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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 %
JWCA
301
J.W. Cole Advisors
Florida
$736K +$30.5K +793 +4%
DAS
302
Dynamic Advisor Solutions
Arizona
$732K +$132K +3,432 +22%
WWM
303
Waterway Wealth Management
Texas
$730K +$324K +8,438 +80%
ATPW
304
Ashton Thomas Private Wealth
Arizona
$723K -$886K -23,055 -55%
TB
305
Treynor Bancshares
Iowa
$723K -$20.3K -529 -3%
PCS
306
Personal CFO Solutions
New Jersey
$722K -$13.4K -350 -2%
MC
307
Martin & Co
Tennessee
$716K -$2.57K -67 -0.4%
WAS
308
WESPAC Advisors SoCal
California
$715K +$302K +7,862 +73%
UFAC
309
Urban Financial Advisory Corp
Illinois
$705K +$39.8K +1,037 +6%
BCP
310
Blue Chip Partners
Michigan
$704K +$97.9K +2,549 +16%
EAM
311
Empirical Asset Management
Massachusetts
$703K -$626K -16,295 -47%
KPWS
312
Kestra Private Wealth Services
Texas
$702K +$222K +5,769 +46%
FPAS
313
Focus Partners Advisor Solutions
Missouri
$701K -$4.8K -125 -0.7%
TIAA Trust, National Association
314
TIAA Trust, National Association
North Carolina
$697K +$122K +3,170 +21%
AWAP
315
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$690K +$22.9K +595 +3%
Bank of New York Mellon
316
Bank of New York Mellon
New York
$686K -$21.7K -564 -3%
HVIA
317
Hudson Valley Investment Advisors
New York
$675K -$36.7K -921 -5%
FNT
318
First National Trust
Pennsylvania
$674K -$55K -1,433 -8%
CW
319
Cooksen Wealth
Texas
$673K +$46.4K +1,208 +7%
Prudential Financial
320
Prudential Financial
New Jersey
$672K -$83.8K -2,181 -11%
DAS
321
Diversify Advisory Services
Utah
$666K +$25.9K +674 +4%
BRWA
322
B. Riley Wealth Advisors
Florida
$666K -$10.8K -280 -2%
AC
323
Abbrea Capital
California
$665K +$105K +2,735 +19%
BCM
324
Boltwood Capital Management
California
$662K -$74.2K -1,932 -10%
CFP
325
Cascade Financial Partners
California
$649K +$107K +2,787 +20%
11 12
13
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