XLRE icon

Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

680 hedge funds and large institutions have $4.54B invested in Real Estate Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 271 increasing their positions, 220 reducing their positions, and 74 closing their positions.

Holders
680
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.86%
Holding in Top 10
7
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-56.25%
% of All Funds
0.1%
New
88
Increased
271
Reduced
220
Closed
74
Calls
$16.2M
Puts
$35M
Net Calls
-$18.8M
Net Calls Change
-$13.9M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$744M
2
Creative Planning
2
Creative Planning
Kansas
$966M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$75M
4
CIA
4
Capital Investment Advisors
Georgia
$37.2M
5
PF
5
Phoenix Financial
Israel
$98.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$205M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$55.3M
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$0
4
Ameriprise
4
Ameriprise
Minnesota
$42.6M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$966M 24,443,897 +4,553,523 +23%
Bank of America
2
Bank of America
North Carolina
$744M 18,830,280 +8,501,748 +82%
Morgan Stanley
3
Morgan Stanley
New York
$205M 5,189,454 -4,885,890 -48%
LPL Financial
4
LPL Financial
California
$144M 3,654,926 +85,465 +2%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$115M 2,918,968 – –
CCWM
6
Cassaday & Co Wealth Management
Virginia
$113M 2,860,116 +208,762 +8%
PF
7
Phoenix Financial
Israel
$98.4M 2,487,738 +903,358 +57%
Wells Fargo
8
Wells Fargo
California
$78.5M 1,985,101 +778,015 +64%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$75M 1,897,653 +1,002,706 +112%
Caisse de Depot et Placement du Quebec (CDPQ)
10
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69M 1,744,700 -350,600 -17%
MIFH
11
Migdal Insurance & Financial Holdings
Israel
$55.3M 1,400,000 -4,100,000 -75%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$43M 1,088,204 +465,161 +75%
Ameriprise
13
Ameriprise
Minnesota
$42.6M 1,077,259 -603,086 -36%
UBS Group
14
UBS Group
Switzerland
$39.9M 1,010,294 -60,330 -6%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$39.8M 1,006,382 +34,142 +4%
WWA
16
WCG Wealth Advisors
Nevada
$37.8M 956,816 -208,322 -18%
CIA
17
Capital Investment Advisors
Georgia
$37.2M 941,263 +941,263 New
AA
18
Advisory Alpha
Michigan
$31.6M 800,258 +608,942 +318%
AA
19
ALPS Advisors
Colorado
$30.2M 763,872 -16,427 -2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$30.1M 761,659 +14,652 +2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$26.4M 668,188 +578,545 +645%
FMI
22
Factory Mutual Insurance
Massachusetts
$26.1M 659,000 – –
MD
23
Money Design
Japan
$25.7M 650,047 -38,237 -6%
Mariner
24
Mariner
Kansas
$25.7M 649,730 +6,290 +1%
SMM
25
Stadion Money Management
Georgia
$24.7M 623,697 +21,300 +4%
1
2 3 4 5