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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.

Holders
755
Holders Change
+16
Holders Change %
+2.17%
% of All Funds
10.06%
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
Raymond James Financial
3
Raymond James Financial
Florida
$51M
4
MWM
4
Modern Wealth Management
Kansas
$25.4M
5
MIC
5
Means Investment Company
Maine
$18.2M

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.3B 31,927,658 +2,780,353 +10%
Bank of America
2
Bank of America
North Carolina
$801M 19,687,309 -421,836 -2%
Morgan Stanley
3
Morgan Stanley
New York
$256M 6,306,670 -686,392 -10%
LPL Financial
4
LPL Financial
California
$179M 4,391,694 +53,429 +1%
Wells Fargo
5
Wells Fargo
California
$156M 3,843,679 +2,338,552 +155%
CCWM
6
Cassaday & Co Wealth Management
Virginia
$124M 3,051,329 +62,304 +2%
PF
7
Phoenix Financial
Israel
$97.9M 2,408,404 – –
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$78.4M 1,927,243 -1,932,925 -50%
MIH
9
Meitav Investment House
Israel
$67.2M 1,654,417 -838,874 -34%
HIIFS
10
Harel Insurance Investments & Financial Services
Israel
$66.2M 1,626,991 -1,301,806 -44%
Raymond James Financial
11
Raymond James Financial
Florida
$51M 1,254,353 +1,254,353 New
Baird Financial Group
12
Baird Financial Group
Wisconsin
$50.8M 1,249,311 +3,421 +0.3%
UBS Group
13
UBS Group
Switzerland
$47.4M 1,166,155 +18,719 +2%
MIFH
14
Migdal Insurance & Financial Holdings
Israel
$46.8M 1,149,806 -261,061 -19%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$41.2M 1,013,996 -1,543,753 -60%
CWM
16
Congress Wealth Management
Massachusetts
$37.5M 922,707 -17,035 -2%
AA
17
ALPS Advisors
Colorado
$36.6M 900,624 +108,349 +14%
AA
18
Advisory Alpha
Michigan
$32.1M 788,274 -18,405 -2%
AOI
19
Auto-Owners Insurance
Michigan
$31.2M 766,565 +182,517 +31%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$28.8M 708,690 -34,300 -5%
CA
21
Cornerstone Advisors
North Carolina
$28.1M 691,700 -95,000 -12%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$27.7M 681,255 -49,825 -7%
FMI
23
Factory Mutual Insurance
Massachusetts
$26.8M 659,000 – –
Ameriprise
24
Ameriprise
Minnesota
$26.5M 651,516 -350,537 -35%
MD
25
Money Design
Japan
$25.6M 633,291 -3,397 -0.5%
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