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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 %
CIBC Private Wealth Group
576
CIBC Private Wealth Group
Georgia
$27.5K +$27.5K +709 New
BBHC
577
Brown Brothers Harriman & Co
New York
$27.5K +$26K +658 +1,778%
TIM
578
Tortoise Investment Management
New York
$27.3K +$119 +3 +0.4%
OSAM
579
O'Shaughnessy Asset Management
Connecticut
$26.3K +$9.8K +248 +59%
BG
580
Bollard Group
Massachusetts
$24K +$121 +3 +0.5%
NIC
581
Northwest Investment Counselors
Oregon
$23.7K +$23.7K +600 New
HIA
582
Harbor Investment Advisory
Maryland
$23.5K – – –
CAL
583
Capital Analysts LLC
Pennsylvania
$22K -$3.48M -89,499 -99%
AWM
584
Angeles Wealth Management
California
$21.5K – – –
GEA
585
Glen Eagle Advisors
New Jersey
$19.9K – – –
EWA
586
EverSource Wealth Advisors
Alabama
$18.5K +$832 +23 +5%
FGAM
587
Financial Gravity Asset Management
Texas
$17.1K -$3.48K -88 -17%
SL
588
Salomon & Ludwin
Virginia
$16.8K +$13K +328 +335%
FP
589
Financial Perspectives
Minnesota
$16.7K +$40 +1 +0.2%
FWP
590
FAS Wealth Partners
Kansas
$16.3K +$14.9K +377 +1,047%
AAMA
591
Advanced Asset Management Advisors
Ohio
$15.4K +$474 +12 +3%
NFSG
592
Newbridge Financial Services Group
Florida
$15.3K – – –
SFCL
593
Strengthening Families & Communities LLC
Massachusetts
$15K +$79 +2 +0.5%
WCM
594
Weaver Capital Management
Georgia
$14.5K +$14.5K +367 New
GI
595
GAMMA Investing
California
$14.3K +$4.63K +117 +48%
EWM
596
EPG Wealth Management
Georgia
$13.6K +$119 +3 +0.9%
WIA
597
Wetzel Investment Advisors
Indiana
$12.9K – – –
Deutsche Bank
598
Deutsche Bank
Germany
$12.8K +$12.8K +325 New
PA
599
Parallel Advisors
California
$12.8K +$1.07K +27 +9%
BONH
600
Bank of New Hampshire
New Hampshire
$11.9K – – –
22 23
24
25 26