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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 %
BF
351
BOK Financial
Oklahoma
$529K – – –
LCWP
352
Legacy Capital Wealth Partners
Arkansas
$526K +$526K +13,698 New
MCM
353
MontVue Capital Management
Virginia
$526K +$7.95K +207 +2%
RW
354
RVW Wealth
California
$521K -$564K -14,673 -52%
Envestnet Portfolio Solutions
355
Envestnet Portfolio Solutions
Illinois
$520K -$47.9K -1,246 -8%
Jones Financial Companies
356
Jones Financial Companies
Missouri
$519K +$390K +10,162 +304%
YIH
357
Y-Intercept (HK)
Hong Kong
$505K +$285K +7,408 +129%
SSA
358
Schonfeld Strategic Advisors
New York
$501K +$501K +13,036 New
CA
359
CoreCap Advisors
Michigan
$499K -$2.89M -75,133 -85%
TYCC
360
Texas Yale Capital Corp
Florida
$495K – – –
H
361
HoyleCohen
California
$494K +$6.91K +180 +1%
N
362
Natixis
France
$492K -$3.27K -85 -0.7%
KIG
363
Kessler Investment Group
Indiana
$491K -$301K -7,832 -38%
CIA
364
Concurrent Investment Advisors
Florida
$475K -$35.3K -920 -7%
FFL
365
Financial Freedom LLC
Ohio
$472K -$121K -3,159 -20%
HNB
366
Huntington National Bank
Ohio
$471K -$549K – –
AWM
367
Avitas Wealth Management
California
$471K +$4.23K +110 +0.9%
Thrivent Financial for Lutherans
368
Thrivent Financial for Lutherans
Minnesota
$467K -$1.11M -28,857 -70%
UCFA
369
United Capital Financial Advisors
Texas
$466K -$59.5K -1,550 -11%
TNAM
370
Terra Nova Asset Management
New York
$464K +$384 +10 +0.1%
SIGI
371
Susquehanna International Group (Ireland)
Ireland
$461K +$461K +11,992 New
AWM
372
Atticus Wealth Management
Florida
$458K +$18.4K +478 +4%
OFS
373
Orrstown Financial Services
Pennsylvania
$455K +$38.4K +1,000 +9%
IPW
374
Intergy Private Wealth
Colorado
$452K -$86.3K -2,248 -16%
MMG
375
Monetary Management Group
Missouri
$444K +$7.68K +200 +2%
13 14
15
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