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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 %
AIA
601
Armor Investment Advisors
North Carolina
$5.19K – – –
RMC
602
Resources Management Corp
Connecticut
$5K – – –
JEST
603
JTC Employer Solutions Trustee
Jersey
$5K – – –
EW
604
Element Wealth
Mississippi
$4.8K – – –
KHC
605
Koesten Hirschmann & Crabtree
Kansas
$4.78K – – –
RDFA
606
Ritter Daniher Financial Advisory
Ohio
$4.76K +$4.76K +124 New
SSB
607
Sandy Spring Bank
Maryland
$4.65K -$5.3K -138 -53%
SA
608
Scarborough Advisors
Maryland
$4.23K +$38 +1 +0.9%
AWM
609
Activest Wealth Management
Florida
$4.23K – – –
SL
610
Salomon & Ludwin
Virginia
$3.76K -$12.6K -328 -77%
MFT
611
Moisand Fitzgerald Tamayo
Florida
$3.73K +$2.15K +56 +137%
MWM
612
Mascoma Wealth Management
New Hampshire
$3.69K – – –
AAP
613
Arax Advisory Partners
Colorado
$3.34K – – –
FFA
614
Frazier Financial Advisors
Ohio
$3.2K +$1.69K +44 +113%
PPC
615
Park Place Capital
Alabama
$3.19K – – –
BIM
616
Breakwater Investment Management
Washington
$3.15K – – –
YAL
617
Your Advocates Ltd
Texas
$3.07K +$3.07K +80 New
PP
618
PFS Partners
New Jersey
$3.02K – – –
HBW
619
Hazlett, Burt & Watson
West Virginia
$3K – – –
VAMG
620
Voisard Asset Management Group
Michigan
$2.88K – – –
MWA
621
MFA Wealth Advisors
Pennsylvania
$2.77K +$2.77K +72 New
RS
622
Rakuten Securities
Japan
$2.73K +$2.42K +63 +788%
GWANC
623
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.63K -$725 -19 -22%
RFG
624
REAP Financial Group
Texas
$2.61K -$77 -2 -3%
PB
625
Pinnacle Bancorp
Nebraska
$2.57K – – –
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