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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 %
SYBT
401
Stock Yards Bank & Trust
Kentucky
$411K +$162K +4,100 +65%
WT
402
Whittier Trust
California
$408K -$514 -13 -0.1%
AFG
403
Atomi Financial Group
New York
$406K -$126K -3,179 -24%
FUBT
404
First United Bank & Trust
Maryland
$403K -$140K -3,552 -26%
HR
405
Hardy Reed
Mississippi
$396K +$12K +304 +3%
PS
406
Portfolio Strategies
New York
$396K +$396K +10,009 New
UAS
407
United Asset Strategies
New York
$395K -$66.6K -1,686 -14%
RPCONE
408
Retirement Planning Company of New England
Rhode Island
$393K +$35.3K +892 +10%
ACP
409
Aveo Capital Partners
Colorado
$391K +$108K +2,925 +38%
DC
410
Davenport & Co
Virginia
$391K +$391K +9,895 New
OWA
411
Octavia Wealth Advisors
Ohio
$391K -$10M -253,147 -96%
ANTB
412
AMG National Trust Bank
Colorado
$390K -$5.93K -150 -1%
SSA
413
Sierra Summit Advisors
Nevada
$388K +$3.48K +88 +0.9%
SWP
414
Stratos Wealth Partners
Ohio
$387K -$291K -7,354 -43%
WAS
415
Wealth Advisory Solutions
Indiana
$386K -$93.4K -2,363 -19%
GT
416
Glenmede Trust
Pennsylvania
$384K – – –
Wolverine Trading
417
Wolverine Trading
Illinois
$384K -$4.03K -102 -1%
AF
418
Apexium Financial
Texas
$384K +$15.5K +391 +4%
CIAS
419
Capital Investment Advisory Services
North Carolina
$382K +$40.1K +1,014 +12%
HT
420
Headlands Technologies
Illinois
$381K +$381K +9,637 New
ARG
421
Advisory Resource Group
Oklahoma
$376K +$8.46K +214 +2%
ARC
422
Advisor Resource Council
Texas
$375K -$1.79M -44,786 -83%
CWM
423
Chesapeake Wealth Management
Virginia
$373K +$4.86K +123 +1%
EDRIA
424
Edmonds Duncan Registered Investment Advisors
Kansas
$367K – – –
OIS
425
Okabena Investment Services
Minnesota
$360K – – –
15 16
17
18 19