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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

675 hedge funds and large institutions have $4.36B invested in Real Estate Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 214 increasing their positions, 214 reducing their positions, and 59 closing their positions.

Holders
675
Holders Change
+90
Holders Change %
+15.38%
% of All Funds
9.9%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.23%
New
158
Increased
214
Reduced
214
Closed
59
Calls
$32.5M
Puts
$37.4M
Net Calls
-$4.96M
Net Calls Change
+$2.29M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$220M
2
Morgan Stanley
2
Morgan Stanley
New York
$404M
3
Creative Planning
3
Creative Planning
Kansas
$797M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$106M
5
Bank of America
5
Bank of America
North Carolina
$414M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$1.58M
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$1.44M
3
Bessemer Group
3
Bessemer Group
New Jersey
$3K
4
GB
4
Gunma Bank
Japan
$0
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WEG
226
World Equity Group
Illinois
$1.36M 34,015 +18,650 +121%
RFWA
227
RPg Family Wealth Advisory
Massachusetts
$1.33M 33,140 -244 -0.7%
US Bancorp
228
US Bancorp
Minnesota
$1.33M 33,083 -1,731 -5%
KAS
229
Kestra Advisory Services
Texas
$1.32M 32,998 -4,340 -12%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$1.25M 31,138 +15,403 +98%
PTC
231
Private Trust Company
Ohio
$1.24M 31,010 +1,433 +5%
CWM
232
Collaborative Wealth Management
Florida
$1.24M 30,937 -2,604 -8%
OC
233
Oppenheimer & Co
New York
$1.23M 30,773 +4,595 +18%
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$1.23M 30,641 -14,088 -31%
PPWP
235
Proquility Private Wealth Partners
Nevada
$1.22M 30,512 -11,806 -28%
SCA
236
Stillwater Capital Advisors
Pennsylvania
$1.22M 30,499 +931 +3%
PBK
237
Peoples Bank (Kansas)
Kansas
$1.21M 30,297 +7,279 +32%
TCOO
238
Trust Company of Oklahoma
Oklahoma
$1.18M 29,575 +3,226 +12%
CPG
239
Cornerstone Planning Group
New Jersey
$1.17M 29,303 +2,716 +10%
ZIG
240
Zuckerman Investment Group
Illinois
$1.17M 29,147 -879 -3%
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$1.15M 28,498 -39,868 -58%
RW
242
RVW Wealth
California
$1.15M 28,736 -299 -1%
PSF
243
Pacific Sun Financial
California
$1.13M 28,241 +89 +0.3%
NCM
244
Novare Capital Management
North Carolina
$1.13M 28,154 +8,765 +45%
FA
245
Forefront Analytics
Pennsylvania
$1.12M 28,059 +293 +1%
ZIG
246
Zullo Investment Group
Pennsylvania
$1.12M 27,887 -722 -3%
CI
247
CX Institutional
Indiana
$1.09M 27,328 -63,251 -70%
LNC
248
Lincoln National Corp
Pennsylvania
$1.09M 27,287 +4,090 +18%
TC
249
Trust Company
Kansas
$1.09M 27,277 -283 -1%
BA
250
Ballast Advisors
Minnesota
$1.09M 27,240 +366 +1%
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