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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 %
BWM
326
Birchcreek Wealth Management
Ohio
$436K +$129K +3,413 +42%
RIA
327
Realta Investment Advisors
Delaware
$433K -$121K -3,201 -22%
AGM
328
Alpine Global Management
New York
$433K +$433K +11,477 New
ACP
329
Aveo Capital Partners
Colorado
$431K -$106K -2,807 -20%
WAS
330
Wealth Advisory Solutions
Indiana
$431K +$13.6K +362 +3%
CA
331
CoreCap Advisors
Michigan
$431K +$431K +11,424 New
Prudential Financial
332
Prudential Financial
New Jersey
$430K -$35.5K -942 -8%
KHLMVGHM
333
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$428K – – –
CAMV
334
Concord Asset Management (Virginia)
Virginia
$424K +$173K +4,597 +69%
KF
335
Krilogy Financial
Missouri
$420K +$19.8K +526 +5%
VPP
336
Vertex Planning Partners
Illinois
$419K +$28.8K +765 +7%
CWM
337
Cranbrook Wealth Management
Michigan
$419K -$22.2K -590 -5%
IW
338
Imprint Wealth
South Carolina
$419K +$47.5K +1,274 +13%
CS
339
Comerica Securities
Michigan
$410K +$603 +16 +0.1%
PFP
340
Pinnacle Financial Partners
Tennessee
$410K +$47.5K +1,261 +13%
AWE
341
Avidian Wealth Enterprises
Texas
$409K -$2.6M -68,943 -86%
MPCL
342
My Personal CFO LLC
Washington
$407K +$407K +10,798 New
RWA
343
Roberts Wealth Advisors
California
$403K -$32.3K -857 -7%
CCA
344
Conservest Capital Advisors
Pennsylvania
$401K +$3.96K +105 +1%
DADC
345
D.A. Davidson & Co
Montana
$399K +$62.5K +1,659 +19%
FPGK
346
Financial Partners Group (Kansas)
Kansas
$394K +$9.42K +254 +2%
Thrivent Financial for Lutherans
347
Thrivent Financial for Lutherans
Minnesota
$392K -$569K -15,191 -59%
RC
348
Roundview Capital
New Jersey
$388K +$151 +4 +0%
RC
349
Rovin Capital
Arizona
$386K +$22K +583 +6%
C
350
CEDRUS
Colorado
$382K -$200K -5,308 -34%
12 13
14
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