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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 %
DFA
751
DHJJ Financial Advisors
Illinois
$123 – – –
AWM
752
AllSquare Wealth Management
New York
$122 – – –
RA
753
Rise Advisors
New York
$82 +$82 +2 New
OLVIG
754
Oliver Lagore Vanvalin Investment Group
Michigan
$60 -$120 -2 -67%
TAM
755
Tucker Asset Management
Colorado
$41 +$41 +1 New
MFG
756
Menard Financial Group
Texas
$41 +$41 +1 New
Victory Capital Management
757
Victory Capital Management
Texas
– -$15.3M -343,383 Closed
Schroder Investment Management Group
758
Schroder Investment Management Group
United Kingdom
– -$15.1M -340,000 Closed
TWM
759
Tanglewood Wealth Management
Texas
– -$10.8M -242,139 Closed
SI
760
Symmetry Investments
Jersey
– -$10M -223,900 Closed
LS
761
Liquid Strategies
Georgia
– -$9.02M -201,866 Closed
BW
762
Bison Wealth
Georgia
– -$8.86M -198,434 Closed
CM
763
Capula Management
Cayman Islands
– -$8.78M -196,497 Closed
KAM
764
Kensington Asset Management
Texas
– -$7.79M -180,400 Closed
VF
765
Virtu Financial
New York
– -$6.23M -139,376 Closed
RL
766
Retireful LLC
Michigan
– -$6.05M -135,377 Closed
MCM
767
Monument Capital Management
Virginia
– -$4.75M -106,405 Closed
GWA
768
GGM Wealth Advisors
Maryland
– -$4.1M -91,768 Closed
CWG
769
Cornerstone Wealth Group
North Carolina
– -$3.94M -88,298 Closed
RCS
770
Retirement Capital Strategies
California
– -$3.61M -80,861 Closed
GWA
771
Gratus Wealth Advisors
Virginia
– -$3.29M -76,225 Closed
RIA
772
Regal Investment Advisors
Michigan
– -$2.99M -66,894 Closed
PSCM
773
Per Stirling Capital Management
Texas
– -$2.93M -65,692 Closed
HIP
774
Harrell Investment Partners
Texas
– -$2.86M -64,028 Closed
Prudential Financial
775
Prudential Financial
New Jersey
– -$2.7M -60,384 Closed
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