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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

651 hedge funds and large institutions have $4.57B invested in Real Estate Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 240 increasing their positions, 241 reducing their positions, and 87 closing their positions.

Holders
651
Holders Change
-29
Holders Change %
-4.26%
% of All Funds
9.47%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
65
Increased
240
Reduced
241
Closed
87
Calls
$16.7M
Puts
$82.6M
Net Calls
-$65.9M
Net Calls Change
-$47.1M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.05B
2
MIH
2
Meitav Investment House
Israel
$68.9M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$115M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$95.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$222M

Top Sellers

1
CIA
1
Capital Investment Advisors
Georgia
$4.25M
2
LPL Financial
2
LPL Financial
California
$121M
3
BlackRock
3
BlackRock
New York
$73.4K
4
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$615K
5
WWA
5
WCG Wealth Advisors
Nevada
$24.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Capital Wealth Management
Rhode Island
$7.58M 197,330 +25,993 +15%
BC
77
Brio Consultants
California
$7.35M 191,384 +4,327 +2%
FIB
78
First Interstate Bank
Montana
$7.31M 190,399 -944 -0.5%
VF
79
Virtu Financial
New York
$7.29M 189,874 +88,034 +86%
OWM
80
Olympus Wealth Management
Utah
$7.21M 187,833 +123,983 +194%
AAG
81
Armstrong Advisory Group
Massachusetts
$7.16M 186,356 -13,064 -7%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$7.05M 183,486 +7,768 +4%
RA
83
RFG Advisory
Alabama
$6.85M 178,234 +15,507 +10%
RIA
84
Regal Investment Advisors
Michigan
$6.83M 177,857 +177,857 New
GS
85
GTS Securities
New York
$6.66M 173,472 +31,900 +23%
LHWM
86
Lake Hills Wealth Management
Texas
$6.57M 171,172 +122,441 +251%
GL
87
Graypoint LLC
New York
$6.55M 170,593 +8,899 +6%
FIA
88
Foundations Investment Advisors
Arizona
$6.38M 166,000 +20,018 +14%
Kayne Anderson Rudnick Investment Management
89
Kayne Anderson Rudnick Investment Management
California
$6.34M 165,154 -8,793 -5%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$6.28M 163,356 -42,148 -21%
Pathstone Holdings
91
Pathstone Holdings
New Jersey
$6.25M 162,712 +143 +0.1%
Corient Private Wealth
92
Corient Private Wealth
Florida
$5.91M 153,747 -7,603 -5%
CCT
93
Chemung Canal Trust
New York
$5.76M 149,938 -169 -0.1%
CAC
94
Certified Advisory Corp
Florida
$5.74M 149,379 +42,432 +40%
RFA
95
RTD Financial Advisors
Pennsylvania
$5.72M 148,840 -3,221 -2%
AI
96
Atria Investments
North Carolina
$5.53M 144,033 -34,017 -19%
BPA
97
Beacon Pointe Advisors
California
$5.35M 139,158 +4,523 +3%
CL
98
Choreo LLC
Illinois
$5.33M 140,172 +4,355 +3%
FMC
99
First Merchants Corp
Indiana
$5.31M 138,262 -5,053 -4%
Citadel Advisors
100
Citadel Advisors
Florida
$5.14M 133,893 +40,538 +43%
2 3
4
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