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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 %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$9.25M 227,517 +29,024 +15%
AssetMark Inc
77
AssetMark Inc
California
$9.02M 221,697 -136,034 -38%
DADC
78
D.A. Davidson & Co
Montana
$8.99M 220,998 +15,935 +8%
FSC
79
Full Sail Capital
Oklahoma
$8.92M 219,256 -111 -0.1%
EH
80
Equitable Holdings
New York
$8.87M 218,027 +159 +0.1%
KeyBank National Association
81
KeyBank National Association
Ohio
$8.65M 212,692 -1,256 -0.6%
EC
82
Estate Counselors
Wisconsin
$8.59M 211,213 -151,447 -42%
CWM
83
Capital Wealth Management
Rhode Island
$8.37M 205,831 -68 -0%
BC
84
Brio Consultants
California
$8.2M 201,610 +6,055 +3%
CAC
85
Certified Advisory Corp
Florida
$8.07M 198,437 +10,606 +6%
Corient Private Wealth
86
Corient Private Wealth
Florida
$7.8M 210,962 +13,908 +7%
AIM
87
Astor Investment Management
Illinois
$7.77M 191,035 +153,772 +413%
OWM
88
Olympus Wealth Management
Utah
$7.54M 185,349 -7,119 -4%
PFS
89
Prospera Financial Services
Texas
$7.53M 185,100 +102,668 +125%
FIB
90
First Interstate Bank
Montana
$7.51M 184,776 -5,090 -3%
CWM
91
Cordatus Wealth Management
Pennsylvania
$7.47M 183,591 +129,763 +241%
PWP
92
Prasad Wealth Partners
Ohio
$7.25M 178,269 +178,269 New
RA
93
RFG Advisory
Alabama
$7.21M 177,257 -97,426 -35%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$7.2M 177,080 -419,617 -70%
Kayne Anderson Rudnick Investment Management
95
Kayne Anderson Rudnick Investment Management
California
$6.95M 170,871 +3,717 +2%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$6.91M 169,796 -136,370 -45%
QIM
97
Quantitative Investment Management
Virginia
$6.86M 168,638 +168,638 New
BAAM
98
Baker Avenue Asset Management
California
$6.85M 168,328 +106,244 +171%
PAG
99
Private Advisor Group
New Jersey
$6.8M 167,246 -81,321 -33%
Pathstone Holdings
100
Pathstone Holdings
New Jersey
$6.68M 164,144 +854 +0.5%
2 3
4
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