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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 %
HI
301
Harper Investing
California
$768K +$768K +19,433 New
TB
302
Treynor Bancshares
Iowa
$765K -$37.3K -943 -5%
LSPW
303
Lake Street Private Wealth
Illinois
$761K +$15.1K +383 +2%
FG
304
Fiduciary Group
Georgia
$760K +$69.9K +1,767 +10%
PCS
305
Personal CFO Solutions
New Jersey
$757K -$151K -3,813 -17%
BCM
306
Boltwood Capital Management
California
$757K -$53.1K -1,344 -7%
FNT
307
First National Trust
Pennsylvania
$750K +$2.97K +75 +0.4%
JGC
308
J. Goldman & Co
New York
$741K +$741K +18,750 New
IFAM
309
Institutional & Family Asset Management
Colorado
$741K -$9.96K -252 -1%
MC
310
Martin & Co
Tennessee
$740K -$17.1K -432 -2%
Bank of New York Mellon
311
Bank of New York Mellon
New York
$728K +$392K +9,910 +116%
FPAS
312
Focus Partners Advisor Solutions
Missouri
$726K +$136K +3,440 +23%
SPIA
313
Steward Partners Investment Advisory
New York
$724K -$27K -684 -4%
JWCA
314
J.W. Cole Advisors
Florida
$713K +$47.6K +1,226 +7%
HVIA
315
Hudson Valley Investment Advisors
New York
$706K +$36.4K +921 +5%
DL
316
DOHJ LLC
Washington
$704K +$704K +17,799 New
FFN
317
Focus Financial Network
Minnesota
$703K -$36.5K -1,021 -5%
SMWM
318
Silvia McColl Wealth Management
California
$701K +$6.32K +168 +0.9%
Renaissance Technologies
319
Renaissance Technologies
New York
$696K +$696K +17,600 New
GKWIM
320
Gerber Kawasaki Wealth & Investment Management
California
$695K -$193K -4,871 -22%
AWAP
321
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$687K +$35.4K +896 +5%
UFAC
322
Urban Financial Advisory Corp
Illinois
$684K -$5.46K -138 -0.8%
MAS
323
Meeder Advisory Services
Ohio
$681K +$12.3K +310 +2%
BWM
324
Birchcreek Wealth Management
Ohio
$670K +$2.29K +58 +0.3%
KF
325
Krilogy Financial
Missouri
$653K -$165K -4,165 -20%
11 12
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