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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 %
WAP
551
Wealthcare Advisory Partners
Pennsylvania
$238K -$228K -5,607 -49%
Bank of Montreal
552
Bank of Montreal
Ontario, Canada
$235K -$1.01M -24,788 -81%
SC
553
Sierra Capital
Florida
$235K +$2.48K +61 +1%
PPP
554
Private Portfolio Partners
New Jersey
$235K +$447 +11 +0.2%
MMA
555
Miracle Mile Advisors
California
$234K +$234K +5,753 New
FCM
556
Fourpath Capital Management
Oklahoma
$231K +$231K +5,675 New
CA
557
Calton & Associates
Florida
$230K +$230K +5,664 New
BSHC
558
Breed's Hill Capital
Massachusetts
$230K – – –
JFG
559
Jefferies Financial Group
New York
$230K -$1.31M -32,210 -85%
PCG
560
Prosperity Consulting Group
Maryland
$228K +$228K +5,607 New
FHA
561
First Horizon Advisors
Tennessee
$228K -$6.96K -171 -3%
TWP
562
Tyche Wealth Partners
Texas
$226K +$7K +172 +3%
BHA
563
Beech Hill Advisors
New York
$224K -$2.28K -56 -1%
SIC
564
Sigma Investment Counselors
Michigan
$223K +$223K +5,493 New
HH
565
Hilltop Holdings
Texas
$223K -$547K -13,453 -71%
AIP
566
Almanack Investment Partners
Pennsylvania
$219K +$21.1K +518 +11%
SC
567
Solstein Capital
California
$217K – – –
REMPR
568
Roof Eidam Maycock Peralta (REMP)
California
$214K +$2.28K +56 +1%
MFG
569
Merit Financial Group
Georgia
$214K +$20.6K +506 +11%
RWA
570
Rooted Wealth Advisors
Illinois
$213K -$46.2K -1,153 -18%
HBS
571
Howard Bailey Securities
Indiana
$213K +$213K +5,227 New
SSW
572
Smith Shellnut Wilson
Mississippi
$212K -$1.22K -30 -0.6%
PWW
573
Pettyjohn Wood & White
Virginia
$212K -$12.2K -300 -5%
AWM
574
Apollon Wealth Management
South Carolina
$212K +$212K +5,207 New
MCC
575
Money Concepts Capital
Florida
$212K +$212K +5,206 New
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