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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

651 hedge funds and large institutions have $4.57B invested in Real Estate Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 240 increasing their positions, 241 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-29
Holders Change %
-4.26%
% of All Funds
9.47%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
65
Increased
240
Reduced
241
Closed
87
Calls
$16.7M
Puts
$82.6M
Net Calls
-$65.9M
Net Calls Change
-$47.1M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$1.05B
2
MIH
Meitav Investment House
Israel
$68.9M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$115M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$95.3M
5
Morgan Stanley
Morgan Stanley
New York
$222M

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
$4.25M
2
LPL Financial
LPL Financial
California
$121M
3
BlackRock
BlackRock
New York
$73.4K
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$615K
5
WWA
WCG Wealth Advisors
Nevada
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRC
576
New Republic Capital
North Carolina
$8.83K +$8.83K +230 New
CA
577
Continuum Advisory
Idaho
$8.6K – – –
LIA
578
Lynx Investment Advisory
District of Columbia
$8.59K +$8.59K +224 New
EAM
579
Eukles Asset Management
Ohio
$8.26K +$2.61K +68 +46%
MSFP
580
Mark Sheptoff Financial Planning
Connecticut
$8.26K +$8.26K +215 New
CIBC Private Wealth Group
581
CIBC Private Wealth Group
Georgia
$8.1K -$19.1K -498 -70%
FP
582
Financial Perspectives
Minnesota
$7.65K -$8.57K -223 -53%
NRG
583
Nemes Rush Group
Michigan
$7.41K +$7.41K +193 New
GI
584
Gradient Investments
Minnesota
$7.26K +$7.26K +189 New
FFA
585
Farther Finance Advisors
California
$7.02K +$76 +2 +1%
BFS
586
Bare Financial Services
Pennsylvania
$6.96K – – –
PFA
587
Pathway Financial Advisers
Indiana
$6.87K +$77 +2 +1%
FCT
588
First Community Trust
Iowa
$6.84K – – –
GEA
589
Glen Eagle Advisors
New Jersey
$6.76K -$12.6K -327 -65%
GI
590
GAMMA Investing
California
$6.72K -$7.22K -188 -52%
WB
591
Webster Bank
Connecticut
$6.53K – – –
AWM
592
Angeles Wealth Management
California
$6.26K -$14.6K -380 -70%
AW
593
Avion Wealth
Texas
$6K +$34 +1 +0.6%
SS
594
Sunbelt Securities
Texas
$5.95K +$5.95K +155 New
FFA
595
Founders Financial Alliance
North Carolina
$5.94K -$1.46K -38 -20%
BTI
596
Blue Trust Inc
Georgia
$5.73K – – –
GFPC
597
Global Financial Private Client
Florida
$5.57K – – –
GIM
598
Gold Investment Management
Alberta, Canada
$5.57K – – –
BAM
599
Bellevue Asset Management
Washington
$5.34K – – –
CIA
600
Cape Investment Advisory
Georgia
$5.3K – – –
22 23
24
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