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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 %
AC
351
Abbrea Capital
California
$576K +$28.8K +729 +5%
SAW
352
Signal Advisors Wealth
Michigan
$564K +$150K +3,785 +36%
CAL
353
Capital Advisors Ltd
Ohio
$562K -$82.5K -2,088 -13%
ACA
354
Aptus Capital Advisors
Alabama
$560K +$249K +6,292 +80%
IPW
355
Intergy Private Wealth
Colorado
$554K -$69.4K -1,755 -11%
FWM
356
Foguth Wealth Management
Michigan
$553K +$553K +13,980 New
SIA
357
Soltis Investment Advisors
Utah
$550K +$83.2K +2,105 +18%
HNB
358
Huntington National Bank
Ohio
$549K -$557K – –
HCC
359
Hirtle Callaghan & Co
Pennsylvania
$546K – – –
UCFA
360
United Capital Financial Advisors
Texas
$541K +$541K +13,695 New
EC
361
Estate Counselors
Wisconsin
$541K -$13M -328,250 -96%
PIWA
362
Prevail Innovative Wealth Advisors
Kansas
$538K +$316K +7,991 +142%
BF
363
BOK Financial
Oklahoma
$535K – – –
MCM
364
MontVue Capital Management
Virginia
$533K +$5.57K +141 +1%
CFP
365
Cascade Financial Partners
California
$526K +$526K +14,118 New
CIA
366
Concurrent Investment Advisors
Florida
$526K -$89.3K -2,259 -15%
IAN
367
Integrated Advisors Network
Texas
$523K -$3.95K -100 -0.7%
GJIA
368
Glass Jacobson Investment Advisors
Maryland
$520K -$47.6K -1,205 -8%
MCM
369
MAI Capital Management
Ohio
$517K -$64.6K -1,635 -11%
N
370
Natixis
France
$510K +$29.6K +749 +6%
TYCC
371
Texas Yale Capital Corp
Florida
$509K – – –
DLHL
372
Donald L. Hagan LLC
Florida
$506K -$224K -5,662 -31%
H
373
HoyleCohen
California
$502K +$15.9K +401 +3%
KFS
374
Kaizen Financial Strategies
California
$501K +$271K +6,863 +118%
WAM
375
Weinberger Asset Management
California
$501K +$4.43K +112 +0.9%
13 14
15
16 17