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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 %
AAS
101
Avantax Advisory Services
Texas
$5.4M -$121K -3,070 -2%
CL
102
Choreo LLC
Illinois
$5.37M -$2.64M -66,692 -33%
BPA
103
Beacon Pointe Advisors
California
$5.32M +$195K +4,923 +4%
PA
104
PSI Advisors
Florida
$4.99M -$29.6K -748 -0.6%
AIC
105
Ayalon Insurance Company
Israel
$4.74M -$1.69M -42,800 -26%
TC
106
Trilogy Capital
California
$4.73M -$2.83M -71,702 -37%
AP
107
Aspect Partners
Virginia
$4.68M +$208K +5,250 +5%
M&T Bank
108
M&T Bank
New York
$4.66M -$194K -4,919 -4%
FM
109
Foster & Motley
Ohio
$4.64M -$26.6K -674 -0.6%
LPT
110
Legacy Private Trust
Wisconsin
$4.62M +$217K +5,490 +5%
MML Investors Services
111
MML Investors Services
Massachusetts
$4.43M -$141K -3,570 -3%
PAG
112
Private Advisor Group
New Jersey
$4.36M -$1.59M -40,101 -27%
Barclays
113
Barclays
United Kingdom
$4.35M +$4.2M +106,198 +2,827%
CAC
114
Certified Advisory Corp
Florida
$4.23M -$91.2K -2,308 -2%
CA
115
Cetera Advisors
Colorado
$4.17M +$2.04M +51,672 +96%
KHLMTHM
116
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.14M – – –
CIP
117
Capital Insight Partners
Arizona
$4.12M +$553 +14 +0%
BCM
118
Beaumont Capital Management
Massachusetts
$4.11M -$393K -9,953 -9%
RCP
119
Rothschild Capital Partners
New York
$4.07M -$10.6K -268 -0.3%
VF
120
Virtu Financial
New York
$4.03M +$213K +5,381 +6%
WANY
121
Wealthspire Advisors (New York)
New York
$4.01M -$864K -21,867 -18%
GIA
122
Gladstone Institutional Advisory
Florida
$4M +$2.26M +57,283 +130%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$3.99M -$1.1M -27,855 -22%
WWM
124
Western Wealth Management
Colorado
$3.91M -$367K -9,289 -9%
CFG
125
Citizens Financial Group
Rhode Island
$3.86M -$1.14M -28,749 -23%
3 4
5
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