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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
9.9%
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
$404M
3
Creative Planning
Creative Planning
Kansas
$797M
4
CCWM
Cassaday & Co Wealth Management
Virginia
$106M
5
Bank of America
Bank of America
North Carolina
$414M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.58M
2
FHA
Flagship Harbor Advisors
Massachusetts
$1.44M
3
Bessemer Group
Bessemer Group
New Jersey
$3K
4
GB
Gunma Bank
Japan
$0
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
401
First Horizon Advisors
Tennessee
$394K +$8.01K +200 +2%
Wolverine Trading
402
Wolverine Trading
Illinois
$393K +$393K +9,816 New
SSA
403
Sierra Summit Advisors
Nevada
$389K +$389K +9,720 New
GT
404
Glenmede Trust
Pennsylvania
$389K +$6.69K +167 +2%
HR
405
Hardy Reed
Mississippi
$389K -$64.2K -1,603 -14%
CC
406
Centiva Capital
New York
$374K +$374K +9,340 New
CWM
407
Chesapeake Wealth Management
Virginia
$373K +$160 +4 +0%
AF
408
Apexium Financial
Texas
$373K -$76.5K -1,909 -17%
ARG
409
Advisory Resource Group
Oklahoma
$373K +$11.7K +293 +3%
EDRIA
410
Edmonds Duncan Registered Investment Advisors
Kansas
$372K +$7.85K +196 +2%
CWP
411
Concord Wealth Partners
Virginia
$372K -$265K -6,606 -42%
WAS
412
WESPAC Advisors SoCal
California
$371K +$371K +9,249 New
FIM
413
Freedom Investment Management
Connecticut
$368K +$14.2K +354 +4%
SA
414
Strategic Advocates
Utah
$368K -$542K -13,529 -60%
SW
415
SVB Wealth
Massachusetts
$368K -$38.2K -954 -9%
PT
416
Plimoth Trust
Massachusetts
$367K +$13.8K +344 +4%
OIS
417
Okabena Investment Services
Minnesota
$365K +$365K +9,116 New
USCWA
418
U.S. Capital Wealth Advisors
Texas
$364K +$36.1K +901 +11%
GFA
419
Gallagher Fiduciary Advisors
Illinois
$364K -$3.93K -98 -1%
RPCONE
420
Retirement Planning Company of New England
Rhode Island
$362K +$362K +9,044 New
SLC
421
Second Line Capital
Louisiana
$359K +$359K +8,969 New
FLPIM
422
F.L. Putnam Investment Management
Massachusetts
$357K -$29.5K -736 -8%
FHB
423
First Hawaiian Bank
Hawaii
$355K +$681 +17 +0.2%
Qube Research & Technologies (QRT)
424
Qube Research & Technologies (QRT)
United Kingdom
$354K -$6.33M -158,035 -95%
ACM
425
AlphaStar Capital Management
North Carolina
$353K +$353K +8,820 New
15 16
17
18 19