City Center Advisors LLC
Michigan
$861K +$861K +21,777 New
HHRDM
285
H&H Retirement Design & Management
Nevada
$856K -$89.1K -2,463 -9%
VWA
286
Visionary Wealth Advisors
Illinois
$852K +$54.1K +1,368 +7%
MFG
287
Magnus Financial Group
New York
$849K +$9.96K +252 +1%
FWCM
288
Ferguson Wellman Capital Management
Oregon
$844K +$404K +10,220 +92%
BS
289
Banco Santander
Spain
$837K – – –
SFS
290
Sowell Financial Services
Arkansas
$835K -$28.5K -720 -3%
WAP
291
Wealthcare Advisory Partners
Pennsylvania
$832K -$399K -10,100 -32%
JHCP
292
Jackson Hole Capital Partners
Oklahoma
$816K +$13.4K +339 +2%
KIG
293
Kessler Investment Group
Indiana
$815K +$518K +13,102 +174%
Fidelity International
294
Fidelity International
Bermuda
$815K -$3.16K -80 -0.4%
FW
295
Fairway Wealth
Ohio
$811K +$33.5K +847 +4%
PS
296
Principal Securities
Iowa
$808K +$160K +4,036 +25%
QCM
297
Quantinno Capital Management
New York
$798K +$798K +20,198 New
CAM
298
Carret Asset Management
New York
$783K -$11.9K -300 -1%
Prudential Financial
299
Prudential Financial
New Jersey
$778K +$127K +3,220 +20%
SSWM
300
Sheets Smith Wealth Management
North Carolina
$774K +$50.4K +1,274 +7%
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