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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 %
JCM
201
Jacobi Capital Management
Pennsylvania
$2.44M +$290K +7,142 +13%
NA
202
NewEdge Advisors
Louisiana
$2.42M +$416K +10,219 +21%
WWM
203
Western Wealth Management
Colorado
$2.4M -$1.6M -39,235 -40%
TWC
204
TD Waterhouse Canada
Ontario, Canada
$2.39M -$8.79K -216 -0.4%
SIS
205
Sound Income Strategies
Florida
$2.37M +$43.4K +1,066 +2%
TF
206
Trek Financial
Arizona
$2.32M -$712K -17,515 -24%
I
207
IMPACTfolio
Colorado
$2.3M +$2.3M +56,673 New
SG Americas Securities
208
SG Americas Securities
New York
$2.29M -$1.77M -43,566 -44%
HFS
209
Horizon Financial Services
North Carolina
$2.29M +$29.5K +725 +1%
CW
210
CreativeOne Wealth
Kansas
$2.28M +$499K +12,280 +28%
WA
211
WBH Advisory
Maryland
$2.27M -$51.2K -1,260 -2%
Marshall Wace
212
Marshall Wace
United Kingdom
$2.27M +$2.27M +55,890 New
HI
213
Harper Investing
California
$2.26M -$211K -5,190 -9%
PRS
214
Pinkerton Retirement Specialists
Idaho
$2.24M +$151K +3,706 +7%
ONB
215
Old National Bancorp
Indiana
$2.21M -$137K -3,372 -6%
TPW
216
Talon Private Wealth
Florida
$2.08M +$1.27M +31,145 +156%
AFG
217
Atomi Financial Group
New York
$2.07M +$543K +13,341 +36%
SP
218
Symmetry Partners
Connecticut
$2.05M +$2.05M +50,401 New
FWM
219
Foguth Wealth Management
Michigan
$2.03M +$855K +20,566 +72%
SC
220
Savant Capital
Illinois
$2.03M -$90.2K -2,217 -4%
AAS
221
Asset Allocation Strategies
Michigan
$1.98M -$724K -17,279 -27%
BEI
222
Benjamin Edwards Inc
Missouri
$1.97M -$576K -14,155 -23%
PFP
223
Pinnacle Financial Partners
Tennessee
$1.92M +$358K +8,811 +23%
TSWM
224
Triangle Securities Wealth Management
North Carolina
$1.91M +$316K +7,761 +20%
CI
225
CX Institutional
Indiana
$1.91M +$126K +3,090 +7%
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