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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 %
CTA
176
Chesley Taft & Associates
Illinois
$3.49M -$50.9K -1,140 -1%
CPL
177
CAP Partners LLC
Tennessee
$3.46M +$68.1K +1,525 +2%
CFD
178
Creative Financial Designs
Indiana
$3.43M -$20.1K -451 -0.6%
JMFC
179
J.M. Forbes & Co
Massachusetts
$3.4M – – –
CPA
180
Cardiff Park Advisors
California
$3.33M – – –
TF
181
Trek Financial
Arizona
$3.33M +$1.11M +24,913 +50%
VIA
182
Vickerman Investment Advisors
Washington
$3.32M -$4.69K -105 -0.1%
GWA
183
Gratus Wealth Advisors
Virginia
$3.29M +$158K +3,668 +5%
SI
184
Stephens Inc
Arkansas
$3.28M +$718K +16,065 +28%
DWM
185
Dakota Wealth Management
Florida
$3.24M -$6.51M -145,636 -67%
BHWM
186
Bar Harbor Wealth Management
New Hampshire
$3.2M +$31K +694 +1%
BCM
187
Brookstone Capital Management
Illinois
$3.17M +$2.1M +47,116 +197%
PG
188
Prostatis Group
Maryland
$3.08M -$158K -3,534 -5%
MA
189
Mutual Advisors
Nebraska
$3.03M +$328K +7,381 +12%
RIA
190
Regal Investment Advisors
Michigan
$2.99M -$4.96M -110,963 -62%
PSCM
191
Per Stirling Capital Management
Texas
$2.93M +$2.93M +65,692 New
PWM
192
Prentice Wealth Management
New York
$2.89M +$149K +3,327 +5%
FMTCOCP
193
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.89M -$177K -3,969 -6%
AAS
194
Asset Allocation Strategies
Michigan
$2.88M -$1.2M -26,759 -29%
AWS
195
Atria Wealth Solutions
New York
$2.86M +$397K +8,879 +16%
HIP
196
Harrell Investment Partners
Texas
$2.86M +$2.86M +64,028 New
PAG
197
Paladin Advisory Group
Iowa
$2.84M -$174K -3,890 -6%
NB
198
NBT Bank
New York
$2.82M -$1.61K -36 -0.1%
HI
199
Harbour Investments
Wisconsin
$2.81M +$1.22M +27,222 +76%
BEI
200
Benjamin Edwards Inc
Missouri
$2.8M +$2.8M +62,661 New
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