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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.

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

Top Sellers

1
EWA
EP Wealth Advisors
California
$1.68M
2
Bank of America
Bank of America
North Carolina
$369M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$11M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.9M
5
BlackRock
BlackRock
New York
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
276
Centaurus Financial
California
$680K -$1.24M -32,854 -65%
GIA
277
Gladstone Institutional Advisory
Florida
$675K +$300K +7,948 +80%
BCP
278
Blue Chip Partners
Michigan
$659K -$2.11K -56 -0.3%
SCA
279
Snowden Capital Advisors
New York
$651K -$63.4K -1,683 -9%
SF
280
Summit Financial
New Jersey
$626K +$90.1K +2,391 +17%
3LCM
281
3D/L Capital Management
Connecticut
$615K -$292K -7,752 -32%
PAG
282
Private Advisory Group
Washington
$615K +$615K +16,309 New
SSWM
283
Sheets Smith Wealth Management
North Carolina
$604K +$32.3K +856 +6%
CI
284
Clal Insurance
Israel
$603K – – –
BP
285
Ballentine Partners
Massachusetts
$598K +$598K +15,864 New
AC
286
Abbrea Capital
California
$594K +$7.34K +195 +1%
ASN
287
Advisory Services Network
Georgia
$593K -$35.1K -930 -6%
FA
288
Flagstar Advisors
New York
$590K -$29.8K -790 -5%
ORC
289
O'Rourke & Company
Massachusetts
$584K -$979 -26 -0.2%
FWCM
290
Ferguson Wellman Capital Management
Oregon
$581K -$30.5K -810 -5%
MAS
291
Meeder Advisory Services
Ohio
$576K +$179K +4,750 +45%
AWAP
292
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$572K +$572K +15,165 New
FSC
293
Full Sail Capital
Oklahoma
$567K -$9.69K -257 -2%
SMWM
294
Silvia McColl Wealth Management
California
$565K +$4.82K +128 +0.9%
GJIA
295
Glass Jacobson Investment Advisors
Maryland
$549K +$549K +14,560 New
YIH
296
Y-Intercept (HK)
Hong Kong
$547K +$547K +14,512 New
AAM
297
Alphadyne Asset Management
New York
$543K -$281K -7,451 -34%
PFA
298
Pinnacle Family Advisors
Missouri
$539K +$539K +14,307 New
LCM
299
Lunt Capital Management
Utah
$539K +$539K +14,305 New
JCM
300
Jacobi Capital Management
Pennsylvania
$537K +$2.22K +59 +0.4%
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