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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 %
OPS
176
Orion Portfolio Solutions
Nebraska
$3.12M -$221K -5,437 -7%
BCI
177
Brinker Capital Investments
Pennsylvania
$3.12M -$221K -5,437 -7%
EWA
178
EP Wealth Advisors
California
$3.11M +$1M +24,706 +48%
BBP
179
Banco BTG Pactual
Brazil
$3.11M +$3.11M +77,089 New
JMFC
180
J.M. Forbes & Co
Massachusetts
$3.09M – – –
AWS
181
Atria Wealth Solutions
New York
$3.06M +$450K +11,074 +17%
CPA
182
Cardiff Park Advisors
California
$3.03M – – –
BHWM
183
Bar Harbor Wealth Management
New Hampshire
$3.02M +$107K +2,631 +4%
Truist Financial
184
Truist Financial
North Carolina
$2.97M -$42.9M -1,054,755 -94%
VIA
185
Vickerman Investment Advisors
Washington
$2.92M -$102K -2,510 -3%
FMTCOCP
186
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.75M +$121K +2,984 +5%
PWM
187
Prentice Wealth Management
New York
$2.73M +$95.4K +2,346 +4%
BCM
188
Brookstone Capital Management
Illinois
$2.72M -$168K -4,129 -6%
AGM
189
Alpine Global Management
New York
$2.69M +$2.69M +66,240 New
WFA
190
West Financial Advisors
Iowa
$2.68M +$322K +7,912 +14%
IA
191
IMZ Advisory
Florida
$2.68M +$926K +22,772 +53%
PAG
192
Paladin Advisory Group
Iowa
$2.57M -$19.4K -476 -0.7%
NB
193
NBT Bank
New York
$2.56M -$10.6K -260 -0.4%
ACI
194
Alpha Cubed Investments
California
$2.51M +$2.51M +61,838 New
B
195
Bailard
California
$2.51M +$118K +2,903 +5%
DWM
196
Dakota Wealth Management
Florida
$2.5M -$450K -11,054 -15%
AA
197
AlphaMark Advisors
Kentucky
$2.49M +$47.8K +1,175 +2%
PCFFS
198
Pacific Center for Financial Services
California
$2.48M +$176K +4,319 +8%
MA
199
Mutual Advisors
Nebraska
$2.45M -$356K -8,670 -13%
SAW
200
Signal Advisors Wealth
Michigan
$2.45M +$1.33M +32,800 +120%
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