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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 %
RSWM
326
Robertson Stephens Wealth Management
California
$651K +$308K +7,785 +90%
PFA
327
Pinnacle Family Advisors
Missouri
$648K +$648K +16,398 New
DAS
328
Diversify Advisory Services
Utah
$648K +$648K +16,678 New
BCM
329
Brookstone Capital Management
Illinois
$646K +$82.2K +2,080 +15%
CW
330
Cooksen Wealth
Texas
$645K +$77.9K +1,971 +14%
CS
331
Credit Suisse
Switzerland
$642K +$642K +16,243 New
WIC
332
Woodmont Investment Counsel
Tennessee
$642K -$112K -2,838 -15%
CI
333
Clal Insurance
Israel
$632K – – –
BCP
334
Blue Chip Partners
Michigan
$623K -$80.2K -2,029 -11%
DAS
335
Dynamic Advisor Solutions
Arizona
$617K -$229K -5,797 -27%
CFO
336
Colony Family Offices
North Carolina
$613K – – –
IMC Chicago
337
IMC Chicago
Illinois
$612K +$612K +15,493 New
FFL
338
Financial Freedom LLC
Ohio
$611K -$741K -18,740 -55%
TWA
339
Talisman Wealth Advisors
New Jersey
$610K +$193K +4,878 +46%
CTC
340
Central Trust Company
Missouri
$607K -$40.4K -1,021 -6%
HIM
341
Harbour Investment Management
Washington
$601K -$75.5K -1,910 -11%
BRWA
342
B. Riley Wealth Advisors
Florida
$600K +$71.7K +2,105 +14%
SR
343
Syntax Research
Florida
$598K +$2.49K +63 +0.4%
Cerity Partners
344
Cerity Partners
New York
$596K +$291K +7,365 +96%
WS
345
Wedbush Securities
California
$592K -$1.86M -46,959 -76%
TIAA Trust, National Association
346
TIAA Trust, National Association
North Carolina
$592K -$30.5K -772 -5%
RWA
347
River Wealth Advisors
Pennsylvania
$592K -$213K -5,400 -27%
Envestnet Portfolio Solutions
348
Envestnet Portfolio Solutions
Illinois
$584K +$35K +885 +6%
SXL
349
Summit X LLC
Missouri
$583K +$583K +14,748 New
LWM
350
LongView Wealth Management
Georgia
$578K -$146K -3,685 -20%
12 13
14
15 16