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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

611 hedge funds and large institutions have $3.27B invested in Real Estate Select Sector SPDR Fund in 2022 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 222 increasing their positions, 186 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+28
Holders Change %
+4.8%
% of All Funds
9.86%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
113
Increased
222
Reduced
186
Closed
69
Calls
$46.6M
Puts
$50.3M
Net Calls
-$3.71M
Net Calls Change
+$25.7M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$106M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$108M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$105M
4
WWA
4
WCG Wealth Advisors
Nevada
$35.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$212M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$705K
2
LPL Financial
2
LPL Financial
California
$157M
3
Bank of America
3
Bank of America
North Carolina
$749M
4
Prudential Financial
4
Prudential Financial
New Jersey
$281K
5
Truist Financial
5
Truist Financial
North Carolina
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
351
First Foundation Advisors
California
$373K +$111 +3 +0%
BOTW
352
Bank of the West
California
$370K +$64.3K +1,740 +21%
PA
353
Procyon Advisors
Connecticut
$367K +$367K +9,935 New
FFS
354
Founders Financial Securities
Maryland
$364K +$84.5K +2,289 +30%
PT
355
Plimoth Trust
Massachusetts
$363K +$61K +1,655 +20%
FHB
356
First Hawaiian Bank
Hawaii
$360K -$533K -14,418 -60%
BWM
357
BCS Wealth Management
Tennessee
$360K +$360K +9,739 New
SOADOR
358
State of Alaska Department of Revenue
Alaska
$357K +$41.5K +1,124 +13%
HI
359
Horizon Investments
North Carolina
$356K +$82.6K +2,239 +30%
MCM
360
MAI Capital Management
Ohio
$353K +$353K +9,560 New
WHCI
361
W.H. Cornerstone Investments
Massachusetts
$344K -$45.2K -1,142 -12%
Wealth Enhancement Advisory Services
362
Wealth Enhancement Advisory Services
Minnesota
$343K +$7.14K +179 +2%
MMG
363
Monetary Management Group
Missouri
$340K – – –
KAH
364
Kathryn A. Hall
$337K -$5.02K -136 -1%
FHA
365
First Horizon Advisors
Tennessee
$337K – – –
AF
366
Apexium Financial
Texas
$337K +$76.3K +2,065 +29%
JWCA
367
J.W. Cole Advisors
Florida
$333K -$152K -4,104 -31%
IAM
368
Innovis Asset Management
Illinois
$331K +$331K +8,959 New
HVIA
369
Hudson Valley Investment Advisors
New York
$329K +$51.2K +1,387 +18%
ANTB
370
AMG National Trust Bank
Colorado
$328K -$111K -3,004 -25%
GIA
371
Gladstone Institutional Advisory
Florida
$328K -$1.06M -28,577 -76%
F
372
F3Logic
Minnesota
$326K -$44.9K -1,216 -12%
GBS
373
Gallagher Benefit Services
Illinois
$326K +$326K +8,815 New
TC
374
Telemus Capital
Michigan
$319K +$319K +8,417 New
AMC
375
Asset Management Corp
Illinois
$315K -$2.29K -62 -0.7%
13 14
15
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