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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

680 hedge funds and large institutions have $4.54B invested in Real Estate Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 271 increasing their positions, 220 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.86%
Holding in Top 10
7
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-56.25%
% of All Funds
0.1%
New
88
Increased
271
Reduced
220
Closed
74
Calls
$16.2M
Puts
$35M
Net Calls
-$18.8M
Net Calls Change
-$13.9M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$744M
2
Creative Planning
2
Creative Planning
Kansas
$966M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$75M
4
CIA
4
Capital Investment Advisors
Georgia
$37.2M
5
PF
5
Phoenix Financial
Israel
$98.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$205M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$55.3M
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$0
4
Ameriprise
4
Ameriprise
Minnesota
$42.6M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
151
Paladin Advisory Group
Iowa
$3.06M +$272 +7 +0%
VIA
152
Vickerman Investment Advisors
Washington
$3.06M +$12.7K +320 +0.4%
WAOTB
153
Wealth Advisors of Tampa Bay
Florida
$3.06M +$11.3K +285 +0.4%
JWA
154
JFS Wealth Advisors
Pennsylvania
$3.04M -$117K -2,967 -4%
JMFC
155
J.M. Forbes & Co
Massachusetts
$3.02M – – –
ZIG
156
Zurich Insurance Group
Switzerland
$2.98M +$1.23M +31,890 +71%
CPA
157
Cardiff Park Advisors
California
$2.95M – – –
HF
158
HRT Financial
New York
$2.94M -$1.71M -43,233 -37%
IC
159
Innealta Capital
Texas
$2.9M +$1.46K +37 +0.1%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$2.83M -$92.8K -2,349 -3%
CAM
161
Cresset Asset Management
Illinois
$2.8M -$23K -582 -0.8%
BHWM
162
Bar Harbor Wealth Management
New Hampshire
$2.79M +$94.6K +2,393 +4%
AllianceBernstein
163
AllianceBernstein
Tennessee
$2.77M +$2.77M +70,163 New
FMTCOCP
164
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.75M -$21.2K -536 -0.8%
CPL
165
CAP Partners LLC
Tennessee
$2.71M +$43.5K +1,100 +2%
MA
166
Montag & Associates
Georgia
$2.71M +$19.8K +500 +0.7%
ONB
167
Old National Bancorp
Indiana
$2.69M -$338K -8,562 -11%
AA
168
AlphaMark Advisors
Kentucky
$2.68M -$137K -3,454 -5%
IWC
169
Integrated Wealth Concepts
Massachusetts
$2.68M +$754K +19,068 +39%
TWC
170
TD Waterhouse Canada
Ontario, Canada
$2.65M -$6.41M -166,914 -71%
GWA
171
Gratus Wealth Advisors
Virginia
$2.61M +$9.22K +258 +0.4%
B
172
Bailard
California
$2.56M -$29.8K -754 -1%
OWM
173
Olympus Wealth Management
Utah
$2.52M +$15.8K +399 +0.6%
IA
174
IMZ Advisory
Florida
$2.46M +$85.9K +2,173 +4%
NB
175
NBT Bank
New York
$2.46M +$27.7K +700 +1%
5 6
7
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