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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 %
FPGK
451
Financial Partners Group (Kansas)
Kansas
$308K -$88.9K -2,248 -22%
BJL
452
Brighton Jones LLC
Washington
$307K +$307K +7,778 New
RC
453
Rovin Capital
Arizona
$306K -$123K -3,119 -29%
FNBOH
454
First National Bank of Hutchinson
Kansas
$306K – – –
CWP
455
Concord Wealth Partners
Virginia
$305K -$61.9K -1,565 -17%
PWM
456
Perigon Wealth Management
California
$305K +$2.17K +55 +0.7%
FGA
457
Fortis Group Advisors
New Jersey
$301K +$301K +7,625 New
SW
458
SVB Wealth
Massachusetts
$298K -$65.1K -1,648 -18%
AIP
459
Almanack Investment Partners
Pennsylvania
$297K -$15.3K -386 -5%
FNBT
460
FineMark National Bank & Trust
Florida
$297K +$297K +7,519 New
EMAM
461
Encompass More Asset Management
California
$296K -$52.8K -1,336 -15%
BAM
462
Belpointe Asset Management
Nevada
$292K +$292K +7,381 New
CGA
463
Crescent Grove Advisors
Illinois
$292K – – –
SLC
464
Second Line Capital
Louisiana
$288K -$66.7K -1,686 -19%
RJT
465
Raymond James Trust
Florida
$281K +$71.3K +1,803 +34%
MWM
466
Modern Wealth Management
Kansas
$277K -$8.22K -208 -3%
FA
467
Flagstar Advisors
New York
$276K +$1.78K +45 +0.6%
BFC
468
Blue Fin Capital
Rhode Island
$276K +$15.7K +397 +6%
NL
469
NWAM LLC
Washington
$276K +$276K +7,366 New
KWM
470
Keebeck Wealth Management
Illinois
$275K -$21.9K -554 -7%
SBIA
471
Sheaff Brock Investment Advisors
Indiana
$275K +$40 +1 +0%
RWA
472
Rooted Wealth Advisors
Illinois
$271K +$23.7K +619 +10%
CB
473
Commerce Bank
Missouri
$270K -$6.05K -153 -2%
SC
474
Sierra Capital
Florida
$265K +$1.78K +45 +0.7%
VA
475
Valmark Advisers
Ohio
$263K +$14K +354 +6%
17 18
19
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