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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 %
AC
501
Avestar Capital
New York
$316K – – –
SBIA
502
Sheaff Brock Investment Advisors
Indiana
$314K +$10.1K +227 +3%
MWM
503
Modern Wealth Management
Kansas
$313K +$45 +1 +0%
RWA
504
River Wealth Advisors
Pennsylvania
$309K -$164K -3,679 -35%
GFPC
505
Global Financial Private Client
Florida
$308K +$301K +6,745 +4,652%
BCWM
506
Bartlett & Co Wealth Management
Ohio
$308K – – –
KW
507
KWB Wealth
California
$303K -$730 -19 -0.2%
CF
508
Centaurus Financial
California
$301K +$7.23K +162 +2%
BCP
509
Berkeley Capital Partners
Georgia
$298K +$298K +6,680 New
TWA
510
Tandem Wealth Advisors
Arizona
$296K +$1.03K +23 +0.3%
MOS
511
MGO One Seven
Ohio
$293K +$50K +1,120 +21%
PT
512
Plimoth Trust
Massachusetts
$292K -$54.9K -1,228 -16%
CGA
513
Crescent Grove Advisors
Illinois
$288K – – –
WPP
514
Whalerock Point Partners
Rhode Island
$286K – – –
SWA
515
Strata Wealth Advisors
Texas
$286K +$286K +6,400 New
TA
516
TFB Advisors
Kansas
$284K +$36K +805 +15%
FFA
517
Florida Financial Advisors
Florida
$281K +$281K +6,293 New
RWA
518
Rooted Wealth Advisors
Illinois
$280K -$31.2K -721 -10%
EPM
519
Elm Partners Management
Pennsylvania
$280K +$280K +6,261 New
GFA
520
Gallagher Fiduciary Advisors
Illinois
$280K -$109K -2,449 -28%
PI
521
PFG Investments
New York
$279K +$6.88K +154 +3%
LSAG
522
Lake Street Advisors Group
New Hampshire
$279K – – –
MAS
523
Madden Advisory Services
Florida
$278K +$13.4K +299 +5%
BFA
524
Bragg Financial Advisors
North Carolina
$278K -$670 -15 -0.2%
GTAM
525
Global Trust Asset Management
Florida
$274K +$183K +4,100 +201%
19 20
21
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