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

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$705K
2
LPL Financial
2
LPL Financial
California
$157M
3
Bank of America
3
Bank of America
North Carolina
$749M
4
Prudential Financial
4
Prudential Financial
New Jersey
$281K
5
Truist Financial
5
Truist Financial
North Carolina
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
301
Realta Investment Advisors
Delaware
$539K -$25.8K -698 -5%
BFEC
302
Benjamin F. Edwards & Company
Missouri
$533K +$154K +4,173 +41%
DWM
303
Darwin Wealth Management
Florida
$530K -$12.3K -312 -2%
AC
304
Abbrea Capital
California
$515K -$179K -4,845 -26%
SAM
305
Sequent Asset Management
Texas
$514K – – –
KWM
306
Keebeck Wealth Management
Illinois
$509K -$119K -3,233 -19%
ORC
307
O'Rourke & Company
Massachusetts
$504K +$504K +13,644 New
EWA
308
EP Wealth Advisors
California
$495K +$495K +13,404 New
Renaissance Technologies
309
Renaissance Technologies
New York
$495K -$1.27M -34,500 -72%
FUBT
310
First United Bank & Trust
Maryland
$495K -$54.7K -1,482 -10%
LWM
311
Laidlaw Wealth Management
New York
$492K +$141K +3,825 +40%
APWA
312
Atlas Private Wealth Advisors
New Jersey
$489K -$60.4K -1,635 -11%
IA
313
IFP Advisors
Florida
$484K -$3.63M -112,107 -88%
CF
314
Centaurus Financial
California
$479K -$658K -17,815 -58%
TYCC
315
Texas Yale Capital Corp
Florida
$476K – – –
WPP
316
Whalerock Point Partners
Rhode Island
$473K – – –
JCM
317
Jacobi Capital Management
Pennsylvania
$469K +$19.9K +540 +4%
MAM
318
MMA Asset Management
Pennsylvania
$457K -$373K -10,100 -45%
VWM
319
Venturi Wealth Management
Texas
$449K -$215K -5,830 -32%
CWP
320
Concord Wealth Partners
Virginia
$445K +$445K +12,053 New
RWA
321
Roberts Wealth Advisors
California
$444K +$149K +4,023 +51%
WAS
322
Wealth Advisory Solutions
Indiana
$442K -$54.3K -1,471 -11%
DADC
323
D.A. Davidson & Co
Montana
$441K +$3.84K +104 +0.9%
N
324
Natixis
France
$438K +$438K +11,864 New
HR
325
Hardy Reed
Mississippi
$434K +$16.3K +441 +4%
11 12
13
14 15