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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.

New
Increased
Maintained
Reduced
Closed
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
Creative Planning
Kansas
$1.3B
2
Wells Fargo
Wells Fargo
California
$156M
3
MWM
Modern Wealth Management
Kansas
$25.4M
4
MIC
Means Investment Company
Maine
$18.2M
5
Citadel Advisors
Citadel Advisors
Florida
$17.4M

Top Sellers

1
Squarepoint
Squarepoint
New York
$9.6M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$78.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.2M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
$66.2M
5
WA
WestEnd Advisors
North Carolina
$130K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Arrow Financial
New York
$5.16M +$4.81M +118,147 +1,353%
CIP
127
Capital Insight Partners
Arizona
$4.96M +$344K +8,464 +7%
LHWM
128
Lake Hills Wealth Management
Texas
$4.96M +$4.96M +121,841 New
JWM
129
Jessup Wealth Management
Ohio
$4.88M -$107K -2,638 -2%
LPT
130
Legacy Private Trust
Wisconsin
$4.88M +$172K +4,225 +4%
AP
131
Aspect Partners
Virginia
$4.84M -$19K -468 -0.4%
CCM
132
Cullen Capital Management
New York
$4.8M +$4.8M +117,959 New
RCP
133
Rothschild Capital Partners
New York
$4.77M +$617K +15,166 +15%
Balyasny Asset Management
134
Balyasny Asset Management
Illinois
$4.73M +$3.3M +81,227 +231%
CFG
135
Citizens Financial Group
Rhode Island
$4.65M +$627K +15,406 +16%
PRP
136
Peak Retirement Planning
Ohio
$4.58M +$4.58M +111,891 New
JWA
137
JFS Wealth Advisors
Pennsylvania
$4.58M +$538K +13,240 +13%
PA
138
PSI Advisors
Florida
$4.46M -$73.5K -1,807 -2%
RSWM
139
Robertson Stephens Wealth Management
California
$4.45M -$4.49M -110,441 -50%
CF
140
Clarity Financial
Texas
$4.42M -$114K -2,803 -3%
KWM
141
KFG Wealth Management
Indiana
$4.39M +$1.03M +25,319 +31%
AI
142
Atria Investments
North Carolina
$4.37M +$913K +22,456 +26%
GIA
143
Gladstone Institutional Advisory
Florida
$4.3M +$720K +17,694 +20%
IMC
144
Investment Management Corporation
Virginia
$4.29M +$4.29M +105,550 New
SA
145
Sanctuary Advisors
Indiana
$4.28M -$576K -13,873 -12%
KHLMTHM
146
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.26M – – –
M&T Bank
147
M&T Bank
New York
$4.24M -$40.1K -986 -0.9%
CIA
148
Capital Investment Advisors
Georgia
$4.17M +$3.09K +76 +0.1%
IWM
149
IHT Wealth Management
Illinois
$4.15M -$908K -22,322 -18%
SWM
150
Spire Wealth Management
Virginia
$4.14M +$109K +2,677 +3%
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