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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
9.89%
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
+$215M
3
Creative Planning
Creative Planning
Kansas
+$191M
4
CCWM
Cassaday & Co Wealth Management
Virginia
+$93.7M
5
Bank of America
Bank of America
North Carolina
+$48.9M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$1.69B
2
FHA
Flagship Harbor Advisors
Massachusetts
-$16.5M
3
Bessemer Group
Bessemer Group
New Jersey
-$10.8M
4
GB
Gunma Bank
Japan
-$7.84M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$7.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
351
Huntington National Bank
Ohio
$557K -$415K – –
Envestnet Portfolio Solutions
352
Envestnet Portfolio Solutions
Illinois
$557K +$71.7K +1,790 +15%
AC
353
Abbrea Capital
California
$555K -$60.2K -1,501 -10%
HCC
354
Hirtle Callaghan & Co
Pennsylvania
$553K +$266K +6,630 +92%
BF
355
BOK Financial
Oklahoma
$552K -$200K -5,000 -27%
FUBT
356
First United Bank & Trust
Maryland
$551K -$47.5K -1,185 -8%
SW
357
Signify Wealth
Missouri
$549K +$246K +6,132 +81%
GSEP
358
Golden State Equity Partners
California
$544K +$35.4K +884 +7%
AFG
359
Atomi Financial Group
New York
$539K +$539K +13,447 New
IAN
360
Integrated Advisors Network
Texas
$535K +$128K +3,204 +32%
MCM
361
MontVue Capital Management
Virginia
$534K +$534K +13,340 New
Tudor Investment Corp
362
Tudor Investment Corp
Connecticut
$526K +$526K +13,140 New
SAG
363
SageView Advisory Group
California
$522K -$1.2M -31,318 -70%
TYCC
364
Texas Yale Capital Corp
Florida
$516K – – –
AWM
365
Atticus Wealth Management
Florida
$515K -$228K -5,680 -31%
OAM
366
Oppenheimer Asset Management
New York
$511K +$511K +12,757 New
WAM
367
Weinberger Asset Management
California
$503K -$529K -13,213 -51%
BB
368
Burford Brothers
Texas
$498K +$498K +12,426 New
AWM
369
Avitas Wealth Management
California
$493K +$209K +5,220 +74%
H
370
HoyleCohen
California
$492K +$57.4K +1,434 +13%
N
371
Natixis
France
$487K +$11.5K +287 +2%
WAS
372
Wealth Advisory Solutions
Indiana
$486K -$478K -11,923 -50%
DLCIG
373
D.L. Carlson Investment Group
New Hampshire
$479K +$479K +12,354 New
SIA
374
Soltis Investment Advisors
Utah
$473K +$473K +11,804 New
UAS
375
United Asset Strategies
New York
$468K +$98.8K +2,465 +27%
13 14
15
16 17