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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 %
TWA
476
Tandem Wealth Advisors
Arizona
$261K – – –
BCWM
477
Bartlett & Co Wealth Management
Ohio
$257K -$329K -8,311 -56%
WPP
478
Whalerock Point Partners
Rhode Island
$254K – – –
HCM
479
Hollencrest Capital Management
California
$254K – – –
RIA
480
Realta Investment Advisors
Delaware
$250K -$53.8K -1,362 -18%
SIM
481
Seaview Investment Managers
Florida
$248K -$67.9K -1,718 -22%
JFGIW
482
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$248K -$17.3K -438 -7%
LSAG
483
Lake Street Advisors Group
New Hampshire
$247K +$247K +6,245 New
NC
484
NovaPoint Capital
Georgia
$242K +$119 +3 +0%
GFS
485
GYL Financial Synergies
Connecticut
$242K -$4.94K -125 -2%
FCM
486
Fourpath Capital Management
Oklahoma
$240K +$240K +6,076 New
BFA
487
Bragg Financial Advisors
North Carolina
$240K -$4.63K -117 -2%
PI
488
PFG Investments
New York
$240K +$24.3K +615 +11%
BC
489
Barrett & Company
Rhode Island
$235K – – –
DFCM
490
Dark Forest Capital Management
Puerto Rico
$235K -$620K -15,686 -72%
MAS
491
Madden Advisory Services
Florida
$234K – – –
CG
492
Cutler Group
California
$230K -$379K -9,580 -62%
PWW
493
Pettyjohn Wood & White
Virginia
$230K – – –
YIH
494
Y-Intercept (HK)
Hong Kong
$227K +$227K +5,740 New
CTI
495
Community Trust & Investment
Kentucky
$226K -$2.92M -73,919 -93%
Brown Advisory
496
Brown Advisory
Maryland
$225K +$225K +5,694 New
RC
497
Roundview Capital
New Jersey
$223K +$15K +380 +7%
DLCIG
498
D.L. Carlson Investment Group
New Hampshire
$220K -$268K -6,787 -55%
IBOK
499
Independence Bank of Kentucky
Kentucky
$218K +$1.38K +35 +0.6%
SC
500
Scotia Capital
Ontario, Canada
$217K -$15.4K -390 -7%
18 19
20
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