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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.

New
Increased
Maintained
Reduced
Closed
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
Creative Planning
Kansas
+$113M
2
Wells Fargo
Wells Fargo
California
+$95.1M
3
MWM
Modern Wealth Management
Kansas
+$25.1M
4
MIC
Means Investment Company
Maine
+$18.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$17.3M

Top Sellers

1
Squarepoint
Squarepoint
New York
-$192M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$78.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$62.8M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$52.9M
5
WA
WestEnd Advisors
North Carolina
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
476
AMG National Trust Bank
Colorado
$368K +$3.7K +91 +1%
SWM
477
Stockman Wealth Management
Montana
$365K +$10.4K +256 +3%
RWA
478
Roberts Wealth Advisors
California
$358K -$8.84K -220 -2%
FA
479
Flagstar Advisors
New York
$356K +$1.75K +43 +0.5%
TCM
480
TD Capital Management
Tennessee
$355K +$3.74K +92 +1%
GSWM
481
Golden State Wealth Management
California
$353K +$353K +8,675 New
MA
482
Montag & Associates
Georgia
$352K +$1.1K +27 +0.3%
KW
483
KWB Wealth
California
$351K -$1.39K -31 -0.4%
AIIMS
484
Analyst IMS Investment Management Services
Israel
$349K – – –
Parallax Volatility Advisers
485
Parallax Volatility Advisers
California
$344K +$274K +6,745 +391%
LSA
486
L & S Advisors
California
$344K +$1.22K +30 +0.4%
MWM
487
MGB Wealth Management
Texas
$344K – – –
WCM
488
WealthTrak Capital Management
Virginia
$340K +$340K +8,356 New
MEAC
489
M.E. Allison & Co
Texas
$327K +$327K +8,044 New
ST
490
Spinnaker Trust
Maine
$322K +$3.66K +90 +1%
RW
491
RVW Wealth
California
$319K -$224K -5,517 -41%
MAM
492
Mystic Asset Management
Rhode Island
$318K +$318K +7,820 New
TC
493
Trilogy Capital
California
$318K -$4.56M -112,053 -93%
Qube Research & Technologies (QRT)
494
Qube Research & Technologies (QRT)
United Kingdom
$317K -$650K -15,986 -67%
BFA
495
Bragg Financial Advisors
North Carolina
$316K +$63.1K +1,552 +25%
CCFM
496
Clear Creek Financial Management
Washington
$315K +$407 +10 +0.1%
FNBOH
497
First National Bank of Hutchinson
Kansas
$315K – – –
Betterment LLC
498
Betterment LLC
New York
$311K +$86.6K +2,127 +39%
TBC
499
Ted Buchan & Co
California
$310K – – –
SC
500
Scotia Capital
Ontario, Canada
$309K -$98.8K -2,429 -24%
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