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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.

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

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.58M
2
FHA
Flagship Harbor Advisors
Massachusetts
$1.44M
3
Bessemer Group
Bessemer Group
New Jersey
$3K
4
GB
Gunma Bank
Japan
$0
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
276
Gerber Kawasaki Wealth & Investment Management
California
$900K -$1.66M -41,424 -65%
SFS
277
Sowell Financial Services
Arkansas
$875K +$875K +21,849 New
DFCM
278
Dark Forest Capital Management
Puerto Rico
$867K -$3.18M -79,415 -79%
MFG
279
Magnus Financial Group
New York
$850K -$10.2K -255 -1%
BS
280
Banco Santander
Spain
$848K -$66.4K -1,658 -7%
DAS
281
Dynamic Advisor Solutions
Arizona
$841K -$35.6K -907 -4%
Fidelity International
282
Fidelity International
Bermuda
$829K -$106K -2,637 -11%
FFN
283
Focus Financial Network
Minnesota
$829K +$11.5K +287 +1%
KF
284
Krilogy Financial
Missouri
$828K +$151K +3,770 +22%
BCM
285
Boltwood Capital Management
California
$821K -$39.3K -981 -5%
RWA
286
River Wealth Advisors
Pennsylvania
$816K -$119K -2,959 -13%
JHCP
287
Jackson Hole Capital Partners
Oklahoma
$813K +$60.9K +1,521 +8%
TB
288
Treynor Bancshares
Iowa
$813K -$163K -4,075 -17%
VWA
289
Visionary Wealth Advisors
Illinois
$809K -$43.1K -1,077 -5%
FMC
290
First Merchants Corp
Indiana
$807K -$481K -11,996 -37%
CAM
291
Carret Asset Management
New York
$806K -$1.36K -34 -0.2%
FA
292
FDx Advisors
Illinois
$799K +$423K +10,563 +113%
FW
293
Fairway Wealth
Ohio
$788K +$788K +19,680 New
CW
294
CreativeOne Wealth
Kansas
$786K +$515K +12,864 +190%
CAC
295
Core Alternative Capital
Georgia
$784K -$2.28M -57,029 -74%
VWM
296
Venturi Wealth Management
Texas
$770K +$98.6K +2,461 +15%
Simplex Trading
297
Simplex Trading
Illinois
$768K +$768K +19,178 New
MC
298
Martin & Co
Tennessee
$767K -$37K -924 -5%
WIC
299
Woodmont Investment Counsel
Tennessee
$764K -$670K -16,730 -47%
FFS
300
Founders Financial Securities
Maryland
$763K +$401 +10 +0.1%
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