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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 %
NC
526
NovaPoint Capital
Georgia
$272K -$2.01K -45 -0.7%
KWM
527
Keebeck Wealth Management
Illinois
$269K -$14.2K -317 -5%
PIA
528
Perennial Investment Advisors
California
$268K -$35.2K -789 -12%
Walleye Trading
529
Walleye Trading
New York
$267K – – –
GFS
530
GYL Financial Synergies
Connecticut
$267K -$3.44K -77 -1%
BC
531
Barrett & Company
Rhode Island
$266K – – –
WS
532
Wedbush Securities
California
$259K +$259K +5,801 New
LFG
533
Larson Financial Group
Missouri
$258K +$6.3K +141 +2%
JFGIW
534
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$258K -$3.4K -76 -1%
NDSI
535
Newman Dignan & Sheerar Inc
Rhode Island
$258K +$19.5K +442 +8%
FHA
536
First Horizon Advisors
Tennessee
$258K -$9.61K -215 -4%
PPP
537
Private Portfolio Partners
New Jersey
$257K -$2.86K -64 -1%
DLHL
538
Donald L. Hagan LLC
Florida
$257K -$2.9K -65 -1%
SC
539
Sierra Capital
Florida
$256K -$47.5K -1,061 -16%
MS
540
Maven Securities
Jersey
$256K +$256K +5,726 New
JPLA
541
Joseph P. Lucia & Associates
New York
$255K +$255K +5,714 New
BSHC
542
Breed's Hill Capital
Massachusetts
$253K +$253K +5,658 New
MAM
543
MMA Asset Management
Pennsylvania
$252K +$252K +7,396 New
OWA
544
Octavia Wealth Advisors
Ohio
$250K -$31.2K -699 -11%
BHA
545
Beech Hill Advisors
New York
$248K – – –
IA
546
IFP Advisors
Florida
$248K +$80.3K +1,797 +48%
PWW
547
Pettyjohn Wood & White
Virginia
$246K -$1.56K -35 -0.6%
Betterment LLC
548
Betterment LLC
New York
$246K +$246K +5,509 New
AIA
549
Ally Invest Advisors
North Carolina
$244K +$4.15K +93 +2%
MWM
550
Moulton Wealth Management
Washington
$243K +$243K +5,595 New
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