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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
+$78.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.1M
4
RJA
Raymond James & Associates
Florida
+$56.5M
5
Morgan Stanley
Morgan Stanley
New York
+$54.2M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$67M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$47.8M
3
Wells Fargo
Wells Fargo
California
-$16.2M
4
Jane Street
Jane Street
New York
-$14.7M
5
WG
Winton Group
United Kingdom
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
401
COWA LLC
Oklahoma
$638K -$83.8K -1,876 -12%
FFS
402
Founders Financial Securities
Maryland
$638K -$58.8K -1,316 -8%
HI
403
Horizon Investments
North Carolina
$626K +$178K +3,977 +40%
RBFC
404
Roman Butler Fullerton & Co
Missouri
$624K +$624K +14,100 New
OFS
405
Orrstown Financial Services
Pennsylvania
$616K +$87K +1,948 +16%
SSA
406
Schonfeld Strategic Advisors
New York
$616K +$33.6K +752 +6%
HCC
407
Hirtle Callaghan & Co
Pennsylvania
$616K – – –
CF
408
Cantor Fitzgerald
New York
$610K +$610K +13,654 New
MCM
409
MontVue Capital Management
Virginia
$606K -$5.09K -114 -0.8%
BB
410
Burford Brothers
Texas
$603K -$22.1K -494 -4%
GJIA
411
Glass Jacobson Investment Advisors
Maryland
$601K -$16.5K -370 -3%
SWP
412
Stratos Wealth Partners
Ohio
$601K +$102K +2,281 +20%
Focus Partners Wealth
413
Focus Partners Wealth
Massachusetts
$600K +$600K +13,426 New
HIM
414
Harbour Investment Management
Washington
$599K -$61.2K -1,370 -9%
RW
415
RVW Wealth
California
$597K -$9.11K -204 -2%
SSA
416
Sierra Summit Advisors
Nevada
$595K +$101K +2,268 +21%
LWM
417
LongView Wealth Management
Georgia
$584K -$54.3K -1,215 -8%
TYCC
418
Texas Yale Capital Corp
Florida
$576K – – –
FW
419
Fairway Wealth
Ohio
$574K -$353K -7,912 -38%
N
420
Natixis
France
$574K +$1.47K +33 +0.3%
VWM
421
Venturi Wealth Management
Texas
$562K +$121K +2,700 +27%
MMG
422
Monetary Management Group
Missouri
$561K +$44.7K +1,000 +9%
FEM
423
Fulcrum Equity Management
Texas
$553K +$553K +12,370 New
PP
424
Patten & Patten
Tennessee
$544K +$544K +12,177 New
Vontobel Holding
425
Vontobel Holding
Switzerland
$540K +$540K +12,084 New
15 16
17
18 19