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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 %
GLA
201
Good Life Advisors
Pennsylvania
$1.73M +$139K +3,623 +9%
PPWP
202
Premier Path Wealth Partners
New Jersey
$1.72M +$32.5K +846 +2%
EFS
203
Econ Financial Services
Pennsylvania
$1.69M +$1.69M +44,075 New
KAS
204
Kestra Advisory Services
Texas
$1.68M +$316K +8,223 +23%
NA
205
NewEdge Advisors
Louisiana
$1.66M +$541K +14,078 +48%
CB
206
Centennial Bank
Arkansas
$1.65M +$148K +3,841 +10%
TCG
207
Transcendent Capital Group
Oklahoma
$1.65M +$1.65M +42,902 New
JFG
208
Jefferies Financial Group
New York
$1.65M +$1.44M +37,500 +700%
RFN
209
Redwood Financial Network
Ohio
$1.64M -$16.6K -431 -1%
HWA
210
HHM Wealth Advisors
Tennessee
$1.61M -$15.4K -402 -1%
PPWP
211
Proquility Private Wealth Partners
Nevada
$1.6M +$27.6K +719 +2%
VWA
212
Visionary Wealth Advisors
Illinois
$1.59M +$761K +19,824 +92%
TI
213
Tidal Investments
Wisconsin
$1.58M +$1.58M +41,073 New
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$1.57M -$82.5K -2,147 -5%
TCM
215
Triumph Capital Management
Colorado
$1.53M +$664K +17,289 +76%
BFEC
216
Benjamin F. Edwards & Company
Missouri
$1.53M +$36.7K +955 +2%
HWM
217
Horizons Wealth Management
North Carolina
$1.47M -$44K -1,086 -3%
CI
218
CX Institutional
Indiana
$1.43M -$22.7K -590 -2%
CWM
219
Collaborative Wealth Management
Florida
$1.43M +$44.4K +1,155 +3%
LA
220
LexAurum Advisors
Kansas
$1.42M -$8.07K -210 -0.6%
GKWIM
221
Gerber Kawasaki Wealth & Investment Management
California
$1.42M +$746K +19,411 +110%
IP
222
Ignite Planners
California
$1.42M +$184K +4,817 +15%
CW
223
CreativeOne Wealth
Kansas
$1.41M -$341K -8,887 -20%
SCA
224
Scott Capital Advisors
Oregon
$1.4M +$49.9K +1,300 +4%
HI
225
Harbour Investments
Wisconsin
$1.37M +$75.1K +1,955 +6%
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