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Real Estate Select Sector SPDR Fund

583 hedge funds and large institutions have $3B invested in Real Estate Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 217 increasing their positions, 208 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
-28
Holders Change %
-4.58%
% of All Funds
9.33%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
64
Increased
217
Reduced
208
Closed
76
Calls
$14.8M
Puts
$30M
Net Calls
-$15.2M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
376
Birchcreek Wealth Management
Ohio
$305K +$305K +8,146 New
LWANC
377
Laurel Wealth Advisors (North Carolina)
North Carolina
$302K -$10.4K -277 -3%
EDRIA
378
Edmonds Duncan Registered Investment Advisors
Kansas
$302K
BAM
379
Belpointe Asset Management
Nevada
$301K +$137K +3,672 +84%
HGERS
380
Householder Group Estate & Retirement Specialist
Arizona
$300K +$300K +8,034 New
PFGIA
381
Patriot Financial Group Insurance Agency
Massachusetts
$294K +$294K +7,872 New
ST
382
Spinnaker Trust
Maine
$293K
AWA
383
Alta Wealth Advisors
Massachusetts
$289K +$61.3K +1,641 +27%
GVAG
384
Great Valley Advisor Group
Delaware
$288K -$363K -9,729 -56%
Barclays
385
Barclays
United Kingdom
$278K -$151K -4,018 -35%
CGA
386
Crescent Grove Advisors
Illinois
$276K
BWM
387
Baron Wealth Management
Michigan
$271K +$1.23K +33 +0.5%
Bank Julius Baer & Co
388
Bank Julius Baer & Co
Switzerland
$269K
HCC
389
Hirtle Callaghan & Co
Pennsylvania
$268K +$16.4K +440 +7%
RJT
390
Raymond James Trust
Florida
$265K
Betterment LLC
391
Betterment LLC
New York
$263K +$41.2K +1,104 +19%
SBIA
392
Sheaff Brock Investment Advisors
Indiana
$259K -$299 -8 -0.1%
BFG
393
Barber Financial Group
Kansas
$255K
SIM
394
Seaview Investment Managers
Florida
$252K +$2.92K +78 +1%
BCM
395
Brookstone Capital Management
Illinois
$252K +$252K +6,739 New
PWM
396
Perigon Wealth Management
California
$251K -$46.1K -1,232 -15%
CAMV
397
Concord Asset Management (Virginia)
Virginia
$248K +$248K +6,647 New
CFB
398
Cullen/Frost Bankers
Texas
$245K +$10.6K +283 +5%
CB
399
Commerce Bank
Missouri
$245K +$40.5K +1,083 +20%
SC
400
Sierra Capital
Florida
$242K +$1.76K +47 +0.7%