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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.

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
1
Creative Planning
Kansas
$1.3B
2
Wells Fargo
2
Wells Fargo
California
$156M
3
Raymond James Financial
3
Raymond James Financial
Florida
$51M
4
MWM
4
Modern Wealth Management
Kansas
$25.4M
5
MIC
5
Means Investment Company
Maine
$18.2M

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$9.6M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$78.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.2M
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$66.2M
5
WA
5
WestEnd Advisors
North Carolina
$130K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
Modern Wealth Management
Kansas
$25.4M 623,605 +616,602 +8,805%
PCH
27
PGIM Custom Harvest
New Jersey
$24.7M 607,810 -8,277 -1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$24.5M 602,855 -18,982 -3%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$23.3M 572,203 +93,783 +20%
Goldman Sachs
30
Goldman Sachs
New York
$21.4M 525,401 -294,440 -36%
DJFS
31
Dean Jacobson Financial Services
Texas
$21M 516,074 +17,496 +4%
Mariner
32
Mariner
Kansas
$20.2M 496,494 -143,879 -22%
SMM
33
Stadion Money Management
Georgia
$19.9M 489,297 +28,948 +6%
AM
34
AGF Management
Ontario, Canada
$19.4M 476,816 +213,106 +81%
WFPG
35
Waller Financial Planning Group
Ohio
$19.2M 471,334 +5,236 +1%
WIM
36
Warwick Investment Management
Texas
$19.1M 468,728 +839 +0.2%
HighTower Advisors
37
HighTower Advisors
Illinois
$18.8M 463,360 -78,127 -14%
CTB
38
Country Trust Bank
Illinois
$18.5M 454,905 +28,900 +7%
Millennium Management
39
Millennium Management
New York
$18.3M 450,504 -162,662 -27%
KWM
40
Kingsview Wealth Management
Oregon
$18.3M 449,600 -286,829 -39%
MIC
41
Means Investment Company
Maine
$18.2M 447,698 +447,698 New
PG
42
Proffitt & Goodson
Tennessee
$18.1M 444,771 +8,224 +2%
JCM
43
Janney Capital Management
Pennsylvania
$17.5M 431,304 -18,522 -4%
MYLI
44
Meiji Yasuda Life Insurance
Japan
$17.5M 429,157 – –
Citadel Advisors
45
Citadel Advisors
Florida
$17.4M 427,248 +426,356 +47,798%
TRCT
46
Tower Research Capital (TRC)
New York
$16.3M 401,120 +342,865 +589%
MTWSIF
47
Mivtachim The Workers Social Insurance Fund
Israel
$16M 393,300 -16,000 -4%
GKWIM
48
Gerber Kawasaki Wealth & Investment Management
California
$15.8M 387,972 +20,256 +6%
WWA
49
WCG Wealth Advisors
Nevada
$15.6M 384,775 -5,088 -1%
JF
50
Jump Financial
Illinois
$15.5M 380,409 +380,409 New
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