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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 %
GSC
176
G&S Capital
Colorado
$2.43M +$2.43M +61,418 New
CFD
177
Creative Financial Designs
Indiana
$2.43M +$159K +4,018 +7%
BFG
178
Berger Financial Group
Minnesota
$2.35M +$2.35M +59,397 New
AFG
179
Arkansas Financial Group
Arkansas
$2.34M +$291K +7,356 +14%
PWM
180
Prentice Wealth Management
New York
$2.34M +$147K +3,717 +7%
PWM
181
Palumbo Wealth Management
New York
$2.27M +$2.27M +57,391 New
WA
182
WBH Advisory
Maryland
$2.25M +$43.1K +1,090 +2%
DS
183
DRW Securities
Illinois
$2.24M -$4.29M -108,575 -66%
HFS
184
Horizon Financial Services
North Carolina
$2.21M +$1.96M +49,613 +774%
PCFFS
185
Pacific Center for Financial Services
California
$2.19M +$122K +3,076 +6%
GWM
186
Geneos Wealth Management
Colorado
$2.19M -$107K -2,719 -5%
AWS
187
Atria Wealth Solutions
New York
$2.15M +$54.2K +1,370 +3%
PFS
188
Prospera Financial Services
Texas
$2.15M +$2.15M +54,343 New
SWM
189
Solano Wealth Management
California
$2.11M -$69.4K -1,755 -3%
CWM
190
Cordatus Wealth Management
Pennsylvania
$2.08M +$2.08M +52,605 New
SIS
191
Sound Income Strategies
Florida
$2.03M +$86.2K +2,180 +4%
EH
192
Equitable Holdings
New York
$2M -$1.78M -45,045 -47%
Truist Financial
193
Truist Financial
North Carolina
$1.99M -$1.46M -37,051 -42%
EWA
194
EP Wealth Advisors
California
$1.94M -$108K -2,742 -5%
SI
195
Stephens Inc
Arkansas
$1.94M +$4.11K +104 +0.2%
TF
196
Trek Financial
Arizona
$1.94M -$2.93M -74,094 -60%
LCGC
197
Legacy Capital Group California
California
$1.93M +$1.93M +48,890 New
LHWM
198
Lake Hills Wealth Management
Texas
$1.93M +$1.93M +48,731 New
William Blair & Company
199
William Blair & Company
Illinois
$1.86M -$2.45K -62 -0.1%
JCM
200
Jacobi Capital Management
Pennsylvania
$1.83M +$1.12M +28,444 +158%
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