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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

739 hedge funds and large institutions have $6.39B invested in Real Estate Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 290 increasing their positions, 211 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
739
Holders Change
+88
Holders Change %
+13.52%
% of All Funds
10.69%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.25%
New
147
Increased
290
Reduced
211
Closed
53
Calls
$31.4M
Puts
$194M
Net Calls
-$162M
Net Calls Change
-$96.3M

Top Buyers

1
Squarepoint
Squarepoint
New York
$221M
2
Creative Planning
Creative Planning
Kansas
$1.3B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$114M
4
RJA
Raymond James & Associates
Florida
$71.2M
5
Morgan Stanley
Morgan Stanley
New York
$312M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$63M
3
Wells Fargo
Wells Fargo
California
$67.2M
4
Jane Street
Jane Street
New York
$819K
5
WG
Winton Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWAP
376
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$795K -$7.59K -170 -0.9%
FFN
377
Focus Financial Network
Minnesota
$794K -$15.7K -352 -2%
CP
378
Creekside Partners
California
$776K -$113K -2,522 -13%
HNB
379
Huntington National Bank
Ohio
$772K -$471K – –
VA
380
Valmark Advisers
Ohio
$772K +$407K +9,113 +112%
OMC
381
Old Mission Capital
Illinois
$765K +$765K +17,129 New
BRWA
382
B. Riley Wealth Advisors
Florida
$765K -$3.63K -82 -0.5%
Jones Financial Companies
383
Jones Financial Companies
Missouri
$758K +$159K +3,601 +27%
AWA
384
Arkadios Wealth Advisors
Georgia
$752K +$752K +16,833 New
BCM
385
Boltwood Capital Management
California
$749K -$20.1K -450 -3%
RJT
386
Raymond James Trust
Florida
$739K +$366K +8,196 +98%
1WM
387
1900 Wealth Management
Texas
$737K – – –
GT
388
Glenmede Trust
Pennsylvania
$730K – – –
TNAM
389
Terra Nova Asset Management
New York
$726K +$187K +4,183 +35%
CIAS
390
Capital Investment Advisory Services
North Carolina
$722K +$65K +1,455 +10%
CI
391
Clal Insurance
Israel
$715K – – –
QCM
392
Quantinno Capital Management
New York
$711K -$19.4K -434 -3%
ACP
393
Aveo Capital Partners
Colorado
$708K +$217K +4,849 +44%
TB
394
Treynor Bancshares
Iowa
$701K -$139K -3,107 -17%
FIA
395
Foundations Investment Advisors
Arizona
$687K -$6.73M -150,610 -91%
DAS
396
Diversify Advisory Services
Utah
$685K -$76.8K -1,749 -10%
WAM
397
Weinberger Asset Management
California
$677K +$50.7K +1,134 +8%
CJ
398
Caitlin John
Michigan
$675K +$675K +15,577 New
NCM
399
Novare Capital Management
North Carolina
$660K +$39.5K +885 +6%
WMWM
400
Whitaker-Myers Wealth Managers
Ohio
$651K +$651K +14,566 New
14 15
16
17 18