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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 %
AIIMS
426
Analyst IMS Investment Management Services
Israel
$330K +$330K +8,579 New
HSBC Holdings
427
HSBC Holdings
United Kingdom
$328K +$328K +8,548 New
FHB
428
First Hawaiian Bank
Hawaii
$326K -$21.2K -553 -6%
CI
429
Conning Inc
Connecticut
$326K – – –
RJT
430
Raymond James Trust
Florida
$321K +$47.9K +1,246 +18%
Lido Advisors
431
Lido Advisors
California
$314K +$314K +8,181 New
VA
432
Valmark Advisers
Ohio
$314K +$57.8K +1,504 +23%
KW
433
KWB Wealth
California
$313K – – –
CWM
434
Congress Wealth Management
Massachusetts
$312K – – –
CCFM
435
Clear Creek Financial Management
Washington
$312K -$36.4K -947 -10%
ACM
436
Arlington Capital Management
Illinois
$303K -$1.96K -51 -0.6%
ST
437
Spinnaker Trust
Maine
$301K – – –
PT
438
Plimoth Trust
Massachusetts
$298K -$39.1K -1,017 -12%
FNBOH
439
First National Bank of Hutchinson
Kansas
$297K – – –
RC
440
Rovin Capital
Arizona
$295K -$1.84K -48 -0.6%
TBC
441
Ted Buchan & Co
California
$293K +$293K +7,632 New
RWA
442
Rooted Wealth Advisors
Illinois
$292K +$5.08K +125 +2%
BFC
443
Blue Fin Capital
Rhode Island
$291K +$23K +600 +9%
WCFA
444
Walkner Condon Financial Advisors
Wisconsin
$290K -$176K -4,586 -38%
FNBT
445
FineMark National Bank & Trust
Florida
$289K – – –
AC
446
Avestar Capital
New York
$272K +$272K +7,070 New
SIM
447
Seaview Investment Managers
Florida
$271K +$30.5K +794 +13%
MWM
448
Modern Wealth Management
Kansas
$269K +$77 +2 +0%
BCWM
449
Bartlett & Co Wealth Management
Ohio
$265K +$14.6K +380 +6%
SBIA
450
Sheaff Brock Investment Advisors
Indiana
$261K -$5.42K -141 -2%
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