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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 %
CIM
526
Contravisory Investment Management
Massachusetts
$145K +$145K +3,656 New
Jones Financial Companies
527
Jones Financial Companies
Missouri
$132K +$132K +3,343 New
IA
528
IFP Advisors
Florida
$130K +$8.06K +204 +7%
AWM
529
Abound Wealth Management
Tennessee
$129K +$27.4K +693 +27%
AF
530
Advisornet Financial
Minnesota
$125K +$45.4K +1,149 +57%
SNB
531
Security National Bank
Nebraska
$119K – – –
FIM
532
Fernwood Investment Management
Massachusetts
$109K +$109K +2,750 New
PWMG
533
Prestige Wealth Management Group
New Jersey
$107K -$11.9M -300,496 -99%
UOTTAIMCU
534
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$103K +$50.1K +1,267 +95%
PFSC
535
Peoples Financial Services Corp
Pennsylvania
$99.2K -$35.6K -900 -26%
PK
536
Pflug Koory
Nebraska
$97.5K +$237 +6 +0.2%
ANBT
537
American National Bank & Trust
Texas
$96.7K +$83.6K +2,115 +639%
TFGT
538
TS Financial Group (TSFG)
Illinois
$94K -$10.1K -256 -10%
UB
539
UMB Bank
Missouri
$90.7K +$4.94K +125 +6%
ACM
540
Anfield Capital Management
California
$90.4K +$90.4K +2,288 New
ORAM
541
One River Asset Management
Connecticut
$90.1K +$90.1K +2,279 New
FFWA
542
FRG Family Wealth Advisors
Washington
$88.7K +$88.7K +2,450 New
TSWM
543
Tyler-Stone Wealth Management
Ohio
$84.4K -$4.94K -125 -6%
FRA
544
Front Row Advisors
California
$83.9K +$14.3K +363 +21%
CCM
545
Chilton Capital Management
Texas
$81.6K – – –
ST
546
Smithfield Trust
Pennsylvania
$81K – – –
GTAM
547
Global Trust Asset Management
Florida
$80.8K -$13.8K -350 -15%
WP
548
WealthShield Partners
North Carolina
$79.3K -$514 -13 -0.6%
HCP
549
Hexagon Capital Partners
Arkansas
$74K -$36.3K -918 -33%
PIS
550
POM Investment Strategies
North Carolina
$70K – – –
20 21
22
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