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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 %
SW
526
SMART Wealth
Nebraska
$276K -$1.49M -36,742 -84%
PT
527
Plimoth Trust
Massachusetts
$273K +$7K +172 +3%
WSFS
528
Wilmington Savings Fund Society
Delaware
$269K -$29.1K -715 -10%
NC
529
NovaPoint Capital
Georgia
$265K +$16.8K +413 +7%
GFA
530
Gallagher Fiduciary Advisors
Illinois
$264K +$9.8K +241 +4%
LSAG
531
Lake Street Advisors Group
New Hampshire
$264K +$9.56K +235 +4%
CGA
532
Crescent Grove Advisors
Illinois
$262K – – –
WPP
533
Whalerock Point Partners
Rhode Island
$260K – – –
IA
534
Intellus Advisors
Florida
$260K +$260K +6,382 New
ACM
535
Arlington Capital Management
Illinois
$255K -$89.3K -2,196 -26%
MAS
536
Madden Advisory Services
Florida
$254K +$407 +10 +0.2%
KI
537
Kapitalo Investimentos
Brazil
$251K +$251K +6,170 New
CAC
538
Core Alternative Capital
Georgia
$249K +$249K +6,120 New
ACA
539
Atlas Capital Advisors
Wyoming
$248K -$207K -5,097 -46%
KWM
540
Keebeck Wealth Management
Illinois
$245K – – –
AIA
541
Ally Invest Advisors
North Carolina
$245K +$22.3K +549 +10%
BC
542
Barrett & Company
Rhode Island
$244K +$2.12K +52 +0.9%
TA
543
TFB Advisors
Kansas
$243K -$15.7K -387 -6%
BCWM
544
Bartlett & Co Wealth Management
Ohio
$243K -$37.5K -921 -13%
CCA
545
Conservest Capital Advisors
Pennsylvania
$242K -$199K -4,881 -45%
LFG
546
Larson Financial Group
Missouri
$241K +$5.33K +131 +2%
PWM
547
Pines Wealth Management
North Carolina
$240K +$240K +6,129 New
NDSI
548
Newman Dignan & Sheerar Inc
Rhode Island
$240K +$2.93K +72 +1%
EPM
549
Elm Partners Management
Pennsylvania
$240K -$14.8K -365 -6%
MOS
550
MGO One Seven
Ohio
$239K -$28.2K -694 -11%
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