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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 %
WA
551
Waverly Advisors
Alabama
$68.5K +$68.5K +1,733 New
FDCDDQ
552
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.3K – – –
SWA
553
SOA Wealth Advisors
New York
$66.7K +$356 +9 +0.5%
AssetMark Inc
554
AssetMark Inc
California
$65.4K -$6.93M -175,426 -99%
T
555
Tidemark
California
$62.2K +$40 +1 +0.1%
Parallax Volatility Advisers
556
Parallax Volatility Advisers
California
$57.2K -$121K -3,073 -68%
VCM
557
Viewpoint Capital Management
Washington
$54.1K – – –
WTC
558
WhitTier Trust Company
Nevada
$53.6K – – –
APC
559
Aspire Private Capital
North Carolina
$53.6K +$3.99K +101 +8%
BWL
560
Bogart Wealth LLC
Virginia
$52.3K – – –
MIM
561
MTM Investment Management
South Carolina
$47.2K +$2.02K +51 +4%
MG
562
Mather Group
Illinois
$46.1K +$46.1K +1,152 New
TC
563
Truvestments Capital
Florida
$43.6K +$198 +5 +0.5%
CFGS
564
Concourse Financial Group Securities
Alabama
$42.6K -$237 -6 -0.6%
NP
565
NorthRock Partners
Minnesota
$39.2K +$27.5K +696 +236%
AA
566
Addison Advisors
Vermont
$38.5K -$1.9K -48 -5%
TCWA
567
Turtle Creek Wealth Advisors
Texas
$36.6K -$5.77K -146 -14%
IGWM
568
ICA Group Wealth Management
Colorado
$35.9K -$237 -6 -0.7%
National Bank of Canada
569
National Bank of Canada
Quebec, Canada
$34.1K -$11.8K -312 -26%
NCTC
570
New Covenant Trust Company
Indiana
$33.4K +$33.4K +846 New
RIL
571
Rothschild Investment LLC
Illinois
$33.2K – – –
VWM
572
Valley Wealth Managers
New Jersey
$29.6K +$1.31K +33 +5%
EWM
573
Evermay Wealth Management
Virginia
$29.1K – – –
Northwestern Mutual Wealth Management
574
Northwestern Mutual Wealth Management
Wisconsin
$28.3K +$18.6K +471 +193%
WT
575
Washington Trust
Rhode Island
$27.8K +$27.8K +704 New
21 22
23
24 25