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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 %
PS
276
Principal Securities
Iowa
$849K +$64K +1,665 +8%
VWM
277
VCI Wealth Management
Missouri
$846K +$846K +22,016 New
William Blair & Company
278
William Blair & Company
Illinois
$843K -$963K -25,076 -53%
SFA
279
Sequoia Financial Advisors
Ohio
$834K -$74.6K -1,942 -8%
IFAM
280
Institutional & Family Asset Management
Colorado
$829K +$109K +2,843 +15%
MFG
281
Magnus Financial Group
New York
$815K -$9.14K -238 -1%
Fidelity International
282
Fidelity International
Bermuda
$805K +$13.3K +346 +2%
PBK
283
Peoples Bank (Kansas)
Kansas
$799K -$43.8K -1,140 -5%
FW
284
Fairway Wealth
Ohio
$798K +$9.07K +236 +1%
JHCP
285
Jackson Hole Capital Partners
Oklahoma
$791K -$2.23K -58 -0.3%
DL
286
DOHJ LLC
Washington
$784K +$101K +2,618 +15%
Bank of Montreal
287
Bank of Montreal
Ontario, Canada
$779K +$338K +8,771 +76%
MAS
288
Meeder Advisory Services
Ohio
$776K +$114K +2,965 +17%
ZIG
289
Zurich Insurance Group
Switzerland
$765K -$2.21M -57,160 -74%
CP
290
Creekside Partners
California
$764K +$764K +19,888 New
SSWM
291
Sheets Smith Wealth Management
North Carolina
$761K +$8.87K +231 +1%
CAM
292
Carret Asset Management
New York
$760K -$1.27K -33 -0.2%
FG
293
Fiduciary Group
Georgia
$756K +$18K +469 +2%
SMWM
294
Silvia McColl Wealth Management
California
$754K +$37.2K +968 +5%
SPC
295
Sigma Planning Corp
Michigan
$753K -$169K -4,409 -18%
SFS
296
Sowell Financial Services
Arkansas
$753K -$58.9K -1,532 -7%
FIM
297
Freedom Investment Management
Connecticut
$748K -$288K -7,504 -28%
FFN
298
Focus Financial Network
Minnesota
$742K -$62.9K -1,537 -8%
LSPW
299
Lake Street Private Wealth
Illinois
$737K -$2.65K -69 -0.4%
RVPG
300
Relative Value Partners Group
$737K +$737K +19,192 New
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