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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 %
GL
101
Graypoint LLC
New York
$6.62M 162,778 -7,120 -4%
CM
102
Castleark Management
Illinois
$6.52M 160,370 -89,700 -36%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$6.42M 157,822 +14,059 +10%
CAWM
104
Capital Advisors Wealth Management
Washington
$6.4M 157,413 +133,322 +553%
PAG
105
Private Advisory Group
Washington
$6.34M 155,791 +42,291 +37%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$6.23M 153,124 -1,076,607 -88%
AAG
107
Armstrong Advisory Group
Massachusetts
$6.17M 151,627 +3,983 +3%
CL
108
Choreo LLC
Illinois
$6.13M 150,767 +7,966 +6%
AAS
109
Avantax Advisory Services
Texas
$6.12M 150,517 +23,170 +18%
AWM
110
AE Wealth Management
Kansas
$6.08M 149,471 +42,038 +39%
IAN
111
Integrated Advisors Network
Texas
$6.02M 148,001 +13,816 +10%
FGA
112
Fortis Group Advisors
New Jersey
$5.9M 144,952 -122,392 -46%
SWIA
113
Solano Wealth Investment Advisors
California
$5.88M 144,628 +144,628 New
BPA
114
Beacon Pointe Advisors
California
$5.87M 144,309 -11,364 -7%
BCM
115
Beaumont Capital Management
Massachusetts
$5.65M 138,842 +36,323 +35%
Citigroup
116
Citigroup
New York
$5.61M 137,821 +1,853 +1%
AIC
117
Ayalon Insurance Company
Israel
$5.52M 135,604 – –
FWCM
118
Ferguson Wellman Capital Management
Oregon
$5.48M 134,791 +125,227 +1,309%
IWP
119
Invenio Wealth Partners
Florida
$5.47M 134,602 +134,602 New
CI
120
CacheTech Inc
Utah
$5.45M 134,119 +27,527 +26%
AWM
121
Adams Wealth Management
Utah
$5.45M 134,119 +27,527 +26%
FAIM
122
Financial Advocates Investment Management
Washington
$5.38M 132,323 -3,366 -2%
FMC
123
First Merchants Corp
Indiana
$5.33M 131,114 -3,636 -3%
GM
124
GeoWealth Management
Illinois
$5.32M 130,853 -27,184 -17%
GWM
125
Geneos Wealth Management
Colorado
$5.17M 127,195 +3,230 +3%
3 4
5
6 7