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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 %
HAS
251
HBW Advisory Services
California
$1.08M 26,875 +2,744 +11%
MYIA
252
Mount Yale Investment Advisors
Colorado
$1.07M 26,697 +662 +3%
LCM
253
Lunt Capital Management
Utah
$1.06M 26,533 +26,533 New
FTIS
254
First Trust Investment Solutions
Florida
$1.06M 26,352 +26,352 New
PSCM
255
Per Stirling Capital Management
Texas
$1.05M 26,183 +26,183 New
WCM
256
Winthrop Capital Management
Indiana
$1.05M 26,183 +26,183 New
BFG
257
Bleakley Financial Group
New Jersey
$1.04M 25,948 +14,680 +130%
SS
258
Simplicity Solutions
Minnesota
$1.04M 25,948 +14,680 +130%
GRP
259
Global Retirement Partners
California
$1.02M 26,075 -10,393 -28%
CWM
260
Cornerstone Wealth Management
Missouri
$1.02M 25,518 +36 +0.1%
SFA
261
Sequoia Financial Advisors
Ohio
$1.01M 25,125 -7,658 -23%
HHRDM
262
H&H Retirement Design & Management
Nevada
$1M 26,136 +26,136 New
MCC
263
Money Concepts Capital
Florida
$999K 24,938 +24,938 New
FAIM
264
Financial Advocates Investment Management
Washington
$987K 24,627 -5,464 -18%
IP
265
Ignite Planners
California
$982K 24,298 +7,733 +47%
CWM
266
Congress Wealth Management
Massachusetts
$980K 24,453 -4,195 -15%
ABC
267
Associated Banc-Corp
Wisconsin
$958K 23,914 -3,745 -14%
BWM
268
BCS Wealth Management
Tennessee
$956K 23,864 +6,905 +41%
DSN
269
D. Scott Neal
Kentucky
$930K 23,226 -729 -3%
JIR
270
James Investment Research
Ohio
$930K 23,215 +2,172 +10%
MGIA
271
Moneta Group Investment Advisors
Missouri
$921K 22,992 -380 -2%
PCS
272
Personal CFO Solutions
New Jersey
$920K 22,972 +22,972 New
SB
273
Simmons Bank
Arkansas
$914K 22,820 -1,038 -4%
RCA
274
Ranch Capital Advisors
Florida
$907K 22,636 -1,658 -7%
CRI
275
Colonial River Investments
Virginia
$901K 22,483 +9,519 +73%
9 10
11
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