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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
1
Bank of America
North Carolina
$744M
2
Creative Planning
2
Creative Planning
Kansas
$966M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$75M
4
CIA
4
Capital Investment Advisors
Georgia
$37.2M
5
PF
5
Phoenix Financial
Israel
$98.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$205M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$55.3M
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$0
4
Ameriprise
4
Ameriprise
Minnesota
$42.6M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AMI
51
Amica Mutual Insurance
Rhode Island
$12.8M – – –
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$12.8M +$12.8M +322,642 New
Osaic Holdings
53
Osaic Holdings
Arizona
$12.6M -$4.04M -102,225 -24%
KWM
54
Kingsview Wealth Management
Oregon
$12.4M -$10.3M -261,317 -45%
AIM
55
Astor Investment Management
Illinois
$12.2M +$12.2M +308,268 New
SWM
56
Spire Wealth Management
Virginia
$12.2M -$88.4K -851 -0.7%
KHLMVGHM
57
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$12M – – –
AFA
58
American Financial Advisors
Georgia
$11.7M +$51.5K +1,304 +0.4%
TAM
59
Trust Asset Management
Texas
$11.6M – – –
SCA
60
Stonebridge Capital Advisors
Minnesota
$11.5M +$5.58M +141,063 +95%
HI
61
Hudock Inc
Pennsylvania
$11.4M +$11.4M +287,772 New
AF
62
Allworth Financial
California
$11.3M -$171K -4,323 -1%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$11.2M -$410K -10,383 -4%
BP
64
Ballentine Partners
Massachusetts
$11.2M -$56.2K -1,422 -0.5%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$11M +$194K +4,898 +2%
AM
66
AGF Management
Ontario, Canada
$10.6M -$11.4M -287,446 -52%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$9.99M -$2.22M -56,043 -18%
Citigroup
68
Citigroup
New York
$9.41M +$624K +15,791 +7%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$8.83M +$771K +19,511 +10%
KeyBank National Association
70
KeyBank National Association
Ohio
$8.74M -$1.64M -41,548 -16%
WIM
71
Warwick Investment Management
Texas
$8.64M +$12.3K +312 +0.1%
FSC
72
Full Sail Capital
Oklahoma
$8.58M +$312K +7,888 +4%
PG
73
Proffitt & Goodson
Tennessee
$8.37M +$2.06M +52,094 +33%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$8.12M -$1.2M -30,292 -13%
FCH
75
Freestone Capital Holdings
Washington
$8.04M +$751K +18,998 +10%
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