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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$205M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$55.3M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
4
Ameriprise
Ameriprise
Minnesota
$42.6M
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
726
Bridge Advisory
California
– -$207K -5,173 Closed
OP
727
ORG Partners
Indiana
– -$122K -3,036 Closed
QT
728
Quantbot Technologies
New York
– -$106K -2,650 Closed
TCPG
729
Trivant Custom Portfolio Group
California
– -$73.5K -1,835 Closed
TWM
730
Tradition Wealth Management
Minnesota
– -$54K -1,344 Closed
SJIM
731
St. Johns Investment Management
Florida
– -$44.1K -1,102 Closed
BWM
732
BKM Wealth Management
Wisconsin
– -$40.3K -1,006 Closed
GWMIA
733
Global Wealth Management Investment Advisory
Florida
– -$36.1K -900 Closed
PCTC
734
Perkins Coie Trust Company
Washington
– -$26.2K -653 Closed
RFA
735
Register Financial Advisors
Georgia
– -$24.8K -619 Closed
LJHT
736
Laurie J. Hall Trustee
– -$20K -502 Closed
CWC
737
Carolinas Wealth Consulting
North Carolina
– -$16K -399 Closed
MSS
738
Mitchell Sinkler & Starr
Pennsylvania
– -$11.5K -288 Closed
ADL
739
Asset Dedication LLC
California
– -$8K -193 Closed
CT
740
Cambridge Trust
Massachusetts
– -$7.01K -175 Closed
Toronto Dominion Bank
741
Toronto Dominion Bank
Ontario, Canada
– -$5.93K -148 Closed
FWM
742
Focused Wealth Management
New York
– -$5.36K -134 Closed
GWS
743
Glassman Wealth Services
Virginia
– -$4.62K -115 Closed
FBC
744
Fairfield, Bush & Co
Connecticut
– -$4.01K -100 Closed
Bessemer Group
745
Bessemer Group
New Jersey
– -$3K -86 Closed
LF
746
Lee Financial
Texas
– -$2.48K -62 Closed
RDFA
747
Ritter Daniher Financial Advisory
Ohio
– -$2.4K -60 Closed
QFA
748
Quattro Financial Advisors
Texas
– -$1.58M -40 Closed
HPC
749
HM Payson & Co
Maine
– -$1.48K -37 Closed
TF
750
Tompkins Financial
New York
– -$801 -20 Closed
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