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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 %
VA
426
Valmark Advisers
Ohio
$500K -$202K -4,976 -29%
BCMO
427
Buckingham Capital Management (Ohio)
Ohio
$490K +$12.2K +300 +3%
FLPIM
428
F.L. Putnam Investment Management
Massachusetts
$488K +$488K +12,009 New
LCWP
429
Legacy Capital Wealth Partners
Arkansas
$485K +$485K +11,916 New
DL
430
DOHJ LLC
Washington
$483K +$62.8K +1,544 +15%
RPCONE
431
Retirement Planning Company of New England
Rhode Island
$482K +$31K +762 +7%
PIWA
432
Prevail Innovative Wealth Advisors
Kansas
$480K +$480K +11,792 New
CFO
433
Colony Family Offices
North Carolina
$479K – – –
MWM
434
Moulton Wealth Management
Washington
$478K +$250K +6,159 +110%
LC
435
Luminist Capital
Michigan
$476K +$476K +11,700 New
DIP
436
DT Investment Partners
Pennsylvania
$471K +$277K +6,823 +144%
FW
437
Fairway Wealth
Ohio
$469K -$54K -1,327 -10%
II
438
Impact Investors
California
$468K +$468K +11,517 New
SCA
439
Snowden Capital Advisors
New York
$468K +$7.4K +182 +2%
CIA
440
Concurrent Investment Advisors
Florida
$466K -$837K -20,580 -64%
MBTD
441
Mechanics Bank - Trust Department
California
$466K +$15.3K +377 +3%
NA
442
Nestegg Advisors
New York
$465K +$465K +11,078 New
AWM
443
Avitas Wealth Management
California
$463K -$27.9K -687 -6%
SFM
444
Signet Financial Management
New Jersey
$462K +$462K +11,348 New
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$461K +$376K +9,243 +441%
IPW
446
Intergy Private Wealth
Colorado
$461K -$18.9K -465 -4%
HGERS
447
Householder Group Estate & Retirement Specialist
Arizona
$456K -$15.2K -374 -3%
UAS
448
United Asset Strategies
New York
$452K +$91.5K +2,251 +25%
CJ
449
Caitlin John
Michigan
$450K -$183K -4,501 -29%
BI
450
Bolthouse Investments
California
$449K +$449K +11,042 New
16 17
18
19 20