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

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$9.6M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$78.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.2M
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$66.2M
5
WA
5
WestEnd Advisors
North Carolina
$130K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
276
Stillwater Capital Advisors
Pennsylvania
$1.3M +$42.6K +1,048 +3%
TC
277
Trust Company
Kansas
$1.29M +$91.1K +2,240 +8%
CC
278
Callan Capital
California
$1.27M -$56K -1,378 -4%
PIMG
279
Patriot Investment Management Group
Tennessee
$1.25M +$34.7K +852 +3%
CPG
280
Cornerstone Planning Group
New Jersey
$1.25M +$881 +21 +0.1%
WANY
281
Wealthspire Advisors (New York)
New York
$1.24M -$194K -4,773 -14%
US Bancorp
282
US Bancorp
Minnesota
$1.24M -$163K -3,999 -12%
Mercer Global Advisors
283
Mercer Global Advisors
Colorado
$1.24M +$35.7K +878 +3%
BAM
284
Belpointe Asset Management
Nevada
$1.22M -$676K -15,520 -36%
William Blair & Company
285
William Blair & Company
Illinois
$1.22M -$17.5K -430 -1%
OAM
286
Oppenheimer Asset Management
New York
$1.21M +$1.21M +29,712 New
QFA
287
Quattro Financial Advisors
Texas
$1.21M +$1.21M +29,148 New
PSF
288
Pacific Sun Financial
California
$1.2M +$142K +3,494 +13%
BFG
289
Bleakley Financial Group
New Jersey
$1.2M +$85K +2,089 +8%
CAM
290
Cresset Asset Management
Illinois
$1.19M -$924K -22,727 -44%
SB
291
Simmons Bank
Arkansas
$1.19M +$268K +6,588 +29%
TCOO
292
Trust Company of Oklahoma
Oklahoma
$1.19M +$1.1K +27 +0.1%
ORC
293
O'Rourke & Company
Massachusetts
$1.19M +$127K +3,127 +12%
Bank of Nova Scotia
294
Bank of Nova Scotia
Ontario, Canada
$1.17M -$3.63M -89,080 -76%
CCB
295
Country Club Bank
Missouri
$1.15M +$111K +2,747 +11%
AWM
296
Axxcess Wealth Management
California
$1.14M +$331K +8,139 +41%
VWA
297
Visionary Wealth Advisors
Illinois
$1.14M -$728K -17,902 -39%
Cerity Partners
298
Cerity Partners
New York
$1.13M +$297K +7,292 +35%
KAS
299
Kestra Advisory Services
Texas
$1.12M -$82.2K -2,021 -7%
PPW
300
Pasadena Private Wealth
California
$1.12M +$1.12M +27,523 New
10 11
12
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