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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

611 hedge funds and large institutions have $3.27B invested in Real Estate Select Sector SPDR Fund in 2022 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 222 increasing their positions, 186 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+28
Holders Change %
+4.8%
% of All Funds
9.86%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
113
Increased
222
Reduced
186
Closed
69
Calls
$46.6M
Puts
$50.3M
Net Calls
-$3.71M
Net Calls Change
+$25.7M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$106M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$108M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$105M
4
WWA
WCG Wealth Advisors
Nevada
$35.4M
5
Morgan Stanley
Morgan Stanley
New York
$212M

Top Sellers

1
Millennium Management
Millennium Management
New York
$705K
2
LPL Financial
LPL Financial
California
$157M
3
Bank of America
Bank of America
North Carolina
$749M
4
Prudential Financial
Prudential Financial
New Jersey
$281K
5
Truist Financial
Truist Financial
North Carolina
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
276
Millennium Management
New York
$705K -$58.6M -1,588,475 -99%
KWM
277
Kingsview Wealth Management
Oregon
$699K -$13.2M -356,573 -95%
HCWM
278
Harrison & Co Wealth Management
Virginia
$695K -$112K -3,030 -14%
BF
279
BOK Financial
Oklahoma
$686K -$52.6K -1,425 -7%
WIM
280
Warwick Investment Management
Texas
$671K +$671K +18,182 New
ATPW
281
Ashton Thomas Private Wealth
Arizona
$650K +$31.7K +857 +5%
GVAG
282
Great Valley Advisor Group
Delaware
$644K -$301K -8,155 -32%
IFAM
283
Institutional & Family Asset Management
Colorado
$643K +$5.76K +156 +0.9%
HAS
284
HBW Advisory Services
California
$636K +$65.5K +1,773 +11%
FT
285
Fiduciary Trust
Massachusetts
$630K +$630K +17,064 New
VPP
286
Vertex Planning Partners
Illinois
$630K +$630K +17,057 New
Bank of New York Mellon
287
Bank of New York Mellon
New York
$629K +$176K +4,757 +39%
FSC
288
Full Sail Capital
Oklahoma
$628K +$135K +3,662 +27%
ORAM
289
One River Asset Management
Connecticut
$613K +$613K +16,435 New
FMWA
290
Forvis Mazars Wealth Advisors
Missouri
$603K -$44.4K -1,202 -7%
CWM
291
Collaborative Wealth Management
Florida
$597K -$54.7K -1,482 -8%
CI
292
Clal Insurance
Israel
$591K – – –
IC
293
Innealta Capital
Texas
$589K +$589K +15,947 New
TB
294
Treynor Bancshares
Iowa
$581K -$189K -5,109 -25%
HNB
295
Huntington National Bank
Ohio
$578K -$581K – –
GJIA
296
Glass Jacobson Investment Advisors
Maryland
$567K +$567K +15,360 New
FFWA
297
FRG Family Wealth Advisors
Washington
$567K – – –
SMWM
298
Silvia McColl Wealth Management
California
$562K +$562K +15,217 New
SSWM
299
Sheets Smith Wealth Management
North Carolina
$560K +$560K +15,165 New
ACP
300
Aveo Capital Partners
Colorado
$553K -$937K -25,372 -63%
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