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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 %
CTC
251
Central Trust Company
Missouri
$823K 21,844 -9,005 -29%
SPC
252
Sigma Planning Corp
Michigan
$813K 21,564 +5,759 +36%
JIR
253
James Investment Research
Ohio
$807K 21,417 -628 -3%
MFG
254
Magnus Financial Group
New York
$803K 21,314 +162 +0.8%
WCG
255
Wall Capital Group
Arizona
$799K 20,741 +809 +4%
AFG
256
Atomi Financial Group
New York
$797K 21,157 +21,157 New
APWA
257
Atlas Private Wealth Advisors
New Jersey
$781K 20,718 +9,353 +82%
HAS
258
HBW Advisory Services
California
$776K 20,590 +3,223 +19%
FIA
259
Foundations Investment Advisors
Arizona
$764K 20,273 +20,273 New
TB
260
Treynor Bancshares
Iowa
$761K 20,201 -2,544 -11%
MC
261
Martin & Co
Tennessee
$761K 20,193 -1,681 -8%
CPG
262
Cornerstone Planning Group
New Jersey
$758K 20,099 +20,099 New
FNT
263
First National Trust
Pennsylvania
$754K 19,999 -924 -4%
AWM
264
Atticus Wealth Management
Florida
$745K 19,778 -4,580 -19%
CWP
265
Concord Wealth Partners
Virginia
$744K 19,730 +6,745 +52%
SWP
266
Stratos Wealth Partners
Ohio
$743K 19,714 -2,906 -13%
CAM
267
Carret Asset Management
New York
$737K 19,560 -220 -1%
BAAM
268
Baker Avenue Asset Management
California
$723K 19,185 +1,509 +9%
CRWM
269
Castle Rock Wealth Management
California
$714K 18,707 -465 -2%
DAS
270
Dynamic Advisor Solutions
Arizona
$708K 18,795 +654 +4%
HG
271
Herbst Group
Connecticut
$708K 18,785 -2,435 -11%
IFAM
272
Institutional & Family Asset Management
Colorado
$708K 18,780 +281 +2%
JHCP
273
Jackson Hole Capital Partners
Oklahoma
$701K 18,599 -1,647 -8%
BF
274
BOK Financial
Oklahoma
$700K 18,564 – –
BRWA
275
B. Riley Wealth Advisors
Florida
$686K 18,193 -1,476 -8%
9 10
11
12 13