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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 %
TWP
551
Tyche Wealth Partners
Texas
$241K +$241K +5,395 New
GVAG
552
Great Valley Advisor Group
Delaware
$238K +$238K +5,333 New
SC
553
Solstein Capital
California
$238K -$2.23K -50 -0.9%
WCFA
554
Walkner Condon Financial Advisors
Wisconsin
$238K -$99.6K -2,229 -30%
FCI
555
Financial Counselors Inc
Kansas
$237K -$2.68K -60 -1%
VCP
556
Verus Capital Partners
Arizona
$235K +$1.47K +33 +0.6%
SSW
557
Smith Shellnut Wilson
Mississippi
$235K +$235K +5,254 New
REMPR
558
Roof Eidam Maycock Peralta (REMP)
California
$233K +$233K +5,218 New
EMAM
559
Encompass More Asset Management
California
$230K +$230K +5,156 New
CTI
560
Community Trust & Investment
Kentucky
$230K -$33.7K -754 -13%
C
561
CEDRUS
Colorado
$229K +$229K +5,132 New
PPH
562
Pure Portfolios Holdings
Oregon
$229K +$229K +5,118 New
IBOK
563
Independence Bank of Kentucky
Kentucky
$225K -$11.2K -250 -5%
LFAS
564
Level Four Advisory Services
Texas
$224K +$224K +5,179 New
HR
565
Hardy Reed
Mississippi
$223K -$38.2K -856 -15%
IAS
566
Insigneo Advisory Services
Florida
$223K -$18.7K -418 -8%
Fisher Asset Management
567
Fisher Asset Management
Washington
$220K +$220K +4,928 New
IIA
568
Integral Investment Advisors
California
$219K +$219K +4,911 New
SLC
569
Second Line Capital
Louisiana
$218K -$14.4K -322 -6%
AIP
570
Almanack Investment Partners
Pennsylvania
$218K +$218K +4,877 New
SWA
571
Stratos Wealth Advisors
Ohio
$213K +$213K +4,774 New
MFG
572
Merit Financial Group
Georgia
$213K +$213K +4,758 New
DIP
573
DT Investment Partners
Pennsylvania
$212K -$134 -3 -0.1%
LL
574
LPWM LLC
Minnesota
$209K +$209K +4,776 New
VFA
575
Valeo Financial Advisors
Indiana
$208K +$208K +4,661 New
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