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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 %
CAL
526
Capital Advisors Ltd
Ohio
$66K -$476K -12,487 -88%
SWA
527
SOA Wealth Advisors
New York
$61.6K -$3.11K -81 -5%
NP
528
NorthRock Partners
Minnesota
$60.5K +$22.5K +585 +59%
BSB
529
Bangor Savings Bank
Maine
$55.4K -$87.8K -2,286 -61%
IAIM
530
International Assets Investment Management
Florida
$53.7K +$53.7K +1,397 New
VF
531
VitalStone Financial
Texas
$53K +$53K +1,381 New
VCM
532
Viewpoint Capital Management
Washington
$52.6K – – –
WTC
533
WhitTier Trust Company
Nevada
$52.1K – – –
APC
534
Aspire Private Capital
North Carolina
$47K -$5.07K -132 -10%
FDCDDQ
535
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.6K -$26.4K -687 -40%
AA
536
Addison Advisors
Vermont
$37.5K – – –
TCWA
537
Turtle Creek Wealth Advisors
Texas
$35.6K – – –
Parallax Volatility Advisers
538
Parallax Volatility Advisers
California
$34K -$21.5K -561 -39%
Northwestern Mutual Wealth Management
539
Northwestern Mutual Wealth Management
Wisconsin
$33.2K +$5.76K +150 +21%
CFGS
540
Concourse Financial Group Securities
Alabama
$30.5K -$10.9K -284 -26%
EWM
541
Evermay Wealth Management
Virginia
$28.2K – – –
CHA
542
Carmichael Hill & Associates
Maryland
$27K +$20.3K +528 +300%
BBHC
543
Brown Brothers Harriman & Co
New York
$26.7K – – –
TIM
544
Tortoise Investment Management
New York
$26.6K +$154 +4 +0.6%
AssetMark Inc
545
AssetMark Inc
California
$26K -$37.6K -978 -59%
BG
546
Bollard Group
Massachusetts
$23K +$191 +5 +0.8%
CAL
547
Capital Analysts LLC
Pennsylvania
$22K +$77 +2 +0.4%
FAM
548
Family Asset Management
South Carolina
$19.7K +$19.7K +513 New
MIM
549
MTM Investment Management
South Carolina
$19.4K -$26.5K -690 -58%
Franklin Resources
550
Franklin Resources
California
$18.7K +$18.7K +487 New
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