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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
1
Creative Planning
Kansas
$1.3B
2
Wells Fargo
2
Wells Fargo
California
$156M
3
MWM
3
Modern Wealth Management
Kansas
$25.4M
4
MIC
4
Means Investment Company
Maine
$18.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$17.4M

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$9.6M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$78.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.2M
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$66.2M
5
WA
5
WestEnd Advisors
North Carolina
$130K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
151
KCM Investment Advisors
California
$4.1M +$119K +2,922 +3%
FM
152
Foster & Motley
Ohio
$4.1M -$208K -5,127 -5%
LWMI
153
Landmark Wealth Management (Illinois)
Illinois
$4.06M -$356K -8,748 -8%
ACA
154
Aptus Capital Advisors
Alabama
$4.04M +$3.57M +87,693 +749%
NCM
155
Nelson Capital Management
California
$4.02M -$11.7K -287 -0.3%
NECFA
156
New England Capital Financial Advisors
Connecticut
$4.01M +$145K +3,555 +4%
PWAC
157
Private Wealth Advisors (California)
California
$4M -$23.6K -580 -0.6%
IWC
158
Integrated Wealth Concepts
Massachusetts
$3.99M -$795K -19,537 -17%
SW
159
StrongBox Wealth
Missouri
$3.93M -$26.7K -656 -0.7%
OC
160
Oppenheimer & Co
New York
$3.88M +$2.13M +52,329 +122%
Northern Trust
161
Northern Trust
Illinois
$3.82M -$246K -6,048 -6%
SSA
162
Schonfeld Strategic Advisors
New York
$3.79M +$3.23M +79,333 +575%
CCT
163
Chemung Canal Trust
New York
$3.75M +$2.07M +50,894 +123%
OIA
164
OneDigital Investment Advisors
Kansas
$3.72M +$7.04K +173 +0.2%
ECM
165
Evergreen Capital Management
Washington
$3.66M -$4.07K -100 -0.1%
HI
166
Harbour Investments
Wisconsin
$3.61M +$1.05M +25,836 +41%
AFG
167
Arkansas Financial Group
Arkansas
$3.55M +$347K +8,528 +11%
1SB
168
1ST Source Bank
Indiana
$3.48M +$31.2K +768 +0.9%
GS
169
GTS Securities
New York
$3.46M -$5.82M -143,079 -63%
Jane Street
170
Jane Street
New York
$3.42M +$2.67M +65,769 +359%
PWM
171
Palumbo Wealth Management
New York
$3.35M +$121K +2,968 +4%
CTA
172
Chesley Taft & Associates
Illinois
$3.27M +$90.7K +2,230 +3%
CPL
173
CAP Partners LLC
Tennessee
$3.21M +$59.8K +1,471 +2%
SI
174
Stephens Inc
Arkansas
$3.17M +$182K +4,486 +6%
CFD
175
Creative Financial Designs
Indiana
$3.15M +$22.8K +561 +0.7%
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