XLRE icon

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.

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

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
$4.25M
2
LPL Financial
LPL Financial
California
$121M
3
BlackRock
BlackRock
New York
$73.4K
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$615K
5
WWA
WCG Wealth Advisors
Nevada
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
126
Nelson Capital Management
California
$3.7M +$5.57K +145 +0.2%
GIA
127
Gladstone Institutional Advisory
Florida
$3.67M -$221K -5,743 -6%
OIA
128
OneDigital Investment Advisors
Kansas
$3.66M +$3.66M +95,383 New
NECFA
129
New England Capital Financial Advisors
Connecticut
$3.57M +$184K +4,787 +5%
GWA
130
GGM Wealth Advisors
Maryland
$3.53M +$3.53M +92,031 New
IWC
131
Integrated Wealth Concepts
Massachusetts
$3.53M +$925K +24,088 +36%
ECM
132
Evergreen Capital Management
Washington
$3.51M +$153K +3,971 +5%
AAS
133
Asset Allocation Strategies
Michigan
$3.51M -$110K -2,860 -3%
SW
134
StrongBox Wealth
Missouri
$3.44M +$99K +2,578 +3%
KIA
135
KCM Investment Advisors
California
$3.44M -$231K -6,003 -6%
1SB
136
1ST Source Bank
Indiana
$3.34M -$79.4K -2,067 -2%
BCI
137
Brinker Capital Investments
Pennsylvania
$3.05M -$242K -6,304 -7%
OPS
138
Orion Portfolio Solutions
Nebraska
$3.05M -$242K -6,304 -7%
PWM
139
Palumbo Wealth Management
New York
$3.05M +$842K +21,933 +38%
CTA
140
Chesley Taft & Associates
Illinois
$3.04M -$232K -6,040 -7%
SA
141
Sanctuary Advisors
Indiana
$3.04M +$3.04M +83,295 New
CFD
142
Creative Financial Designs
Indiana
$2.97M +$613K +15,973 +26%
BC
143
Bricktown Capital
Michigan
$2.96M +$2.96M +77,103 New
Northern Trust
144
Northern Trust
Illinois
$2.96M -$273K -7,104 -8%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$2.95M +$209K +5,432 +8%
GWA
146
Gratus Wealth Advisors
Virginia
$2.94M -$22.2K -549 -0.8%
JMFC
147
J.M. Forbes & Co
Massachusetts
$2.92M -$17.7K -461 -0.6%
CPL
148
CAP Partners LLC
Tennessee
$2.92M +$286K +7,457 +11%
JWA
149
JFS Wealth Advisors
Pennsylvania
$2.87M -$80.5K -2,095 -3%
CPA
150
Cardiff Park Advisors
California
$2.87M – – –
4 5
6
7 8