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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
Creative Planning
Kansas
$423M
2
Millennium Management
Millennium Management
New York
$41.7M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.5M
4
CCM
Cullen Capital Management
New York
$26.6M
5
QIM
Quantitative Investment Management
Virginia
$21.4M

Top Sellers

1
EWA
EP Wealth Advisors
California
$1.68M
2
Bank of America
Bank of America
North Carolina
$369M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$11M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.9M
5
BlackRock
BlackRock
New York
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
401
Regions Financial Corp
Alabama
$241K – – –
GWSG
402
GPS Wealth Strategies Group
Colorado
$240K -$87.4K -2,318 -27%
TCM
403
Triumph Capital Management
Colorado
$239K +$8.14K +216 +4%
CB
404
Commerce Bank
Missouri
$239K -$7.46K -198 -3%
PIMG
405
Patriot Investment Management Group
Tennessee
$238K +$238K +6,314 New
WAP
406
Wealthcare Advisory Partners
Pennsylvania
$232K +$11.4K +302 +5%
SC
407
Savant Capital
Illinois
$232K +$13.9K +370 +6%
BCMO
408
Buckingham Capital Management (Ohio)
Ohio
$231K +$8.67K +230 +4%
GFS
409
GYL Financial Synergies
Connecticut
$230K +$5.24K +139 +2%
WS
410
Wedbush Securities
California
$229K -$208K -5,518 -48%
IAN
411
Integrated Advisors Network
Texas
$229K -$219K -5,811 -49%
Cerity Partners
412
Cerity Partners
New York
$226K +$139K +3,687 +159%
BC
413
Barrett & Company
Rhode Island
$224K – – –
GWP
414
Gateway Wealth Partners
Wisconsin
$221K -$9.27K -246 -4%
Betterment LLC
415
Betterment LLC
New York
$220K -$45.9K -1,216 -17%
Renaissance Technologies
416
Renaissance Technologies
New York
$219K -$604K -16,000 -73%
PWW
417
Pettyjohn Wood & White
Virginia
$219K +$10.1K +269 +5%
BOM
418
Bank of Marin
California
$218K +$218K +5,771 New
KPWS
419
Kestra Private Wealth Services
Texas
$211K +$211K +5,592 New
DIP
420
DT Investment Partners
Pennsylvania
$208K -$648 -17 -0.3%
AIP
421
Almanack Investment Partners
Pennsylvania
$208K +$867 +23 +0.4%
CAPTRUST Financial Advisors
422
CAPTRUST Financial Advisors
North Carolina
$207K +$3.88K +103 +2%
LOIP
423
Live Oak Investment Partners
Texas
$205K -$205K – –
SIM
424
Seaview Investment Managers
Florida
$205K -$49.5K -1,314 -19%
TA
425
TFB Advisors
Kansas
$205K +$205K +5,436 New
15 16
17
18 19