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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 %
Bank of New York Mellon
351
Bank of New York Mellon
New York
$793K -$122K -3,000 -13%
LSPW
352
Lake Street Private Wealth
Illinois
$790K +$22.3K +549 +3%
ARG
353
Advisory Resource Group
Oklahoma
$781K +$440K +10,818 +129%
AWAP
354
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$779K +$55.1K +1,356 +8%
TB
355
Treynor Bancshares
Iowa
$775K +$137K +3,363 +21%
CAM
356
Carret Asset Management
New York
$775K -$4.68K -115 -0.6%
CW
357
Cooksen Wealth
Texas
$773K +$44.7K +1,099 +6%
BCP
358
Berkeley Capital Partners
Georgia
$771K +$499K +12,278 +184%
UFAC
359
Urban Financial Advisory Corp
Illinois
$771K +$22.4K +550 +3%
CCM
360
Canal Capital Management
Virginia
$762K +$762K +18,742 New
BWM
361
BCS Wealth Management
Tennessee
$756K -$108K -2,650 -12%
Fidelity International
362
Fidelity International
Bermuda
$754K -$37.3K -917 -5%
P
363
&Partners
Tennessee
$750K +$750K +18,370 New
KFS
364
Kaizen Financial Strategies
California
$744K -$5.04K -124 -0.7%
1WM
365
1900 Wealth Management
Texas
$729K +$58.2K +1,430 +9%
MC
366
Martin & Co
Tennessee
$725K -$33.9K -833 -4%
PFA
367
Pinnacle Family Advisors
Missouri
$725K -$78.9K -1,940 -10%
Envestnet Portfolio Solutions
368
Envestnet Portfolio Solutions
Illinois
$724K -$168K -4,137 -19%
SSA
369
Sierra Summit Advisors
Nevada
$724K +$183K +4,491 +34%
FFN
370
Focus Financial Network
Minnesota
$720K -$3.09K -76 -0.4%
DLCIG
371
D.L. Carlson Investment Group
New Hampshire
$718K -$27.5K -676 -4%
PBK
372
Peoples Bank (Kansas)
Kansas
$717K -$1.19M -29,315 -62%
BFG
373
Berger Financial Group
Minnesota
$709K -$44.6K -1,097 -6%
CIM
374
Contravisory Investment Management
Massachusetts
$708K +$219K +5,395 +45%
LSWP
375
Liberty Square Wealth Partners
Pennsylvania
$708K +$708K +16,838 New
13 14
15
16 17