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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 %
TC
326
Telemus Capital
Michigan
$666K +$666K +16,635 New
AWAP
327
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$660K +$17.3K +431 +3%
Prudential Financial
328
Prudential Financial
New Jersey
$660K +$195K +4,873 +42%
PS
329
Principal Securities
Iowa
$657K +$657K +16,408 New
CTC
330
Central Trust Company
Missouri
$657K -$128K -3,188 -16%
CAL
331
Capital Advisors Ltd
Ohio
$653K -$128K -3,195 -16%
CI
332
Clal Insurance
Israel
$641K – – –
TFA
333
Teamwork Financial Advisors
Texas
$634K +$634K +15,832 New
IPW
334
Intergy Private Wealth
Colorado
$632K -$526K -13,128 -45%
TIAA Trust, National Association
335
TIAA Trust, National Association
North Carolina
$631K -$310K -7,731 -33%
CIA
336
Concurrent Investment Advisors
Florida
$623K +$623K +15,557 New
BRWA
337
B. Riley Wealth Advisors
Florida
$622K -$84.3K -2,105 -12%
CFO
338
Colony Family Offices
North Carolina
$621K +$621K +15,507 New
CG
339
Cutler Group
California
$616K +$616K +15,400 New
SR
340
Syntax Research
Florida
$603K -$1.32M -32,998 -69%
ORC
341
O'Rourke & Company
Massachusetts
$602K +$40.7K +1,017 +7%
BCWM
342
Bartlett & Co Wealth Management
Ohio
$600K -$864K -21,340 -59%
BC
343
Bartlett & Co
Ohio
$600K -$864K -21,340 -59%
FPAS
344
Focus Partners Advisor Solutions
Missouri
$598K +$56.5K +1,410 +10%
FT
345
Fiduciary Trust
Massachusetts
$591K -$132K -3,285 -18%
MCM
346
MAI Capital Management
Ohio
$590K +$52.9K +1,321 +10%
GJIA
347
Glass Jacobson Investment Advisors
Maryland
$575K – – –
CW
348
Cooksen Wealth
Texas
$574K +$574K +14,337 New
BCM
349
Brookstone Capital Management
Illinois
$572K +$37.7K +942 +7%
PFP
350
Pinnacle Financial Partners
Tennessee
$560K -$17.3K -431 -3%
12 13
14
15 16