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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
1
Squarepoint
New York
$221M
2
Creative Planning
2
Creative Planning
Kansas
$1.3B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$114M
4
RJA
4
Raymond James & Associates
Florida
$71.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$312M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$63M
3
Wells Fargo
3
Wells Fargo
California
$67.2M
4
Jane Street
4
Jane Street
New York
$819K
5
WG
5
Winton Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
151
JFS Wealth Advisors
Pennsylvania
$4.44M +$1.1M +24,516 +33%
SWM
152
Spire Wealth Management
Virginia
$4.43M -$640K -14,319 -13%
CFG
153
Citizens Financial Group
Rhode Island
$4.42M +$60.5K +1,355 +1%
NCM
154
Nelson Capital Management
California
$4.42M +$116K +2,593 +3%
PWAC
155
Private Wealth Advisors (California)
California
$4.39M -$40.1K -903 -0.9%
WWM
156
Western Wealth Management
Colorado
$4.39M -$190K -4,264 -4%
KIA
157
KCM Investment Advisors
California
$4.37M +$371K +8,315 +9%
SW
158
StrongBox Wealth
Missouri
$4.34M +$344K +7,711 +9%
NECFA
159
New England Capital Financial Advisors
Connecticut
$4.25M +$95.1K +2,129 +2%
GWA
160
GGM Wealth Advisors
Maryland
$4.1M -$11.7K -263 -0.3%
OIA
161
OneDigital Investment Advisors
Kansas
$4.08M -$179K -4,014 -4%
ECM
162
Evergreen Capital Management
Washington
$4.03M -$53.6K -1,200 -1%
CWG
163
Cornerstone Wealth Group
North Carolina
$3.94M +$3.94M +88,298 New
GIA
164
Gladstone Institutional Advisory
Florida
$3.93M -$339K -7,584 -8%
AI
165
Atria Investments
North Carolina
$3.8M -$2.63M -58,930 -41%
Simplex Trading
166
Simplex Trading
Illinois
$3.8M +$2.48M +55,606 +189%
Barclays
167
Barclays
United Kingdom
$3.8M -$5.69M -127,429 -60%
1SB
168
1ST Source Bank
Indiana
$3.79M -$96.7K -2,165 -2%
KWM
169
KFG Wealth Management
Indiana
$3.69M +$3.69M +82,695 New
PFS
170
Prospera Financial Services
Texas
$3.68M +$1.26M +28,285 +52%
OPS
171
Orion Portfolio Solutions
Nebraska
$3.68M +$125K +2,792 +4%
BCI
172
Brinker Capital Investments
Pennsylvania
$3.68M +$125K +2,792 +4%
RCS
173
Retirement Capital Strategies
California
$3.61M +$3.61M +80,861 New
PWM
174
Palumbo Wealth Management
New York
$3.54M -$313 -7 -0%
AFG
175
Arkansas Financial Group
Arkansas
$3.51M +$237K +5,315 +7%
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