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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 %
CB
701
Commerce Bank
Missouri
– -$270K -6,831 Closed
HCM
702
Hollencrest Capital Management
California
– -$254K -6,430 Closed
DFCM
703
Dark Forest Capital Management
Puerto Rico
– -$235K -5,950 Closed
Brown Advisory
704
Brown Advisory
Maryland
– -$225K -5,694 Closed
RC
705
Roundview Capital
New Jersey
– -$223K -5,632 Closed
CAC
706
Core Alternative Capital
Georgia
– -$217K -5,483 Closed
OWA
707
Outlook Wealth Advisors
Texas
– -$213K -5,399 Closed
REMPR
708
Roof Eidam Maycock Peralta (REMP)
California
– -$203K -5,129 Closed
KPWG
709
KFA Private Wealth Group
Virginia
– -$202K -5,104 Closed
WI
710
Wintrust Investments
Illinois
– -$201K -5,092 Closed
FIM
711
Fernwood Investment Management
Massachusetts
– -$109K -2,750 Closed
PWMG
712
Prestige Wealth Management Group
New Jersey
– -$107K -2,704 Closed
UOTTAIMCU
713
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$103K -2,600 Closed
FFWA
714
FRG Family Wealth Advisors
Washington
– -$88.7K -2,450 Closed
ACM
715
Anfield Capital Management
California
– -$90.4K -2,288 Closed
WA
716
Waverly Advisors
Alabama
– -$68.5K -1,733 Closed
MGW
717
MB Generational Wealth
Washington
– -$309K -1,586 Closed
TC
718
Truvestments Capital
Florida
– -$43.6K -1,102 Closed
IGWM
719
ICA Group Wealth Management
Colorado
– -$35.9K -907 Closed
NCTC
720
New Covenant Trust Company
Indiana
– -$33.4K -846 Closed
RIL
721
Rothschild Investment LLC
Illinois
– -$33.2K -839 Closed
WT
722
Washington Trust
Rhode Island
– -$27.8K -704 Closed
NIC
723
Northwest Investment Counselors
Oregon
– -$23.7K -600 Closed
HIA
724
Harbor Investment Advisory
Maryland
– -$23.5K -595 Closed
EWA
725
EverSource Wealth Advisors
Alabama
– -$18.5K -511 Closed
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