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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 %
SC
451
Sierra Capital
Florida
$261K +$2.66K +69 +1%
PIA
452
Perennial Investment Advisors
California
$261K +$261K +6,793 New
AGM
453
Alpine Global Management
New York
$259K +$259K +6,753 New
TWA
454
Tandem Wealth Advisors
Arizona
$254K – – –
BJL
455
Brighton Jones LLC
Washington
$253K -$45.5K -1,184 -15%
CF
456
Centaurus Financial
California
$253K -$93.5K -2,434 -27%
CGA
457
Crescent Grove Advisors
Illinois
$247K -$36K -936 -13%
WPP
458
Whalerock Point Partners
Rhode Island
$246K -$1.34K -35 -0.5%
KWM
459
Keebeck Wealth Management
Illinois
$243K -$23.7K -616 -9%
OWA
460
Octavia Wealth Advisors
Ohio
$242K -$138K -3,581 -36%
SR
461
Syntax Research
Florida
$241K -$340K -8,860 -59%
LSAG
462
Lake Street Advisors Group
New Hampshire
$240K – – –
BFA
463
Bragg Financial Advisors
North Carolina
$240K +$6.49K +169 +3%
FCM
464
Fourpath Capital Management
Oklahoma
$237K +$3.19K +83 +1%
NC
465
NovaPoint Capital
Georgia
$236K +$691 +18 +0.3%
PI
466
PFG Investments
New York
$234K +$1.31K +34 +0.6%
Kovitz Investment Group Partners
467
Kovitz Investment Group Partners
Illinois
$234K -$234K -6,101 -50%
SC
468
Scotia Capital
Ontario, Canada
$234K +$22.4K +583 +11%
GFS
469
GYL Financial Synergies
Connecticut
$233K -$2.23K -58 -0.9%
Walleye Trading
470
Walleye Trading
New York
$230K +$230K +5,985 New
FHA
471
First Horizon Advisors
Tennessee
$230K -$80.6K -2,099 -26%
BC
472
Barrett & Company
Rhode Island
$229K – – –
MAS
473
Madden Advisory Services
Florida
$228K – – –
CTI
474
Community Trust & Investment
Kentucky
$227K +$6.76K +176 +3%
HR
475
Hardy Reed
Mississippi
$225K -$160K -4,162 -42%
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