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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
$744M
2
Creative Planning
Creative Planning
Kansas
$966M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$75M
4
CIA
Capital Investment Advisors
Georgia
$37.2M
5
PF
Phoenix Financial
Israel
$98.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$205M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$55.3M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
4
Ameriprise
Ameriprise
Minnesota
$42.6M
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
626
Armor Investment Advisors
North Carolina
$5.34K +$1.7K +43 +47%
RMC
627
Resources Management Corp
Connecticut
$5K – – –
JEST
628
JTC Employer Solutions Trustee
Jersey
$5K – – –
EW
629
Element Wealth
Mississippi
$4.94K – – –
KHC
630
Koesten Hirschmann & Crabtree
Kansas
$4.78K – – –
AWM
631
Activest Wealth Management
Florida
$4.35K -$593 -15 -12%
SA
632
Scarborough Advisors
Maryland
$4.31K +$40 +1 +0.9%
WTA
633
Washington Trust Advisors
Massachusetts
$3.91K – – –
MWM
634
Mascoma Wealth Management
New Hampshire
$3.8K – – –
LF
635
LifeSteps Financial
California
$3.72K +$3.72K +94 New
PMFA
636
Plante Moran Financial Advisors
Michigan
$3.6K +$3.6K +91 New
GWANC
637
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.49K +$2.1K +53 +151%
AAP
638
Arax Advisory Partners
Colorado
$3.44K – – –
PPC
639
Park Place Capital
Alabama
$3.28K – – –
QC
640
Quent Capital
New York
$3.26K – – –
BIM
641
Breakwater Investment Management
Washington
$3.24K +$3.24K +82 New
PP
642
PFS Partners
New Jersey
$3.07K +$39 +1 +1%
HBW
643
Hazlett, Burt & Watson
West Virginia
$3K – – –
VAMG
644
Voisard Asset Management Group
Michigan
$2.97K – – –
AF
645
Arrow Financial
New York
$2.93K – – –
RFG
646
REAP Financial Group
Texas
$2.77K – – –
PB
647
Pinnacle Bancorp
Nebraska
$2.65K – – –
DJSG
648
D.J. St. Germain
Massachusetts
$2.61K – – –
AFWM
649
Abich Financial Wealth Management
Virginia
$2.45K – – –
MAWCM
650
Mine & Arao Wealth Creation & Management
California
$2.37K – – –
24 25
26
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