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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 %
WAS
326
WESPAC Advisors SoCal
California
$928K -$431K -10,600 -32%
SPIA
327
Steward Partners Investment Advisory
New York
$925K -$9.07M -222,906 -91%
HNB
328
Huntington National Bank
Ohio
$923K -$772K – –
MGIA
329
Moneta Group Investment Advisors
Missouri
$921K +$122 +3 +0%
JIR
330
James Investment Research
Ohio
$900K +$11.6K +284 +1%
SF
331
Summit Financial
New Jersey
$892K +$528K +12,983 +145%
SMWM
332
Silvia McColl Wealth Management
California
$879K -$4.84K -119 -0.5%
JWCA
333
J.W. Cole Advisors
Florida
$859K -$14.5K -356 -2%
PTC
334
Private Trust Company
Ohio
$848K -$324K -7,957 -28%
FIM
335
Freedom Investment Management
Connecticut
$843K -$391K -9,605 -32%
WP
336
WealthShield Partners
North Carolina
$835K -$13.1K -322 -2%
FFS
337
Founders Financial Securities
Maryland
$833K +$253K +6,218 +44%
HI
338
Horizon Investments
North Carolina
$829K +$259K +6,373 +45%
SIA
339
Soltis Investment Advisors
Utah
$826K +$462K +11,356 +127%
VWM
340
Venturi Wealth Management
Texas
$825K +$314K +7,720 +61%
JF
341
JSF Financial
California
$822K +$73.7K +1,812 +10%
AWA
342
Arkadios Wealth Advisors
Georgia
$819K +$134K +3,301 +20%
PS
343
Principal Securities
Iowa
$819K -$120K -2,958 -13%
SFG
344
Stonebridge Financial Group
Pennsylvania
$811K +$811K +19,946 New
First Trust Advisors
345
First Trust Advisors
Illinois
$811K +$811K +19,935 New
SPC
346
Sigma Planning Corp
Michigan
$808K -$113K -2,790 -12%
SSWM
347
Sheets Smith Wealth Management
North Carolina
$805K – – –
TWA
348
Talisman Wealth Advisors
New Jersey
$800K +$37.6K +924 +5%
JHCP
349
Jackson Hole Capital Partners
Oklahoma
$800K -$8.58K -211 -1%
KIG
350
Kessler Investment Group
Indiana
$794K +$21.1K +518 +3%
12 13
14
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