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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 %
BC
576
Bowman & Company
Wisconsin
$212K +$212K +5,202 New
CWI
577
Conscious Wealth Investments
Florida
$211K +$211K +5,132 New
CTI
578
Community Trust & Investment
Kentucky
$209K -$569 -14 -0.3%
VCP
579
Verus Capital Partners
Arizona
$209K -$5.61K -138 -3%
DP
580
Dearborn Partners
Illinois
$209K +$209K +5,131 New
AWE
581
Avidian Wealth Enterprises
Texas
$206K +$206K +5,072 New
ANBT
582
American National Bank & Trust
Texas
$204K +$71.5K +1,759 +54%
FCI
583
Financial Counselors Inc
Kansas
$202K -$14K -343 -6%
EFG
584
Ethos Financial Group
Pennsylvania
$201K +$201K +4,953 New
FWA
585
Flagship Wealth Advisors
Massachusetts
$196K +$196K +4,830 New
AF
586
Advisornet Financial
Minnesota
$186K +$19.8K +486 +12%
Group One Trading
587
Group One Trading
Illinois
$176K +$176K +4,316 New
RCM
588
Raleigh Capital Management
North Carolina
$166K +$164K +4,023 +7,184%
GTAM
589
Global Trust Asset Management
Florida
$165K -$84.8K -2,084 -34%
GWSG
590
GPS Wealth Strategies Group
Colorado
$161K -$14.6K -360 -8%
AA
591
Ancora Advisors
Ohio
$160K – – –
Toronto Dominion Bank
592
Toronto Dominion Bank
Ontario, Canada
$145K +$144K +3,531 +13,078%
AWM
593
Abound Wealth Management
Tennessee
$136K +$1.95K +48 +1%
PWMG
594
Prestige Wealth Management Group
New Jersey
$136K +$35.4K +871 +35%
AG
595
AmeriFlex Group
Nevada
$132K +$132K +3,194 New
WA
596
WestEnd Advisors
North Carolina
$130K -$44M -1,081,244 -100%
LP
597
LMR Partners
United Kingdom
$129K +$129K +3,164 New
SNB
598
Security National Bank
Nebraska
$129K +$6.1K +150 +5%
CF
599
Centaurus Financial
California
$127K -$146K -3,613 -54%
OWP
600
ORG Wealth Partners
Texas
$118K – – –
22 23
24
25 26