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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

739 hedge funds and large institutions have $6.39B invested in Real Estate Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 290 increasing their positions, 211 reducing their positions, and 53 closing their positions.

Holders
739
Holders Change
+88
Holders Change %
+13.52%
% of All Funds
10.69%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.25%
New
147
Increased
290
Reduced
211
Closed
53
Calls
$31.4M
Puts
$194M
Net Calls
-$162M
Net Calls Change
-$96.3M

Top Buyers

1
Squarepoint
1
Squarepoint
New York
$221M
2
Creative Planning
2
Creative Planning
Kansas
$1.3B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$114M
4
RJA
4
Raymond James & Associates
Florida
$71.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$312M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$63M
3
Wells Fargo
3
Wells Fargo
California
$67.2M
4
Jane Street
4
Jane Street
New York
$819K
5
WG
5
Winton Group
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.3B 29,147,305 +1,750,191 +6%
Bank of America
2
Bank of America
North Carolina
$898M 20,109,145 +999,153 +5%
Morgan Stanley
3
Morgan Stanley
New York
$312M 6,993,062 +1,214,370 +21%
Squarepoint
4
Squarepoint
New York
$221M 4,950,000 +4,950,000 New
LPL Financial
5
LPL Financial
California
$194M 4,338,265 +1,200,432 +38%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$172M 3,860,168 +867,830 +29%
CCWM
7
Cassaday & Co Wealth Management
Virginia
$134M 2,989,025 +41,146 +1%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$131M 2,928,797 +8,035 +0.3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$114M 2,557,749 +1,569,077 +159%
MIH
10
Meitav Investment House
Israel
$111M 2,493,291 +700,000 +39%
PF
11
Phoenix Financial
Israel
$108M 2,408,404 +24,200 +1%
RJA
12
Raymond James & Associates
Florida
$71.2M 1,593,455 +1,264,476 +384%
Wells Fargo
13
Wells Fargo
California
$67.2M 1,505,127 -363,524 -19%
MIFH
14
Migdal Insurance & Financial Holdings
Israel
$63M 1,410,867 -1,069,923 -43%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$55.7M 1,245,890 +211,134 +20%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$54.9M 1,229,731 +1,152,828 +1,499%
UBS Group
17
UBS Group
Switzerland
$51.3M 1,147,436 +78,088 +7%
Truist Financial
18
Truist Financial
North Carolina
$50.4M 1,127,748 +1,080,723 +2,298%
WA
19
WestEnd Advisors
North Carolina
$48.4M 1,084,439 +1,084,439 New
Ameriprise
20
Ameriprise
Minnesota
$44.8M 1,002,053 -144,747 -13%
CWM
21
Congress Wealth Management
Massachusetts
$42M 939,742 +931,614 +11,462%
Goldman Sachs
22
Goldman Sachs
New York
$36.6M 819,841 +217,619 +36%
AA
23
Advisory Alpha
Michigan
$36M 806,679 +73,390 +10%
AA
24
ALPS Advisors
Colorado
$35.4M 792,275 -39,756 -5%
CA
25
Cornerstone Advisors
North Carolina
$35.1M 786,700 +197,800 +34%
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