XLRE icon

Real Estate Select Sector SPDR Fund

583 hedge funds and large institutions have $3B invested in Real Estate Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 217 increasing their positions, 208 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
-28
Holders Change %
-4.58%
% of All Funds
9.33%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
64
Increased
217
Reduced
208
Closed
76
Calls
$14.8M
Puts
$30M
Net Calls
-$15.2M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
301
Sequent Asset Management
Texas
$520K
Prudential Financial
302
Prudential Financial
New Jersey
$514K +$198K +4,749 +62%
KWM
303
Keebeck Wealth Management
Illinois
$513K -$2.51K -67 -0.5%
FUBT
304
First United Bank & Trust
Maryland
$499K -$1.91K -51 -0.4%
PA
305
PFG Advisors
Arizona
$494K -$489K -13,090 -50%
FFWA
306
FRG Family Wealth Advisors
Washington
$492K -$82.2K -2,200 -14%
CWP
307
Concord Wealth Partners
Virginia
$485K +$34.8K +932 +8%
CWM
308
Collaborative Wealth Management
Florida
$482K -$122K -3,269 -20%
TYCC
309
Texas Yale Capital Corp
Florida
$482K
WPP
310
Whalerock Point Partners
Rhode Island
$478K
ATPW
311
Ashton Thomas Private Wealth
Arizona
$472K -$185K -4,957 -28%
CWM
312
Castle Wealth Management
Florida
$472K -$672K -17,987 -59%
DC
313
Davenport & Co
Virginia
$450K +$33.2K +887 +8%
NCM
314
Novare Capital Management
North Carolina
$449K -$274K -7,338 -38%
BWM
315
BCS Wealth Management
Tennessee
$447K +$82.8K +2,213 +23%
AWM
316
Avitas Wealth Management
California
$446K +$14.5K +389 +3%
HR
317
Hardy Reed
Mississippi
$445K +$5.94K +159 +1%
IAN
318
Integrated Advisors Network
Texas
$444K -$319K -8,540 -42%
N
319
Natixis
France
$443K
QT
320
Quantbot Technologies
New York
$439K +$439K +11,745 New
CWM
321
Cranbrook Wealth Management
Michigan
$437K +$16.1K +431 +4%
Bank of New York Mellon
322
Bank of New York Mellon
New York
$436K -$201K -5,372 -32%
WS
323
Wedbush Securities
California
$434K -$3.64M -97,244 -89%
RWA
324
Roberts Wealth Advisors
California
$428K -$15.3K -414 -3%
APWA
325
Atlas Private Wealth Advisors
New Jersey
$425K -$70.5K -1,885 -14%