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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 %
CWM
401
Chesapeake Wealth Management
Virginia
$391K +$28.5K +741 +8%
Fidelity Investments
402
Fidelity Investments
Massachusetts
$387K +$185K +4,817 +92%
HI
403
Horizon Investments
North Carolina
$385K -$23.9K -623 -6%
ACA
404
Aptus Capital Advisors
Alabama
$382K -$162K -4,220 -30%
FWCM
405
Ferguson Wellman Capital Management
Oregon
$382K -$438K -11,415 -53%
VWM
406
Venturi Wealth Management
Texas
$379K +$79.1K +2,060 +26%
PWM
407
Perigon Wealth Management
California
$379K +$82.3K +2,143 +28%
AF
408
Apexium Financial
Texas
$366K -$6.34K -165 -2%
WIC
409
Woodmont Investment Counsel
Tennessee
$365K -$259K -6,731 -41%
FUBT
410
First United Bank & Trust
Maryland
$358K -$34.2K -890 -9%
GRP
411
Global Retirement Partners
California
$357K -$675K -17,570 -65%
DADC
412
D.A. Davidson & Co
Montana
$357K -$68.6K -1,785 -16%
ARG
413
Advisory Resource Group
Oklahoma
$356K -$9.45K -246 -3%
OIS
414
Okabena Investment Services
Minnesota
$350K – – –
UAS
415
United Asset Strategies
New York
$346K -$37.7K -982 -10%
BCMO
416
Buckingham Capital Management (Ohio)
Ohio
$346K +$26.9K +700 +8%
WA
417
Wambolt & Associates
Colorado
$345K +$17.5K +460 +5%
FA
418
Flagstar Advisors
New York
$341K +$72.8K +1,896 +27%
CFB
419
Cullen/Frost Bankers
Texas
$340K +$187K +4,856 +122%
1CP
420
17 Capital Partners
Arizona
$339K +$16.4K +428 +5%
RWA
421
Roberts Wealth Advisors
California
$338K -$12.1K -314 -3%
MWM
422
MGB Wealth Management
Texas
$338K – – –
SWM
423
Stockman Wealth Management
Montana
$335K – – –
GFA
424
Gallagher Fiduciary Advisors
Illinois
$334K -$4.49K -117 -1%
MA
425
Montag & Associates
Georgia
$331K -$2.3M -59,900 -87%
15 16
17
18 19