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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
+$113M
2
Wells Fargo
Wells Fargo
California
+$95.1M
3
MWM
Modern Wealth Management
Kansas
+$25.1M
4
MIC
Means Investment Company
Maine
+$18.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$17.3M

Top Sellers

1
Squarepoint
Squarepoint
New York
-$192M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$78.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$62.8M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$52.9M
5
WA
WestEnd Advisors
North Carolina
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
401
COWA LLC
Oklahoma
$581K – – –
FDW
402
Fourth Dimension Wealth
Ohio
$579K +$579K +14,226 New
PG
403
Prostatis Group
Maryland
$577K -$2.23M -54,795 -79%
ACP
404
Aveo Capital Partners
Colorado
$577K -$67K -1,648 -10%
RA
405
Rational Advisors
New York
$575K +$575K +14,150 New
HCC
406
Hirtle Callaghan & Co
Pennsylvania
$571K +$9.8K +241 +2%
IA
407
IFG Advisory
Georgia
$570K +$570K +14,021 New
DS
408
DRW Securities
Illinois
$559K -$637K -15,652 -53%
WEG
409
World Equity Group
Illinois
$557K +$557K +13,704 New
GJIA
410
Glass Jacobson Investment Advisors
Maryland
$557K +$9.84K +242 +2%
BS
411
Banco Santander
Spain
$554K +$109K +2,671 +24%
NCM
412
Novare Capital Management
North Carolina
$550K -$51.4K -1,265 -9%
MCM
413
MontVue Capital Management
Virginia
$549K -$3.42K -84 -0.6%
HIM
414
Harbour Investment Management
Washington
$545K – – –
SS
415
SBI Securities
Japan
$543K +$543K +13,355 New
TVM
416
True Vision MN
Minnesota
$529K +$529K +13,006 New
1L
417
10Elms LLP
Oklahoma
$529K +$529K +12,995 New
BFIC
418
Bedell Frazier Investment Counselling
California
$527K -$6.88M -169,110 -93%
3AM
419
3EDGE Asset Management
Florida
$524K +$524K +12,885 New
TYCC
420
Texas Yale Capital Corp
Florida
$524K – – –
N
421
Natixis
France
$521K -$1.34K -33 -0.3%
FA
422
Forefront Analytics
Pennsylvania
$518K -$392K -9,631 -43%
PP
423
Patten & Patten
Tennessee
$518K +$22.4K +550 +5%
MMG
424
Monetary Management Group
Missouri
$511K – – –
PPA
425
Pilgrim Partners Asia
Singapore
$508K +$508K +12,500 New
15 16
17
18 19