XLRE icon

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 %
DJSG
626
D.J. St. Germain
Massachusetts
$2.54K – – –
FCA
627
FinTrust Capital Advisors
South Carolina
$2.48K +$2.48K +65 New
AFWM
628
Abich Financial Wealth Management
Virginia
$2.38K – – –
NCM
629
Northwest Capital Management
Oregon
$2.11K -$6.42K -167 -75%
CPBTD
630
Central Pacific Bank - Trust Division
Hawaii
$1.77K – – –
CIAS
631
CBIZ Investment Advisory Services
Ohio
$1.73K +$1.73K +45 New
PSB
632
Piscataqua Savings Bank
New Hampshire
$1.57K – – –
WWP
633
WR Wealth Planners
Missouri
$1.42K – – –
MCM
634
Manchester Capital Management
Vermont
$1.31K – – –
PCMC
635
Private Capital Management (Colorado)
Colorado
$1.31K – – –
KFI
636
Key Financial Inc
Pennsylvania
$1.19K – – –
PP
637
Pacifica Partners
Canada
$1.03K – – –
HFS
638
Hantz Financial Services
Michigan
$1K – – –
POIA
639
Pin Oak Investment Advisors
Texas
$1K – – –
CMP
640
Coston McIsaac & Partners
Maine
$1K – – –
OWA
641
Opal Wealth Advisors
New York
$999 +$999 +26 New
ME
642
McIlrath & Eck
Washington
$845 – – –
S
643
SignatureFD
Georgia
$845 – – –
OHWP
644
Oak Harbor Wealth Partners
North Carolina
$691 – – –
DCM
645
Davis Capital Management
Florida
$685 – – –
BWL
646
Bogart Wealth LLC
Virginia
$653 -$50.1K -1,305 -99%
MIA
647
MeadowBrook Investment Advisors
Michigan
$615 – – –
BL
648
Balentine LLC
Georgia
$423 – – –
DFA
649
DHJJ Financial Advisors
Illinois
$116 – – –
AWM
650
AllSquare Wealth Management
New York
$115 – – –
24 25
26
27 28