XLRE icon

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
1
Creative Planning
Kansas
$423M
2
Millennium Management
2
Millennium Management
New York
$41.7M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.5M
4
CCM
4
Cullen Capital Management
New York
$26.6M
5
QIM
5
Quantitative Investment Management
Virginia
$21.4M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.68M
2
Bank of America
2
Bank of America
North Carolina
$369M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$11M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.9M
5
BlackRock
5
BlackRock
New York
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
301
Lincoln National Corp
Pennsylvania
$529K -$564K -14,951 -52%
FUBT
302
First United Bank & Trust
Maryland
$525K +$22K +583 +4%
WEG
303
World Equity Group
Illinois
$522K -$285K -7,567 -35%
HVIA
304
Hudson Valley Investment Advisors
New York
$522K +$101K +2,690 +24%
LWM
305
Laidlaw Wealth Management
New York
$515K -$101K -2,686 -16%
CRI
306
Colonial River Investments
Virginia
$514K -$53.2K -1,412 -9%
KWM
307
Keebeck Wealth Management
Illinois
$513K -$4.52K -120 -0.9%
Walleye Trading
308
Walleye Trading
New York
$513K +$513K +13,603 New
HNB
309
Huntington National Bank
Ohio
$510K -$540K – –
PFT
310
Providence First Trust
Arizona
$509K +$509K +13,503 New
BWM
311
BCS Wealth Management
Tennessee
$503K +$52.4K +1,391 +12%
FPAS
312
Focus Partners Advisor Solutions
Missouri
$500K -$1.73M -45,866 -78%
FMWA
313
Forvis Mazars Wealth Advisors
Missouri
$494K -$119K -3,151 -19%
TYCC
314
Texas Yale Capital Corp
Florida
$486K – – –
WPP
315
Whalerock Point Partners
Rhode Island
$484K +$1.32K +35 +0.3%
H
316
HoyleCohen
California
$473K +$48.9K +1,298 +12%
VWA
317
Visionary Wealth Advisors
Illinois
$471K -$479K -12,710 -50%
GSEP
318
Golden State Equity Partners
California
$465K +$86.2K +2,288 +23%
AWM
319
Avitas Wealth Management
California
$454K +$4.67K +124 +1%
N
320
Natixis
France
$447K – – –
HR
321
Hardy Reed
Mississippi
$444K -$4.3K -114 -1%
BCM
322
Brookstone Capital Management
Illinois
$443K +$188K +4,980 +74%
NCM
323
Novare Capital Management
North Carolina
$442K -$10.7K -285 -2%
Bank of Montreal
324
Bank of Montreal
Ontario, Canada
$442K -$4.02M -106,563 -90%
CWM
325
Comprehensive Wealth Management
Washington
$441K +$42K +1,115 +11%
11 12
13
14 15