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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 %
SPIA
301
Steward Partners Investment Advisory
New York
$761K -$52.9K -1,321 -7%
IFAM
302
Institutional & Family Asset Management
Colorado
$761K -$1.96K -49 -0.3%
FNT
303
First National Trust
Pennsylvania
$757K -$22.5K -562 -3%
WTG
304
West Tower Group
Virginia
$756K +$706K +17,612 +1,386%
LSPW
305
Lake Street Private Wealth
Illinois
$756K -$240K -6,003 -24%
HI
306
Horizon Investments
North Carolina
$748K -$1.68K -42 -0.2%
SMWM
307
Silvia McColl Wealth Management
California
$740K +$10.7K +267 +1%
DLHL
308
Donald L. Hagan LLC
Florida
$740K +$740K +18,465 New
SSWM
309
Sheets Smith Wealth Management
North Carolina
$733K -$59.6K -1,487 -8%
DI
310
DFPG Investments
Utah
$733K +$500K +12,665 +215%
LWM
311
LongView Wealth Management
Georgia
$724K +$724K +18,312 New
WCFA
312
Walkner Condon Financial Advisors
Wisconsin
$724K -$324K -8,090 -31%
JCM
313
Jacobi Capital Management
Pennsylvania
$719K +$130K +3,235 +22%
BCP
314
Blue Chip Partners
Michigan
$713K +$7.21K +180 +1%
PFT
315
Providence First Trust
Arizona
$713K +$20K +500 +3%
Jane Street
316
Jane Street
New York
$703K -$7.3M -182,135 -91%
UFAC
317
Urban Financial Advisory Corp
Illinois
$699K +$699K +17,450 New
FG
318
Fiduciary Group
Georgia
$699K +$436K +10,878 +166%
IF
319
Intrua Financial
Texas
$694K -$3.36M -83,794 -83%
JWCA
320
J.W. Cole Advisors
Florida
$687K +$687K +17,141 New
SWP
321
Stratos Wealth Partners
Ohio
$686K -$240K -6,003 -26%
HIM
322
Harbour Investment Management
Washington
$685K – – –
MAS
323
Meeder Advisory Services
Ohio
$678K -$2.32K -58 -0.3%
BWM
324
Birchcreek Wealth Management
Ohio
$676K +$19.5K +488 +3%
HVIA
325
Hudson Valley Investment Advisors
New York
$675K +$69.2K +1,737 +11%
11 12
13
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