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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

589 hedge funds and large institutions have $2.95B invested in Real Estate Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 206 increasing their positions, 224 reducing their positions, and 58 closing their positions.

Holders
589
Holders Change
+6
Holders Change %
+1.03%
% of All Funds
9.29%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
72
Increased
206
Reduced
224
Closed
58
Calls
$13.7M
Puts
$21.9M
Net Calls
-$8.21M
Net Calls Change
+$7M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$423M
2
Millennium Management
2
Millennium Management
New York
$41.7M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.5M
4
CCM
4
Cullen Capital Management
New York
$26.6M
5
QIM
5
Quantitative Investment Management
Virginia
$21.4M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.68M
2
Bank of America
2
Bank of America
North Carolina
$369M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$11M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.9M
5
BlackRock
5
BlackRock
New York
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
226
Weinberger Asset Management
California
$1M 26,611 -921 -3%
OC
227
Oppenheimer & Co
New York
$1M 26,563 -361 -1%
CWM
228
Cornerstone Wealth Management
Missouri
$999K 26,515 -2,853 -10%
ZIG
229
Zullo Investment Group
Pennsylvania
$981K 26,027 +188 +0.7%
RFN
230
Redwood Financial Network
Ohio
$981K 26,025 +9,590 +58%
TCOO
231
Trust Company of Oklahoma
Oklahoma
$976K 25,901 -180 -0.7%
BA
232
Ballast Advisors
Minnesota
$966K 25,639 +1,078 +4%
SB
233
Simmons Bank
Arkansas
$963K 25,558 +396 +2%
ABC
234
Associated Banc-Corp
Wisconsin
$956K 25,360 +251 +1%
PIWA
235
Prevail Innovative Wealth Advisors
Kansas
$951K 25,239 +25,239 New
TC
236
Trust Company
Kansas
$947K 25,122 +8,845 +54%
CFGS
237
Concourse Financial Group Securities
Alabama
$922K 24,466 -21 -0.1%
RCA
238
Ranch Capital Advisors
Florida
$921K 24,435 +243 +1%
LSPW
239
Lake Street Private Wealth
Illinois
$917K 24,322 +607 +3%
RHP
240
Royal Harbor Partners
Texas
$909K 24,107 -263 -1%
William Blair & Company
241
William Blair & Company
Illinois
$903K 23,967 +18,385 +329%
BS
242
Banco Santander
Spain
$893K 23,682 – –
Fidelity International
243
Fidelity International
Bermuda
$892K 23,658 -24,626 -51%
RSWM
244
Robertson Stephens Wealth Management
California
$889K 23,582 -964 -4%
SCA
245
Scott Capital Advisors
Oregon
$880K 23,351 +5,009 +27%
MGIA
246
Moneta Group Investment Advisors
Missouri
$869K 23,045 -633 -3%
CWM
247
Collaborative Wealth Management
Florida
$860K 22,814 +9,918 +77%
PCA
248
Pallas Capital Advisors
Massachusetts
$845K 21,966 +21,966 New
BCM
249
Boltwood Capital Management
California
$835K 22,165 -282 -1%
SPIA
250
Steward Partners Investment Advisory
New York
$827K 21,945 -904 -4%
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