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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 %
VFA
826
Valeo Financial Advisors
Indiana
– – -4,661 Closed
EWM
827
Evercore Wealth Management
New York
– – -4,622 Closed
FT
828
Fiduciary Trust
Massachusetts
– – -4,606 Closed
LIM
829
Leavell Investment Management
Alabama
– – -4,530 Closed
AP
830
Advisors Preferred
Maryland
– – -3,766 Closed
RDFA
831
Ritter Daniher Financial Advisory
Ohio
– – -2,955 Closed
Ensign Peak Advisors
832
Ensign Peak Advisors
Utah
– – -989 Closed
Franklin Resources
833
Franklin Resources
California
– – -974 Closed
MTIM
834
Marathon Trading Investment Management
Pennsylvania
– – -677 Closed
MSG
835
Main Street Group
Virginia
– – -517 Closed
EC
836
Elequin Capital
New York
– – -447 Closed
GSEP
837
Golden State Equity Partners
California
– – -404 Closed
ETC
838
Exchange Traded Concepts
Oklahoma
– – -338 Closed
ACM
839
Anfield Capital Management
California
– – -275 Closed
JIP
840
Jaffetilchin Investment Partners
Florida
– – -246 Closed
APC
841
Aspire Private Capital
North Carolina
– – -184 Closed
SWM
842
Sugarloaf Wealth Management
Georgia
– – -118 Closed
HIA
843
Harbor Investment Advisory
Maryland
– – -94 Closed
FAM
844
Flaharty Asset Management
Florida
– – -88 Closed
PPC
845
Park Place Capital
Alabama
– – -83 Closed
YAL
846
Your Advocates Ltd
Texas
– – -80 Closed
VAMG
847
Voisard Asset Management Group
Michigan
– – -75 Closed
MWA
848
MFA Wealth Advisors
Pennsylvania
– – -72 Closed
SJIM
849
St. Johns Investment Management
Florida
– – -59 Closed
OC
850
Oarsman Capital
Wisconsin
– – -55 Closed
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