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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 %
WIC
501
Woodmont Investment Counsel
Tennessee
$308K -$18.1K -445 -6%
PWM
502
Perigon Wealth Management
California
$307K -$780K -18,983 -72%
JPLA
503
Joseph P. Lucia & Associates
New York
$305K +$72.6K +1,786 +31%
IA
504
IFP Advisors
Florida
$303K +$77.8K +1,913 +35%
SWP
505
Stratos Wealth Partners
Ohio
$296K -$250K -6,159 -46%
PI
506
PFG Investments
New York
$295K +$40.8K +1,003 +16%
FNBT
507
FineMark National Bank & Trust
Florida
$294K – – –
AC
508
Avestar Capital
New York
$294K +$6.43K +158 +2%
Fisher Asset Management
509
Fisher Asset Management
Washington
$292K +$91.6K +2,251 +46%
BF
510
Bonfire Financial
Colorado
$291K +$291K +7,165 New
BWM
511
BCO Wealth Management
New Mexico
$289K +$289K +7,115 New
TWA
512
Tandem Wealth Advisors
Arizona
$289K +$19K +468 +7%
Simplex Trading
513
Simplex Trading
Illinois
$288K -$3.17M -78,006 -92%
SBIA
514
Sheaff Brock Investment Advisors
Indiana
$286K +$163 +4 +0.1%
AAP
515
Arax Advisory Partners
Colorado
$286K +$258K +6,342 +923%
BF
516
BOK Financial
Oklahoma
$285K – – –
FNT
517
First National Trust
Pennsylvania
$284K -$13K -320 -4%
PFA
518
Peak Financial Advisors
Colorado
$284K +$284K +6,984 New
WS
519
Wedbush Securities
California
$282K +$46.3K +1,139 +20%
PCWA
520
Pacific Capital Wealth Advisors
California
$282K +$282K +6,933 New
FUBT
521
First United Bank & Trust
Maryland
$281K -$57K -1,402 -17%
BJL
522
Brighton Jones LLC
Washington
$279K +$279K +6,864 New
SAM
523
Sherman Asset Management
California
$279K +$279K +6,855 New
FFA
524
Florida Financial Advisors
Florida
$278K +$22.5K +554 +9%
M
525
MATAURO
New York
$277K +$277K +6,809 New
19 20
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