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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 %
SWA
626
SOA Wealth Advisors
New York
$64.7K -$976 -24 -1%
Deutsche Bank
627
Deutsche Bank
Germany
$62.3K +$8.46K +208 +16%
WTC
628
WhitTier Trust Company
Nevada
$61.3K – – –
OSAM
629
O'Shaughnessy Asset Management
Connecticut
$54.3K +$25.5K +628 +89%
VCM
630
Viewpoint Capital Management
Washington
$53.4K – – –
CA
631
Clearstead Advisors
Ohio
$51.5K -$1.42K -35 -3%
NMG
632
New Millennium Group
Utah
$46.3K -$4.19M -103,025 -99%
FDCDDQ
633
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42K – – –
BCM
634
Barometer Capital Management
Ontario, Canada
$41.9K +$41.9K +1,030 New
National Bank of Canada
635
National Bank of Canada
Quebec, Canada
$41.4K +$20.2K +497 +95%
PK
636
Pflug Koory
Nebraska
$39.9K -$13.7K -337 -26%
JGCM
637
Joseph Group Capital Management
Ohio
$39.3K +$39.3K +966 New
T
638
Transce3nd
Texas
$39K +$39K +960 New
KIM
639
Kestra Investment Management
Texas
$36.1K +$36.1K +888 New
CA
640
Continuum Advisory
Idaho
$35.7K +$9.96K +245 +39%
Q1WB
641
Quest 10 Wealth Builders
Virginia
$32.8K +$32.8K +807 New
AW
642
Avion Wealth
Texas
$32K +$239 +6 +0.8%
MG
643
Mather Group
Illinois
$30.3K – – –
EWM
644
Evermay Wealth Management
Virginia
$29.9K – – –
OC
645
Oakworth Capital
Alabama
$29.2K -$2.48K -61 -8%
TIM
646
Tortoise Investment Management
New York
$28.5K +$203 +5 +0.7%
NC
647
NewSquare Capital
Pennsylvania
$26.6K +$26.6K +654 New
FIM
648
FWL Investment Management
Texas
$26.4K +$26.4K +648 New
WWA
649
Wingate Wealth Advisors
Massachusetts
$26.3K +$26.3K +647 New
TCG
650
Transcendent Capital Group
Oklahoma
$25.7K +$25.7K +632 New
24 25
26
27 28