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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
$1.3B
2
Wells Fargo
Wells Fargo
California
$156M
3
MWM
Modern Wealth Management
Kansas
$25.4M
4
MIC
Means Investment Company
Maine
$18.2M
5
Citadel Advisors
Citadel Advisors
Florida
$17.4M

Top Sellers

1
Squarepoint
Squarepoint
New York
$9.6M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$78.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.2M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
$66.2M
5
WA
WestEnd Advisors
North Carolina
$130K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
701
Versant Capital Management
Arizona
$5.53K – – –
GI
702
GAMMA Investing
California
$5.49K – – –
GFL
703
Granite FO LLC
New Hampshire
$5.08K – – –
HFS
704
Hopwood Financial Services
Virginia
$5.04K +$5.04K +124 New
JEST
705
JTC Employer Solutions Trustee
Jersey
$5K – – –
C
706
Covestor
United Kingdom
$5K +$1.56K +35 +45%
SSB
707
Sandy Spring Bank
Maryland
$4.92K – – –
CIA
708
Cape Investment Advisory
Georgia
$4.47K -$1.14K -28 -20%
AWM
709
Activest Wealth Management
Florida
$4.47K – – –
HBW
710
Hazlett, Burt & Watson
West Virginia
$4K +$667 +16 +20%
SL
711
Salomon & Ludwin
Virginia
$3.99K – – –
VHAM
712
Van Hulzen Asset Management
California
$3.99K +$3.99K +98 New
MWM
713
Mascoma Wealth Management
New Hampshire
$3.9K – – –
EW
714
Element Wealth
Mississippi
$3.86K – – –
AIA
715
Armor Investment Advisors
North Carolina
$3.74K -$1.75K -43 -32%
SC
716
SouthState Corp
Florida
$3.74K +$3.74K +92 New
SFC
717
SYM Financial Corp
Indiana
$3.5K +$3.5K +86 New
FFA
718
Frazier Financial Advisors
Ohio
$3.42K +$40 +1 +1%
BIM
719
Breakwater Investment Management
Washington
$3.34K – – –
GWANC
720
Guardian Wealth Advisors (North Carolina)
North Carolina
$3K +$122 +3 +4%
PB
721
Pinnacle Bancorp
Nebraska
$2.73K – – –
RFG
722
REAP Financial Group
Texas
$2.68K – – –
SAM
723
Smartleaf Asset Management
Massachusetts
$2.62K – – –
RFA
724
Reyes Financial Architecture
California
$2.36K +$2.36K +58 New
RMC
725
Resources Management Corp
Connecticut
$2K -$2.86K -80 -59%
27 28
29
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