XLRE icon

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 %
SWM
376
Stockman Wealth Management
Montana
$314K -$1.89K -50 -0.6%
ANTB
377
AMG National Trust Bank
Colorado
$312K -$6.26K -166 -2%
GFA
378
Gallagher Fiduciary Advisors
Illinois
$309K -$7.8K -207 -2%
MBTD
379
Mechanics Bank - Trust Department
California
$296K -$58.5K -1,553 -17%
ST
380
Spinnaker Trust
Maine
$295K – – –
WTG
381
West Tower Group
Virginia
$290K +$290K +7,687 New
LWANC
382
Laurel Wealth Advisors (North Carolina)
North Carolina
$289K -$15.2K -402 -5%
ATPW
383
Ashton Thomas Private Wealth
Arizona
$280K -$196K -5,200 -41%
CGA
384
Crescent Grove Advisors
Illinois
$278K – – –
HCC
385
Hirtle Callaghan & Co
Pennsylvania
$270K – – –
GVAG
386
Great Valley Advisor Group
Delaware
$269K -$21.8K -577 -7%
TWA
387
Talisman Wealth Advisors
New Jersey
$269K +$269K +7,136 New
CWM
388
Castle Wealth Management
Florida
$268K -$208K -5,531 -44%
RJT
389
Raymond James Trust
Florida
$266K – – –
LRWA
390
Long Run Wealth Advisors
New York
$263K -$1.04M -27,555 -80%
BWM
391
Baron Wealth Management
Michigan
$263K -$10.1K -268 -4%
USCWA
392
U.S. Capital Wealth Advisors
Texas
$262K +$262K +6,960 New
SBIA
393
Sheaff Brock Investment Advisors
Indiana
$262K +$75 +2 +0%
VWM
394
Venturi Wealth Management
Texas
$259K -$331K -8,785 -56%
AG
395
Appleton Group
Wisconsin
$258K +$28.8K +764 +13%
UCFA
396
United Capital Financial Advisors
Texas
$248K -$178K -4,711 -42%
SC
397
Sierra Capital
Florida
$247K +$2.42K +64 +1%
BFG
398
Bleakley Financial Group
New Jersey
$243K +$243K +6,443 New
SS
399
Simplicity Solutions
Minnesota
$243K +$243K +6,443 New
HCM
400
Hollencrest Capital Management
California
$242K – – –
14 15
16
17 18