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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 %
AWM
426
Avitas Wealth Management
California
$539K -$7.95K -178 -1%
CIM
427
Contravisory Investment Management
Massachusetts
$537K +$346K +7,744 +181%
CIBC Private Wealth Group
428
CIBC Private Wealth Group
Georgia
$535K +$525K +11,762 +5,574%
IPW
429
Intergy Private Wealth
Colorado
$527K +$1.21K +27 +0.2%
CFO
430
Colony Family Offices
North Carolina
$526K -$167K -3,730 -24%
BCMO
431
Buckingham Capital Management (Ohio)
Ohio
$525K +$123K +2,750 +31%
ACA
432
Aptus Capital Advisors
Alabama
$523K +$78.3K +1,753 +18%
SYBT
433
Stock Yards Bank & Trust
Kentucky
$518K +$12.1K +270 +2%
HGERS
434
Householder Group Estate & Retirement Specialist
Arizona
$517K +$4.55K +102 +0.9%
WAP
435
Wealthcare Advisory Partners
Pennsylvania
$512K +$259K +5,807 +103%
FFL
436
Financial Freedom LLC
Ohio
$506K -$42.8K -958 -8%
SCA
437
Snowden Capital Advisors
New York
$505K +$18.5K +414 +4%
ACA
438
Atlas Capital Advisors
Wyoming
$500K +$307K +6,882 +160%
RPCONE
439
Retirement Planning Company of New England
Rhode Island
$496K -$2.86K -64 -0.6%
MBTD
440
Mechanics Bank - Trust Department
California
$494K +$17.9K +401 +4%
PVI
441
Pine Valley Investments
New Jersey
$490K +$23.3K +521 +5%
BS
442
Banco Santander
Spain
$489K +$489K +10,939 New
NL
443
NWAM LLC
Washington
$486K +$486K +10,879 New
UCFA
444
United Capital Financial Advisors
Texas
$478K -$64.5K -1,443 -12%
PA
445
PFG Advisors
Arizona
$470K +$470K +10,532 New
FMWA
446
Forvis Mazars Wealth Advisors
Missouri
$465K -$25.4K -569 -5%
CWM
447
Cranbrook Wealth Management
Michigan
$465K – – –
WT
448
Whittier Trust
California
$462K -$1.7K -38 -0.4%
LMKC
449
L.M. Kohn & Company
Ohio
$459K +$459K +10,282 New
HAS
450
HBW Advisory Services
California
$458K -$202K -4,523 -31%
16 17
18
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