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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 %
EWM
576
Evercore Wealth Management
New York
$206K +$206K +4,622 New
FT
577
Fiduciary Trust
Massachusetts
$206K +$206K +4,606 New
CWP
578
Concord Wealth Partners
Virginia
$204K +$8.98K +201 +5%
LIM
579
Leavell Investment Management
Alabama
$202K +$202K +4,530 New
GWSG
580
GPS Wealth Strategies Group
Colorado
$193K -$2.59K -58 -1%
ATS
581
Ashton Thomas Securities
New York
$185K +$185K +4,152 New
AF
582
Advisornet Financial
Minnesota
$182K +$8K +179 +5%
AA
583
Ancora Advisors
Ohio
$176K -$893 -20 -0.5%
AP
584
Advisors Preferred
Maryland
$167K +$167K +3,766 New
Walleye Capital
585
Walleye Capital
New York
$161K -$1.08M -24,100 -87%
AWM
586
Abound Wealth Management
Tennessee
$147K +$2.28K +51 +2%
ANBT
587
American National Bank & Trust
Texas
$145K +$13.4K +300 +10%
SNB
588
Security National Bank
Nebraska
$135K – – –
RDFA
589
Ritter Daniher Financial Advisory
Ohio
$132K +$126K +2,831 +2,283%
OWP
590
ORG Wealth Partners
Texas
$129K +$129K +2,893 New
AWM
591
Angeles Wealth Management
California
$125K +$118K +2,636 +1,617%
PFSC
592
Peoples Financial Services Corp
Pennsylvania
$112K – – –
PWMG
593
Prestige Wealth Management Group
New Jersey
$110K +$110K +2,470 New
VF
594
VitalStone Financial
Texas
$105K +$43K +962 +70%
BA
595
Bristlecone Advisors
Washington
$101K +$101K +2,265 New
NP
596
NorthRock Partners
Minnesota
$100K +$29.6K +662 +42%
LI
597
LRI Investments
Florida
$99.2K +$99.2K +2,310 New
CCM
598
Chilton Capital Management
Texas
$97.7K -$1.21K -27 -1%
TFGT
599
TS Financial Group (TSFG)
Illinois
$96K +$133 +3 +0.1%
Northwestern Mutual Wealth Management
600
Northwestern Mutual Wealth Management
Wisconsin
$93.7K +$55.1K +1,233 +143%
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