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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 %
CTC
376
Central Trust Company
Missouri
$443K -$147K -3,826 -25%
AFG
377
Atomi Financial Group
New York
$442K +$47.7K +1,241 +12%
HGERS
378
Householder Group Estate & Retirement Specialist
Arizona
$441K +$21.8K +569 +5%
TSS
379
Two Sigma Securities
New York
$440K +$440K +11,465 New
ANTB
380
AMG National Trust Bank
Colorado
$438K +$59.6K +1,552 +16%
SYBT
381
Stock Yards Bank & Trust
Kentucky
$435K +$35.8K +931 +9%
CRWM
382
Castle Rock Wealth Management
California
$429K -$6.16K -162 -1%
RPCONE
383
Retirement Planning Company of New England
Rhode Island
$429K +$47.2K +1,228 +12%
SWP
384
Stratos Wealth Partners
Ohio
$429K +$53.1K +1,382 +14%
CCA
385
Conservest Capital Advisors
Pennsylvania
$429K – – –
IAN
386
Integrated Advisors Network
Texas
$428K -$80.7K -2,102 -16%
SSA
387
Sierra Summit Advisors
Nevada
$424K +$47.4K +1,235 +13%
ACP
388
Aveo Capital Partners
Colorado
$422K +$16.3K +424 +4%
FMWA
389
Forvis Mazars Wealth Advisors
Missouri
$422K -$10.7K -279 -2%
USCWA
390
U.S. Capital Wealth Advisors
Texas
$420K +$76K +1,978 +22%
SCA
391
Snowden Capital Advisors
New York
$419K -$66.3K -1,725 -14%
MBTD
392
Mechanics Bank - Trust Department
California
$410K +$97.8K +2,545 +31%
RWA
393
River Wealth Advisors
Pennsylvania
$407K -$168K -4,377 -29%
SIA
394
Soltis Investment Advisors
Utah
$405K -$130K -3,377 -24%
WAS
395
Wealth Advisory Solutions
Indiana
$404K +$28.3K +738 +8%
DC
396
Davenport & Co
Virginia
$403K +$22.6K +589 +6%
PVI
397
Pine Valley Investments
New Jersey
$402K +$402K +10,458 New
CWM
398
Cranbrook Wealth Management
Michigan
$400K – – –
WT
399
Whittier Trust
California
$398K +$1.46K +38 +0.4%
NS
400
NBC Securities
Alabama
$396K +$59K +1,539 +17%
14 15
16
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