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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
1
Bank of America
North Carolina
$744M
2
Creative Planning
2
Creative Planning
Kansas
$966M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$75M
4
CIA
4
Capital Investment Advisors
Georgia
$37.2M
5
PF
5
Phoenix Financial
Israel
$98.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$205M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$55.3M
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$0
4
Ameriprise
4
Ameriprise
Minnesota
$42.6M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
76
Armstrong Advisory Group
Massachusetts
$7.99M – – –
FIB
77
First Interstate Bank
Montana
$7.56M +$2.18M +55,139 +40%
BC
78
Brio Consultants
California
$7.39M +$272K +6,872 +4%
CA
79
Cornerstone Advisors
North Carolina
$7.24M +$7.24M +183,200 New
AI
80
Atria Investments
North Carolina
$7.04M +$2.16M +54,761 +44%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$6.95M +$267K +6,758 +4%
Kayne Anderson Rudnick Investment Management
82
Kayne Anderson Rudnick Investment Management
California
$6.88M +$167K +4,222 +2%
AWM
83
Avior Wealth Management
Nebraska
$6.79M -$3.06M -77,366 -31%
CWM
84
Capital Wealth Management
Rhode Island
$6.77M +$429K +10,862 +7%
SI
85
Symmetry Investments
Jersey
$6.49M +$6.49M +164,272 New
RA
86
RFG Advisory
Alabama
$6.43M +$614K +15,531 +11%
Pathstone Holdings
87
Pathstone Holdings
New Jersey
$6.43M +$748K +18,923 +13%
GL
88
Graypoint LLC
New York
$6.39M +$1.15M +29,218 +22%
Corient Private Wealth
89
Corient Private Wealth
Florida
$6.38M -$1.11M -28,075 -15%
BBP
90
Banco BTG Pactual
Brazil
$6.36M +$3.1M +78,373 +95%
Jane Street
91
Jane Street
New York
$6.31M +$5.62M +142,186 +811%
GM
92
GeoWealth Management
Illinois
$6.28M +$370K +9,369 +6%
MWM
93
Merriman Wealth Management
Washington
$6.27M -$158K -3,986 -2%
RFA
94
RTD Financial Advisors
Pennsylvania
$6.01M -$53.8K -1,361 -0.9%
CCT
95
Chemung Canal Trust
New York
$5.93M +$113K +2,847 +2%
Balyasny Asset Management
96
Balyasny Asset Management
Illinois
$5.93M +$5.93M +149,927 New
TRCT
97
Tower Research Capital (TRC)
New York
$5.86M -$2.5M -63,268 -30%
FIA
98
Foundations Investment Advisors
Arizona
$5.77M +$598K +15,133 +12%
FMC
99
First Merchants Corp
Indiana
$5.66M +$4.87M +123,177 +612%
GS
100
GTS Securities
New York
$5.6M +$3.48M +87,952 +164%
2 3
4
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