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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.

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
1
Creative Planning
Kansas
$1.3B
2
Wells Fargo
2
Wells Fargo
California
$156M
3
Raymond James Financial
3
Raymond James Financial
Florida
$51M
4
MWM
4
Modern Wealth Management
Kansas
$25.4M
5
MIC
5
Means Investment Company
Maine
$18.2M

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$9.6M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$78.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.2M
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$66.2M
5
WA
5
WestEnd Advisors
North Carolina
$130K
Name Market Value Shares Shares
Change 		Shares
Change %
PA
801
PFG Advisors
Arizona
– – -10,532 Closed
FMWA
802
Forvis Mazars Wealth Advisors
Missouri
– – -10,407 Closed
LMKC
803
L.M. Kohn & Company
Ohio
– – -10,282 Closed
TSMHT
804
Thurston Springer Miller Herd & Titak
Indiana
– – -8,686 Closed
IWP
805
Innova Wealth Partners
Pennsylvania
– – -8,471 Closed
MW
806
Marcum Wealth
Ohio
– – -7,501 Closed
MAM
807
MMA Asset Management
Pennsylvania
– – -7,396 Closed
RWA
808
River Wealth Advisors
Pennsylvania
– – -6,913 Closed
SWA
809
Strata Wealth Advisors
Texas
– – -6,400 Closed
PIA
810
Perennial Investment Advisors
California
– – -6,004 Closed
JFGIW
811
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -5,769 Closed
DLHL
812
Donald L. Hagan LLC
Florida
– – -5,750 Closed
MS
813
Maven Securities
Jersey
– – -5,726 Closed
OWA
814
Octavia Wealth Advisors
Ohio
– – -5,604 Closed
GVAG
815
Great Valley Advisor Group
Delaware
– – -5,333 Closed
WCFA
816
Walkner Condon Financial Advisors
Wisconsin
– – -5,322 Closed
LFAS
817
Level Four Advisory Services
Texas
– – -5,179 Closed
EMAM
818
Encompass More Asset Management
California
– – -5,156 Closed
PPH
819
Pure Portfolios Holdings
Oregon
– – -5,118 Closed
HR
820
Hardy Reed
Mississippi
– – -4,991 Closed
IAS
821
Insigneo Advisory Services
Florida
– – -4,985 Closed
IIA
822
Integral Investment Advisors
California
– – -4,911 Closed
SLC
823
Second Line Capital
Louisiana
– – -4,886 Closed
LL
824
LPWM LLC
Minnesota
– – -4,776 Closed
SWA
825
Stratos Wealth Advisors
Ohio
– – -4,774 Closed
31 32
33
34 35