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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 %
SW
426
SMART Wealth
Nebraska
$204K +$204K +5,420 New
KFGK
427
Keystone Financial Group (Kentucky)
Kentucky
$203K +$203K +5,391 New
VA
428
Valmark Advisers
Ohio
$203K +$203K +5,383 New
RPCONE
429
Retirement Planning Company of New England
Rhode Island
$203K +$203K +5,378 New
MAS
430
Madden Advisory Services
Florida
$202K – – –
IA
431
IFP Advisors
Florida
$200K -$71.3K -1,892 -26%
CL
432
CSS LLC
Illinois
$196K +$196K +5,200 New
IBOK
433
Independence Bank of Kentucky
Kentucky
$177K -$4.71K -125 -3%
BSB
434
Bangor Savings Bank
Maine
$168K -$28.5K -756 -15%
CIAS
435
Capital Investment Advisory Services
North Carolina
$163K +$27.3K +724 +20%
RCG
436
Rock Creek Group
District of Columbia
$160K -$5.69K -151 -3%
FDCDDQ
437
Federation des caisses Desjardins du Quebec
Quebec, Canada
$156K -$6.37K -169 -4%
AA
438
Ancora Advisors
Ohio
$155K – – –
HCP
439
Hexagon Capital Partners
Arkansas
$145K -$35.3K -936 -20%
CFB
440
Cullen/Frost Bankers
Texas
$145K -$102K -2,711 -41%
WP
441
WealthShield Partners
North Carolina
$137K +$151 +4 +0.1%
GT
442
Glenmede Trust
Pennsylvania
$133K – – –
RWPA
443
Richard W. Paul & Associates
Michigan
$129K +$754 +20 +0.6%
PFSC
444
Peoples Financial Services Corp
Pennsylvania
$128K +$22.6K +600 +21%
Fidelity Investments
445
Fidelity Investments
Massachusetts
$120K -$38.7K -1,026 -24%
National Bank of Canada
446
National Bank of Canada
Quebec, Canada
$119K -$24.8K -657 -17%
KHLMTHM
447
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$117K – – –
GTAM
448
Global Trust Asset Management
Florida
$116K – – –
TFGT
449
TS Financial Group (TSFG)
Illinois
$116K -$56.5K -1,494 -33%
OP
450
ORG Partners
Indiana
$114K +$114K +3,036 New
16 17
18
19 20