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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

651 hedge funds and large institutions have $4.57B invested in Real Estate Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 240 increasing their positions, 241 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-29
Holders Change %
-4.26%
% of All Funds
9.47%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
65
Increased
240
Reduced
241
Closed
87
Calls
$16.7M
Puts
$82.6M
Net Calls
-$65.9M
Net Calls Change
-$47.1M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$1.05B
2
MIH
Meitav Investment House
Israel
$68.9M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$115M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$95.3M
5
Morgan Stanley
Morgan Stanley
New York
$222M

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
$4.25M
2
LPL Financial
LPL Financial
California
$121M
3
BlackRock
BlackRock
New York
$73.4K
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$615K
5
WWA
WCG Wealth Advisors
Nevada
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
176
Atria Wealth Solutions
New York
$2.12M +$25.3K +658 +1%
CAM
177
Cresset Asset Management
Illinois
$2.09M -$633K -16,485 -23%
PCFFS
178
Pacific Center for Financial Services
California
$2.09M -$44.6K -1,160 -2%
PFS
179
Prospera Financial Services
Texas
$2.08M -$7.53K -196 -0.4%
HFS
180
Horizon Financial Services
North Carolina
$2.07M -$77.6K -2,019 -4%
SWM
181
Solano Wealth Management
California
$2.07M +$18.5K +482 +0.9%
CWM
182
Cordatus Wealth Management
Pennsylvania
$2.03M +$13.4K +348 +0.7%
HI
183
Harper Investing
California
$1.98M +$1.23M +32,002 +165%
EWA
184
EP Wealth Advisors
California
$1.96M +$75.1K +1,955 +4%
SC
185
Savant Capital
Illinois
$1.95M +$1.95M +50,862 New
IA
186
IMZ Advisory
Florida
$1.94M -$456K -11,871 -19%
TF
187
Trek Financial
Arizona
$1.9M +$20.4K +532 +1%
Comerica Bank
188
Comerica Bank
Texas
$1.89M +$278K +7,240 +17%
PRS
189
Pinkerton Retirement Specialists
Idaho
$1.88M +$157K +4,085 +9%
PCA
190
Pallas Capital Advisors
Massachusetts
$1.87M +$119K +2,942 +7%
LCGC
191
Legacy Capital Group California
California
$1.84M -$38.3K -997 -2%
GWM
192
Geneos Wealth Management
Colorado
$1.84M -$291K -7,564 -14%
JCM
193
Jacobi Capital Management
Pennsylvania
$1.83M +$50.9K +1,326 +3%
Truist Financial
194
Truist Financial
North Carolina
$1.81M -$123K -3,195 -6%
TC
195
TAP Consulting
Missouri
$1.8M +$194K +5,038 +12%
WANY
196
Wealthspire Advisors (New York)
New York
$1.78M -$2.12M -55,279 -54%
D.E. Shaw & Co
197
D.E. Shaw & Co
New York
$1.77M -$10.6M -276,499 -86%
PCOTEOTHU
198
Provident Company of the Employees of the Hebrew University
Israel
$1.75M – – –
AWM
199
Avior Wealth Management
Nebraska
$1.75M -$4.85M -126,374 -74%
ASN
200
Advisory Services Network
Georgia
$1.73M +$90.9K +2,366 +6%
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