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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 %
QCM
376
Quantinno Capital Management
New York
$703K +$55.8K +1,371 +9%
CWM
377
Chesapeake Wealth Management
Virginia
$691K +$303K +7,441 +78%
BCM
378
Boltwood Capital Management
California
$688K +$5.45K +134 +0.8%
LWM
379
LongView Wealth Management
Georgia
$675K +$143K +3,516 +27%
TNAM
380
Terra Nova Asset Management
New York
$670K +$8.99K +221 +1%
FCA
381
Fortis Capital Advisors
Kansas
$668K -$623K -14,314 -48%
GT
382
Glenmede Trust
Pennsylvania
$664K – – –
CIAS
383
Capital Investment Advisory Services
North Carolina
$659K +$1.14K +28 +0.2%
CP
384
Creekside Partners
California
$654K -$51.9K -1,277 -7%
CI
385
Clal Insurance
Israel
$651K – – –
Fidelity Investments
386
Fidelity Investments
Massachusetts
$648K +$334K +8,205 +106%
BBL
387
Beck Bode LLC
Massachusetts
$644K -$258K -6,356 -29%
CAPTRUST Financial Advisors
388
CAPTRUST Financial Advisors
North Carolina
$639K +$639K +15,721 New
WAM
389
Weinberger Asset Management
California
$637K +$20.4K +501 +3%
TIAA Trust, National Association
390
TIAA Trust, National Association
North Carolina
$636K -$793K -19,488 -55%
Capstone Investment Advisors
391
Capstone Investment Advisors
New York
$629K +$629K +15,464 New
Vontobel Holding
392
Vontobel Holding
Switzerland
$619K +$128K +3,137 +26%
VWM
393
VCI Wealth Management
Missouri
$609K +$249K +6,130 +69%
DAS
394
Diversify Advisory Services
Utah
$606K -$5.09K -130 -0.8%
WWM
395
Waterway Wealth Management
Texas
$605K -$202K -4,971 -25%
BB
396
Burford Brothers
Texas
$604K +$54.5K +1,341 +10%
BRWA
397
B. Riley Wealth Advisors
Florida
$592K -$110K -2,702 -16%
OFS
398
Orrstown Financial Services
Pennsylvania
$591K +$30.3K +745 +5%
NL
399
NWAM LLC
Washington
$587K +$144K +3,547 +33%
MYIA
400
Mount Yale Investment Advisors
Colorado
$585K -$166K -4,076 -22%
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