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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 %
SC
351
Solstein Capital
California
$380K – – –
SW
352
SVB Wealth
Massachusetts
$378K +$5.01K +133 +1%
MMG
353
Monetary Management Group
Missouri
$374K – – –
Bank of New York Mellon
354
Bank of New York Mellon
New York
$370K -$69.5K -1,844 -16%
AF
355
Apexium Financial
Texas
$364K +$2.15K +57 +0.6%
WT
356
Whittier Trust
California
$363K +$2.49K +66 +0.7%
MAM
357
MMA Asset Management
Pennsylvania
$361K -$16.1K -428 -4%
TI
358
tru Independence
Oregon
$353K -$5.31K -141 -1%
CG
359
CFO4Life Group
Texas
$353K -$38.3K -1,017 -10%
NL
360
NWAM LLC
Washington
$352K +$23.9K +633 +7%
PA
361
PFG Advisors
Arizona
$351K -$147K -3,897 -29%
IAM
362
Innovis Asset Management
Illinois
$351K -$4.98K -132 -1%
PT
363
Plimoth Trust
Massachusetts
$347K -$13K -346 -4%
MCM
364
MAI Capital Management
Ohio
$344K +$17.4K +461 +5%
FHA
365
First Horizon Advisors
Tennessee
$343K -$942 -25 -0.3%
EDRIA
366
Edmonds Duncan Registered Investment Advisors
Kansas
$342K +$38.4K +1,018 +13%
FFS
367
Founders Financial Securities
Maryland
$341K +$23.5K +623 +7%
CWM
368
Chesapeake Wealth Management
Virginia
$338K +$30.3K +803 +10%
FHB
369
First Hawaiian Bank
Hawaii
$333K -$19.1K -506 -5%
HI
370
Horizon Investments
North Carolina
$330K +$15.2K +404 +5%
ARG
371
Advisory Resource Group
Oklahoma
$324K -$224K -5,955 -41%
CI
372
Conning Inc
Connecticut
$320K – – –
LC
373
Lavaca Capital
Texas
$320K +$10.6K +281 +3%
FNBOH
374
First National Bank of Hutchinson
Kansas
$316K -$4.18K -111 -1%
AWA
375
Alta Wealth Advisors
Massachusetts
$314K +$22.8K +604 +8%
13 14
15
16 17