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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 %
DL
451
DOHJ LLC
Washington
$457K -$446K -10,080 -49%
NS
452
NBC Securities
Alabama
$455K -$6.07K -136 -1%
SC
453
Scotia Capital
Ontario, Canada
$448K +$176K +3,950 +65%
CAG
454
Csenge Advisory Group
Florida
$444K +$444K +10,216 New
WAS
455
Wealth Advisory Solutions
Indiana
$436K -$33.2K -743 -7%
WA
456
Wambolt & Associates
Colorado
$430K +$27.2K +613 +7%
CCA
457
Conservest Capital Advisors
Pennsylvania
$429K – – –
AWM
458
Atticus Wealth Management
Florida
$427K -$105K -2,359 -20%
FWCM
459
Ferguson Wellman Capital Management
Oregon
$427K -$16.8K -376 -4%
CWM
460
Chesapeake Wealth Management
Virginia
$426K -$28.8K -645 -6%
GRP
461
Global Retirement Partners
California
$425K +$9.87K +221 +2%
USCWA
462
U.S. Capital Wealth Advisors
Texas
$422K -$66.8K -1,496 -14%
AF
463
Apexium Financial
Texas
$420K -$6.48K -145 -2%
1CP
464
17 Capital Partners
Arizona
$414K +$20.3K +454 +5%
BFC
465
Blue Fin Capital
Rhode Island
$410K +$71.1K +1,591 +21%
OIS
466
Okabena Investment Services
Minnesota
$407K – – –
ANTB
467
AMG National Trust Bank
Colorado
$401K -$109K -2,446 -21%
SIA
468
Soltis Investment Advisors
Utah
$400K -$70.7K -1,583 -15%
SF
469
Summit Financial
New Jersey
$400K +$400K +8,946 New
UAS
470
United Asset Strategies
New York
$396K -$6.61K -148 -2%
RWA
471
Roberts Wealth Advisors
California
$396K +$13.8K +319 +4%
VWM
472
VCI Wealth Management
Missouri
$396K -$588K -13,161 -60%
AF
473
Arrow Financial
New York
$390K +$390K +8,732 New
FA
474
Flagstar Advisors
New York
$390K -$7.28K -163 -2%
SWM
475
Stockman Wealth Management
Montana
$389K – – –
17 18
19
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