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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 %
LCM
776
LDR Capital Management
New York
– -$2.55M -57,185 Closed
PWA
777
Primoris Wealth Advisors
Florida
– -$1.68M -37,600 Closed
AWA
778
Arete Wealth Advisors
Illinois
– -$1.58M -35,512 Closed
CCAL
779
City Center Advisors LLC
Michigan
– -$1.43M -32,090 Closed
SC
780
Sykon Capital
New York
– -$1.42M -31,688 Closed
LCM
781
Lunt Capital Management
Utah
– -$1.2M -26,952 Closed
TSS
782
Two Sigma Securities
New York
– -$1.11M -24,897 Closed
RWP
783
RWA Wealth Partners
Massachusetts
– -$1.11M -24,854 Closed
JGC
784
J. Goldman & Co
New York
– -$1.09M -24,395 Closed
KDA
785
Kraft Davis & Associates
Missouri
– -$1.05M -24,000 Closed
CPP
786
Capasso Planning Partners
South Carolina
– -$1.07M -23,923 Closed
MAS
787
Meeder Advisory Services
Ohio
– -$1.02M -22,860 Closed
LWM
788
Lionsbridge Wealth Management
Florida
– -$946K -21,182 Closed
YIH
789
Y-Intercept (HK)
Hong Kong
– -$932K -20,866 Closed
TW
790
TrinityPoint Wealth
Connecticut
– -$900K -20,155 Closed
Mirae Asset Global Investments
791
Mirae Asset Global Investments
South Korea
– -$830K -18,740 Closed
TCA
792
Transcend Capital Advisors
New Jersey
– -$830K -18,571 Closed
DAS
793
Dynamic Advisor Solutions
Arizona
– -$827K -18,520 Closed
ARC
794
Advisor Resource Council
Texas
– -$823K -18,428 Closed
OMC
795
Old Mission Capital
Illinois
– -$765K -17,129 Closed
WMWM
796
Whitaker-Myers Wealth Managers
Ohio
– -$651K -14,566 Closed
RBFC
797
Roman Butler Fullerton & Co
Missouri
– -$624K -14,100 Closed
CF
798
Cantor Fitzgerald
New York
– -$610K -13,654 Closed
FEM
799
Fulcrum Equity Management
Texas
– -$553K -12,370 Closed
SYBT
800
Stock Yards Bank & Trust
Kentucky
– -$518K -11,603 Closed
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