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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 %
GWSG
501
GPS Wealth Strategies Group
Colorado
$168K -$3.11K -81 -2%
CWP
502
Concord Wealth Partners
Virginia
$168K -$129K -3,357 -43%
ACA
503
Atlas Capital Advisors
Wyoming
$166K -$4.07K -106 -2%
CIM
504
Contravisory Investment Management
Massachusetts
$164K +$24K +625 +17%
AA
505
Ancora Advisors
Ohio
$152K – – –
AF
506
Advisornet Financial
Minnesota
$150K +$28.1K +731 +23%
IA
507
IFP Advisors
Florida
$144K +$17.2K +447 +14%
AWM
508
Abound Wealth Management
Tennessee
$125K -$192 -5 -0.2%
SNB
509
Security National Bank
Nebraska
$116K – – –
ANBT
510
American National Bank & Trust
Texas
$114K +$19.6K +510 +21%
OC
511
Oakworth Capital
Alabama
$97.5K +$97.5K +2,538 New
PFSC
512
Peoples Financial Services Corp
Pennsylvania
$96.4K – – –
MG
513
Mather Group
Illinois
$91.2K +$45.6K +1,154 +100%
LWANC
514
Laurel Wealth Advisors (North Carolina)
North Carolina
$89.4K -$88.8K -2,313 -50%
CCM
515
Chilton Capital Management
Texas
$85.1K +$5.8K +151 +7%
TFGT
516
TS Financial Group (TSFG)
Illinois
$83K -$8.36K -217 -9%
TSWM
517
Tyler-Stone Wealth Management
Ohio
$82K – – –
FRA
518
Front Row Advisors
California
$81.5K – – –
ST
519
Smithfield Trust
Pennsylvania
$79K – – –
GTAM
520
Global Trust Asset Management
Florida
$78.5K – – –
WP
521
WealthShield Partners
North Carolina
$77.3K +$231 +6 +0.3%
BlackRock
522
BlackRock
New York
$73.4K -$17.2M -448,061 -100%
UB
523
UMB Bank
Missouri
$73.1K -$15K -391 -17%
HCP
524
Hexagon Capital Partners
Arkansas
$72K +$192 +5 +0.3%
PIS
525
POM Investment Strategies
North Carolina
$68.1K – – –
19 20
21
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