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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.

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
1
Creative Planning
Kansas
$1.05B
2
MIH
2
Meitav Investment House
Israel
$68.9M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$115M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$95.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$222M

Top Sellers

1
CIA
1
Capital Investment Advisors
Georgia
$4.25M
2
LPL Financial
2
LPL Financial
California
$121M
3
BlackRock
3
BlackRock
New York
$73.4K
4
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$615K
5
WWA
5
WCG Wealth Advisors
Nevada
$24.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.05B 27,397,114 +2,953,217 +12%
Bank of America
2
Bank of America
North Carolina
$734M 19,109,992 +279,712 +1%
Morgan Stanley
3
Morgan Stanley
New York
$222M 5,778,692 +589,238 +11%
LPL Financial
4
LPL Financial
California
$121M 3,137,833 -517,093 -14%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$115M 2,992,338 +1,094,685 +58%
CCWM
6
Cassaday & Co Wealth Management
Virginia
$113M 2,947,879 +87,763 +3%
HIIFS
7
Harel Insurance Investments & Financial Services
Israel
$112M 2,920,762 +1,794 +0.1%
MIFH
8
Migdal Insurance & Financial Holdings
Israel
$95.3M 2,480,790 +1,080,790 +77%
PF
9
Phoenix Financial
Israel
$91.6M 2,384,204 -103,534 -4%
Wells Fargo
10
Wells Fargo
California
$71.8M 1,868,651 -116,450 -6%
MIH
11
Meitav Investment House
Israel
$68.9M 1,793,291 +1,200,000 +202%
Caisse de Depot et Placement du Quebec (CDPQ)
12
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$67M 1,744,700 – –
Ameriprise
13
Ameriprise
Minnesota
$44M 1,146,800 +69,541 +6%
UBS Group
14
UBS Group
Switzerland
$41.1M 1,069,348 +59,054 +6%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$39.7M 1,034,756 +28,374 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$38M 988,672 -99,532 -9%
AA
17
ALPS Advisors
Colorado
$32M 832,031 +68,159 +9%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$28.5M 742,652 -19,007 -2%
AA
19
Advisory Alpha
Michigan
$28.2M 733,289 -66,969 -8%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$27.9M 726,592 +58,404 +9%
MD
21
Money Design
Japan
$25.7M 668,245 +18,198 +3%
Mariner
22
Mariner
Kansas
$25.4M 661,629 +11,899 +2%
FMI
23
Factory Mutual Insurance
Massachusetts
$25.3M 659,000 – –
WWA
24
WCG Wealth Advisors
Nevada
$24.4M 635,581 -321,235 -34%
Goldman Sachs
25
Goldman Sachs
New York
$23.1M 602,222 +36,524 +6%
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