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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

739 hedge funds and large institutions have $6.39B invested in Real Estate Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 290 increasing their positions, 211 reducing their positions, and 53 closing their positions.

Holders
739
Holders Change
+88
Holders Change %
+13.52%
% of All Funds
10.69%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.25%
New
147
Increased
290
Reduced
211
Closed
53
Calls
$31.4M
Puts
$194M
Net Calls
-$162M
Net Calls Change
-$96.3M

Top Buyers

1
Squarepoint
1
Squarepoint
New York
$221M
2
Creative Planning
2
Creative Planning
Kansas
$1.3B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$114M
4
RJA
4
Raymond James & Associates
Florida
$71.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$312M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$63M
3
Wells Fargo
3
Wells Fargo
California
$67.2M
4
Jane Street
4
Jane Street
New York
$819K
5
WG
5
Winton Group
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$16.4M 367,716 +330,722 +894%
EC
52
Estate Counselors
Wisconsin
$16.2M 362,660 -375 -0.1%
AAS
53
Ameritas Advisory Services
Nebraska
$16.1M 359,693 +17,717 +5%
AssetMark Inc
54
AssetMark Inc
California
$16M 357,731 +357,055 +52,819%
AFG
55
Albion Financial Group
Utah
$15.6M 349,816 +7,709 +2%
Victory Capital Management
56
Victory Capital Management
Texas
$15.3M 343,383 +343,383 New
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$15.1M 340,000 +340,000 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$14.4M 321,455 +56,146 +21%
SCA
59
Stonebridge Capital Advisors
Minnesota
$14.1M 315,158 +8,030 +3%
AMI
60
Amica Mutual Insurance
Rhode Island
$13.9M 311,836 -11,058 -3%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$13.7M 306,166 +27,366 +10%
MCM
62
MAI Capital Management
Ohio
$13.7M 305,943 -31,258 -9%
KHLMVGHM
63
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13.5M 303,152 – –
AFA
64
American Financial Advisors
Georgia
$13.4M 299,072 -7,494 -2%
TAM
65
Trust Asset Management
Texas
$13.1M 294,111 – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$13M 289,937 +31,371 +12%
HI
67
Hudock Inc
Pennsylvania
$12.8M 286,524 -2,447 -0.8%
AF
68
Allworth Financial
California
$12.8M 285,433 +1,020 +0.4%
Osaic Holdings
69
Osaic Holdings
Arizona
$12.4M 277,883 -22,614 -8%
BP
70
Ballentine Partners
Massachusetts
$12.3M 276,468 -1,494 -0.5%
RA
71
RFG Advisory
Alabama
$12.3M 274,683 +96,449 +54%
SGI
72
Swan Global Investments
Colorado
$12M 268,159 -29,847 -10%
FGA
73
Fortis Group Advisors
New Jersey
$11.9M 267,344 +267,344 New
AM
74
AGF Management
Ontario, Canada
$11.8M 263,710 +3,058 +1%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$11.7M 262,261 +250,112 +2,059%
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3
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