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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 %
PAG
376
Private Advisor Group
New Jersey
$315K -$75.9K -59,544 -19%
CI
377
Conning Inc
Connecticut
$314K – – –
FNBOH
378
First National Bank of Hutchinson
Kansas
$313K -$9.71K -263 -3%
SC
379
Solstein Capital
California
$310K -$63.4K -1,716 -17%
LWANC
380
Laurel Wealth Advisors (North Carolina)
North Carolina
$309K +$35K +949 +13%
LC
381
Lavaca Capital
Texas
$303K +$303K +8,216 New
TI
382
Truepoint Inc
Ohio
$302K +$302K +8,175 New
EDRIA
383
Edmonds Duncan Registered Investment Advisors
Kansas
$298K +$5.58K +151 +2%
PFP
384
Pinnacle Financial Partners
Tennessee
$294K +$84K +2,275 +40%
PWM
385
Perigon Wealth Management
California
$294K +$294K +7,954 New
LWAC
386
Laurel Wealth Advisors (California)
California
$292K +$56.1K +1,517 +24%
ST
387
Spinnaker Trust
Maine
$289K -$2.95K -80 -1%
Prudential Financial
388
Prudential Financial
New Jersey
$281K -$36.5M -988,727 -99%
UB
389
UMB Bank
Missouri
$276K +$60.7K +1,645 +28%
CS
390
Comerica Securities
Michigan
$273K -$97K -2,627 -26%
CGA
391
Crescent Grove Advisors
Illinois
$272K -$147K -3,992 -35%
AIA
392
Avalon Investment & Advisory
Texas
$272K +$272K +7,376 New
Walleye Trading
393
Walleye Trading
New York
$271K +$6.02K +163 +2%
BWM
394
Baron Wealth Management
Michigan
$266K +$266K +7,207 New
CWM
395
Chesapeake Wealth Management
Virginia
$266K +$13.2K +357 +5%
Bank Julius Baer & Co
396
Bank Julius Baer & Co
Switzerland
$266K +$4.18K +113 +2%
MPCL
397
My Personal CFO LLC
Washington
$263K +$263K +2,634 New
SWM
398
Stockman Wealth Management
Montana
$261K +$261K +7,073 New
RJT
399
Raymond James Trust
Florida
$261K -$10.1K -275 -4%
CAPTRUST Financial Advisors
400
CAPTRUST Financial Advisors
North Carolina
$261K -$119K -3,222 -31%
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16
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