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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

739 hedge funds and large institutions have $6.39B invested in Real Estate Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 290 increasing their positions, 211 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
739
Holders Change
+88
Holders Change %
+13.52%
% of All Funds
10.69%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.25%
New
147
Increased
290
Reduced
211
Closed
53
Calls
$31.4M
Puts
$194M
Net Calls
-$162M
Net Calls Change
-$96.3M

Top Buyers

1
Squarepoint
Squarepoint
New York
+$221M
2
Creative Planning
Creative Planning
Kansas
+$78.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.1M
4
RJA
Raymond James & Associates
Florida
+$56.5M
5
Morgan Stanley
Morgan Stanley
New York
+$54.2M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$67M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$47.8M
3
Wells Fargo
Wells Fargo
California
-$16.2M
4
Jane Street
Jane Street
New York
-$14.7M
5
WG
Winton Group
United Kingdom
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
126
Bank of Nova Scotia
Ontario, Canada
$5.26M +$5.26M +117,830 New
IWC
127
Integrated Wealth Concepts
Massachusetts
$5.26M +$1.16M +25,871 +28%
LPT
128
Legacy Private Trust
Wisconsin
$5.17M -$140K -3,140 -3%
SA
129
Sanctuary Advisors
Indiana
$5.16M +$1.48M +33,638 +40%
CIP
130
Capital Insight Partners
Arizona
$5.07M +$308K +6,885 +6%
PAG
131
Private Advisory Group
Washington
$5.07M +$5.07M +113,500 New
PA
132
PSI Advisors
Florida
$4.98M -$277K -6,197 -5%
CF
133
Clarity Financial
Texas
$4.98M +$142K +3,171 +3%
RFA
134
RTD Financial Advisors
Pennsylvania
$4.91M -$1.74M -39,027 -26%
CCS
135
Concentric Capital Strategies
Connecticut
$4.9M +$2.12M +47,372 +76%
LWMI
136
Landmark Wealth Management (Illinois)
Illinois
$4.85M +$117K +2,627 +2%
AWM
137
AE Wealth Management
Kansas
$4.8M +$381K +8,532 +9%
CI
138
CacheTech Inc
Utah
$4.76M +$4.76M +106,592 New
AWM
139
Adams Wealth Management
Utah
$4.76M +$4.76M +106,592 New
MCM
140
Monument Capital Management
Virginia
$4.75M +$4.75M +106,405 New
FM
141
Foster & Motley
Ohio
$4.73M -$323K -7,231 -6%
M&T Bank
142
M&T Bank
New York
$4.7M -$477K -10,678 -9%
PAS
143
Park Avenue Securities
New York
$4.69M +$4.69M +104,986 New
KHLMTHM
144
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.68M – – –
NMG
145
New Millennium Group
Utah
$4.65M +$4.64M +103,776 +26,746%
BCM
146
Beaumont Capital Management
Massachusetts
$4.58M +$21.2K +475 +0.5%
CIA
147
Capital Investment Advisors
Georgia
$4.57M -$367K -8,217 -7%
RCP
148
Rothschild Capital Partners
New York
$4.56M -$76K -1,702 -2%
Northern Trust
149
Northern Trust
Illinois
$4.47M +$1.03M +23,000 +30%
SG Americas Securities
150
SG Americas Securities
New York
$4.47M +$4.47M +99,947 New
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