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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 %
EMAM
426
Encompass More Asset Management
California
$353K +$353K +8,819 New
RSWM
427
Robertson Stephens Wealth Management
California
$348K -$594K -14,822 -63%
CIAS
428
Capital Investment Advisory Services
North Carolina
$347K +$2.4K +60 +0.7%
BCP
429
Berkeley Capital Partners
Georgia
$346K +$346K +8,643 New
SWM
430
Stockman Wealth Management
Montana
$344K -$45.4K -1,133 -12%
Bank of New York Mellon
431
Bank of New York Mellon
New York
$341K -$27.9K -697 -8%
CI
432
Conning Inc
Connecticut
$341K – – –
MWM
433
MGB Wealth Management
Texas
$339K +$339K +8,450 New
MFWM
434
Motley Fool Wealth Management
Virginia
$333K +$333K +8,300 New
BCMO
435
Buckingham Capital Management (Ohio)
Ohio
$332K +$332K +8,300 New
KW
436
KWB Wealth
California
$326K -$1.45M -36,083 -82%
SIM
437
Seaview Investment Managers
Florida
$320K +$320K +7,987 New
AIP
438
Almanack Investment Partners
Pennsylvania
$317K +$9.85K +246 +3%
CCFM
439
Clear Creek Financial Management
Washington
$317K +$317K +7,902 New
ACA
440
Aptus Capital Advisors
Alabama
$316K -$5.49K -137 -2%
ST
441
Spinnaker Trust
Maine
$314K – – –
NS
442
NBC Securities
Alabama
$311K +$185K +4,622 +147%
CAG
443
Csenge Advisory Group
Florida
$311K +$311K +7,757 New
FNBOH
444
First National Bank of Hutchinson
Kansas
$310K -$25.5K -637 -8%
MBTD
445
Mechanics Bank - Trust Department
California
$309K -$3.69K -92 -1%
Cerity Partners
446
Cerity Partners
New York
$309K +$309K +7,705 New
LWANC
447
Laurel Wealth Advisors (North Carolina)
North Carolina
$309K -$83.8K -2,092 -21%
TI
448
Tidal Investments
Wisconsin
$308K -$1.07M -26,626 -78%
RIA
449
Realta Investment Advisors
Delaware
$308K -$152K -3,789 -33%
MGW
450
MB Generational Wealth
Washington
$308K +$308K +7,691 New
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