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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 %
CCFM
426
Clear Creek Financial Management
Washington
$358K +$46K +1,164 +15%
FHB
427
First Hawaiian Bank
Hawaii
$358K +$7.59K +192 +2%
CF
428
Centaurus Financial
California
$356K -$1.91M -48,304 -84%
USCWA
429
U.S. Capital Wealth Advisors
Texas
$354K -$5.1K -129 -1%
GFA
430
Gallagher Fiduciary Advisors
Illinois
$349K -$10.5K -266 -3%
PT
431
Plimoth Trust
Massachusetts
$347K -$14.5K -366 -4%
NS
432
NBC Securities
Alabama
$347K +$40.6K +1,030 +13%
SWM
433
Stockman Wealth Management
Montana
$344K +$5.06K +128 +1%
CI
434
Conning Inc
Connecticut
$336K – – –
WA
435
Wambolt & Associates
Colorado
$334K +$61K +1,571 +22%
MWM
436
MGB Wealth Management
Texas
$334K – – –
RWA
437
Roberts Wealth Advisors
California
$334K +$334K +9,124 New
IF
438
Intrua Financial
Texas
$333K -$352K -8,906 -51%
1CP
439
17 Capital Partners
Arizona
$332K +$332K +8,390 New
BCMO
440
Buckingham Capital Management (Ohio)
Ohio
$328K – – –
FEM
441
Fulcrum Equity Management
Texas
$328K +$328K +8,298 New
MAM
442
MMA Asset Management
Pennsylvania
$327K +$103K +2,788 +46%
CWM
443
Congress Wealth Management
Massachusetts
$321K -$645K -16,325 -67%
MBTD
444
Mechanics Bank - Trust Department
California
$321K +$16.4K +416 +5%
FHA
445
First Horizon Advisors
Tennessee
$319K -$69.6K -1,760 -18%
ACM
446
Arlington Capital Management
Illinois
$314K +$314K +7,937 New
KW
447
KWB Wealth
California
$313K -$8.93K -226 -3%
ST
448
Spinnaker Trust
Maine
$309K – – –
VWM
449
Venturi Wealth Management
Texas
$309K -$451K -11,399 -59%
MGW
450
MB Generational Wealth
Washington
$309K -$1.19M -6,105 -79%
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