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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 %
1WM
326
1900 Wealth Management
Texas
$633K +$633K +16,492 New
QCM
327
Quantinno Capital Management
New York
$628K -$148K -3,845 -19%
GT
328
Glenmede Trust
Pennsylvania
$628K +$254K +6,619 +68%
CL
329
COWA LLC
Oklahoma
$621K +$621K +16,162 New
MTWSIF
330
Mivtachim The Workers Social Insurance Fund
Israel
$615K -$15.4M -400,000 -96%
CI
331
Clal Insurance
Israel
$615K – – –
TWA
332
Talisman Wealth Advisors
New Jersey
$604K +$11.1K +289 +2%
FFS
333
Founders Financial Securities
Maryland
$599K +$180K +4,694 +43%
JF
334
JSF Financial
California
$597K +$597K +15,538 New
CFO
335
Colony Family Offices
North Carolina
$596K – – –
SPIA
336
Steward Partners Investment Advisory
New York
$589K -$115K -2,985 -16%
TSWM
337
Triangle Securities Wealth Management
North Carolina
$576K +$576K +14,985 New
RSWM
338
Robertson Stephens Wealth Management
California
$573K -$60.2K -1,567 -10%
HAS
339
HBW Advisory Services
California
$568K -$464K -12,091 -45%
HIM
340
Harbour Investment Management
Washington
$568K -$16.1K -420 -3%
CIAS
341
Capital Investment Advisory Services
North Carolina
$565K +$193K +5,035 +52%
KFS
342
Kaizen Financial Strategies
California
$561K +$37.9K +917 +7%
Millennium Management
343
Millennium Management
New York
$560K -$11.9M -311,114 -96%
LWM
344
LongView Wealth Management
Georgia
$549K -$12.6K -328 -2%
WAM
345
Weinberger Asset Management
California
$539K +$52.1K +1,357 +11%
BB
346
Burford Brothers
Texas
$538K +$61.1K +1,590 +13%
BWM
347
Birchcreek Wealth Management
Ohio
$535K -$115K -3,006 -18%
NCM
348
Novare Capital Management
North Carolina
$534K -$325K -8,449 -38%
GJIA
349
Glass Jacobson Investment Advisors
Maryland
$531K +$25.9K +675 +5%
HCC
350
Hirtle Callaghan & Co
Pennsylvania
$530K -$576 -15 -0.1%
12 13
14
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