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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
+$336M
2
Creative Planning
Creative Planning
Kansas
+$180M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$39.6M
4
CIA
Capital Investment Advisors
Georgia
+$37.2M
5
PF
Phoenix Financial
Israel
+$35.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$193M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$162M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$36.5M
4
Ameriprise
Ameriprise
Minnesota
-$23.8M
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
376
Snowden Capital Advisors
New York
$499K +$105K +2,651 +27%
CWM
377
Comprehensive Wealth Management
Washington
$498K +$37.8K +955 +8%
KPWS
378
Kestra Private Wealth Services
Texas
$494K +$205K +5,198 +71%
BB
379
Burford Brothers
Texas
$491K -$593 -15 -0.1%
Kovitz Investment Group Partners
380
Kovitz Investment Group Partners
Illinois
$482K +$482K +12,195 New
AWM
381
Avitas Wealth Management
California
$480K -$6.25K -158 -1%
WCFA
382
Walkner Condon Financial Advisors
Wisconsin
$480K -$235K -5,939 -33%
TNAM
383
Terra Nova Asset Management
New York
$477K +$477K +12,068 New
TFA
384
Teamwork Financial Advisors
Texas
$462K -$163K -4,133 -26%
Bank of Montreal
385
Bank of Montreal
Ontario, Canada
$454K -$673K -17,016 -60%
AWM
386
Atticus Wealth Management
Florida
$453K -$56.1K -1,420 -11%
MMG
387
Monetary Management Group
Missouri
$449K +$9.88K +250 +2%
FMWA
388
Forvis Mazars Wealth Advisors
Missouri
$445K +$4.27K +108 +1%
DADC
389
D.A. Davidson & Co
Montana
$438K -$14.9K -378 -3%
HGERS
390
Householder Group Estate & Retirement Specialist
Arizona
$432K +$17.1K +432 +4%
FFS
391
Founders Financial Securities
Maryland
$431K -$322K -8,149 -43%
OFS
392
Orrstown Financial Services
Pennsylvania
$429K +$39.5K +1,000 +10%
CCA
393
Conservest Capital Advisors
Pennsylvania
$429K +$1.74K +44 +0.4%
WAS
394
WESPAC Advisors SoCal
California
$425K +$59.1K +1,494 +16%
HI
395
Horizon Investments
North Carolina
$421K -$317K -8,027 -43%
IA
396
IFG Advisory
Georgia
$421K +$174K +4,414 +71%
WWM
397
Waterway Wealth Management
Texas
$418K +$16.4K +416 +4%
CRWM
398
Castle Rock Wealth Management
California
$415K +$3.37K +93 +0.8%
PPP
399
Private Portfolio Partners
New Jersey
$412K -$47.7K -1,206 -10%
CWM
400
Cranbrook Wealth Management
Michigan
$411K -$25.7K -651 -6%
14 15
16
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