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

Top Sellers

1
Squarepoint
Squarepoint
New York
$9.6M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$78.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.2M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
$66.2M
5
WA
WestEnd Advisors
North Carolina
$130K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
301
Ranch Capital Advisors
Florida
$1.11M +$60.4K +1,485 +6%
ZIG
302
Zullo Investment Group
Pennsylvania
$1.09M -$35.2K -865 -3%
HHRDM
303
H&H Retirement Design & Management
Nevada
$1.09M +$27.4K +649 +3%
MWM
304
Modera Wealth Management
New Jersey
$1.08M -$5.45K -134 -0.5%
EFS
305
Econ Financial Services
Pennsylvania
$1.08M +$1.08M +26,440 New
SFS
306
Sowell Financial Services
Arkansas
$1.07M +$282K +6,929 +36%
PCS
307
Personal CFO Solutions
New Jersey
$1.07M +$290K +7,138 +37%
FPW
308
Fairvoy Private Wealth
Alabama
$1.07M +$1.07M +26,332 New
FIA
309
Foundations Investment Advisors
Arizona
$1.06M +$434K +10,681 +69%
Focus Partners Wealth
310
Focus Partners Wealth
Massachusetts
$1.05M +$504K +12,381 +92%
Jones Financial Companies
311
Jones Financial Companies
Missouri
$1.04M +$342K +8,416 +49%
CAAM
312
Cornerstone Advisors Asset Management
Pennsylvania
$1.03M – – –
WT
313
Whittier Trust
California
$1.02M +$603K +14,828 +143%
CTC
314
Central Trust Company
Missouri
$1.02M +$107K +2,624 +12%
WAOTB
315
Wealth Advisors of Tampa Bay
Florida
$1.01M -$25.6K -630 -2%
CFP
316
Cascade Financial Partners
California
$1.01M +$210K +5,156 +26%
MFG
317
Magnus Financial Group
New York
$998K +$15.2K +374 +2%
ABC
318
Associated Banc-Corp
Wisconsin
$990K +$8.91K +219 +0.9%
CWM
319
Cornerstone Wealth Management
Missouri
$988K +$17.8K +438 +2%
HVIA
320
Hudson Valley Investment Advisors
New York
$981K +$74.3K +1,827 +8%
AWM
321
Avior Wealth Management
Nebraska
$965K -$9.23K -227 -0.9%
KPWS
322
Kestra Private Wealth Services
Texas
$964K +$22.1K +543 +2%
USCWA
323
U.S. Capital Wealth Advisors
Texas
$946K +$562K +13,822 +146%
FG
324
Fiduciary Group
Georgia
$945K +$144K +3,529 +18%
TAM
325
Tocqueville Asset Management
New York
$945K +$945K +23,231 New
11 12
13
14 15