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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 %
FAIM
101
Financial Advocates Investment Management
Washington
$5.11M 133,115 +64,915 +95%
AAS
102
Avantax Advisory Services
Texas
$4.84M 125,934 -10,784 -8%
AP
103
Aspect Partners
Virginia
$4.68M 121,954 +3,576 +3%
LPT
104
Legacy Private Trust
Wisconsin
$4.57M 118,875 +1,934 +2%
PA
105
PSI Advisors
Florida
$4.52M 117,746 -8,391 -7%
AIC
106
Ayalon Insurance Company
Israel
$4.47M 116,233 -3,754 -3%
M&T Bank
107
M&T Bank
New York
$4.45M 115,944 -1,869 -2%
SWM
108
Spire Wealth Management
Virginia
$4.35M 113,454 -3,699 -3%
FM
109
Foster & Motley
Ohio
$4.34M 113,080 -4,341 -4%
IWM
110
IHT Wealth Management
Illinois
$4.26M 110,893 +30,977 +39%
LSA
111
L & S Advisors
California
$4.26M 110,825 +110,825 New
CIA
112
Capital Investment Advisors
Georgia
$4.25M 110,612 -830,651 -88%
CF
113
Clarity Financial
Texas
$4.16M 108,231 +108,231 New
CIP
114
Capital Insight Partners
Arizona
$4.1M 106,645 +2,305 +2%
LWMI
115
Landmark Wealth Management (Illinois)
Illinois
$4.07M 105,946 +105,946 New
KHLMTHM
116
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.02M 104,758 – –
RCP
117
Rothschild Capital Partners
New York
$3.98M 103,710 +727 +0.7%
PAG
118
Private Advisor Group
New Jersey
$3.98M 103,655 -6,720 -6%
WWM
119
Western Wealth Management
Colorado
$3.94M 102,604 +3,567 +4%
BCM
120
Beaumont Capital Management
Massachusetts
$3.92M 102,044 -1,846 -2%
PWAC
121
Private Wealth Advisors (California)
California
$3.8M 99,869 +2,636 +3%
AWM
122
AE Wealth Management
Kansas
$3.8M 98,901 +15,144 +18%
QC
123
Quadrature Capital
United Kingdom
$3.77M 98,244 +98,244 New
CFG
124
Citizens Financial Group
Rhode Island
$3.75M 97,690 +77 +0.1%
MML Investors Services
125
MML Investors Services
Massachusetts
$3.72M 96,731 -15,252 -14%
3 4
5
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