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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 %
CWM
376
Comprehensive Wealth Management
Washington
$467K -$28.3K -707 -6%
PPP
377
Private Portfolio Partners
New Jersey
$466K -$761 -19 -0.2%
DADC
378
D.A. Davidson & Co
Montana
$459K +$2.36K +59 +0.5%
CRC
379
Curi RMB Capital
Illinois
$448K +$448K +11,173 New
FMWA
380
Forvis Mazars Wealth Advisors
Missouri
$447K -$51.3K -1,280 -10%
FWCM
381
Ferguson Wellman Capital Management
Oregon
$446K -$134K -3,350 -23%
MMG
382
Monetary Management Group
Missouri
$445K – – –
CRWM
383
Castle Rock Wealth Management
California
$445K -$292K -7,454 -40%
CWM
384
Cranbrook Wealth Management
Michigan
$443K -$2.4K -60 -0.5%
HH
385
Hilltop Holdings
Texas
$442K +$442K +11,043 New
RC
386
Rovin Capital
Arizona
$435K -$3.97K -99 -0.9%
CCA
387
Conservest Capital Advisors
Pennsylvania
$433K +$2.72K +68 +0.6%
TWA
388
Talisman Wealth Advisors
New Jersey
$423K +$77.3K +1,930 +22%
SAW
389
Signal Advisors Wealth
Michigan
$420K +$420K +10,489 New
HGERS
390
Householder Group Estate & Retirement Specialist
Arizona
$420K +$21.2K +530 +5%
PAG
391
Private Advisory Group
Washington
$420K -$105K -2,631 -20%
Thrivent Financial for Lutherans
392
Thrivent Financial for Lutherans
Minnesota
$417K -$2.37K -59 -0.6%
WT
393
Whittier Trust
California
$414K -$381K -9,501 -48%
WWM
394
Waterway Wealth Management
Texas
$407K +$407K +10,157 New
FPGK
395
Financial Partners Group (Kansas)
Kansas
$402K +$36K +898 +10%
ANTB
396
AMG National Trust Bank
Colorado
$401K +$84.4K +2,106 +27%
SCA
397
Snowden Capital Advisors
New York
$400K +$400K +9,976 New
SPC
398
Sigma Planning Corp
Michigan
$399K -$243K -6,058 -38%
PAM
399
Palisade Asset Management
Minnesota
$399K +$399K +9,950 New
OFS
400
Orrstown Financial Services
Pennsylvania
$394K +$394K +9,844 New
14 15
16
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