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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

611 hedge funds and large institutions have $3.27B invested in Real Estate Select Sector SPDR Fund in 2022 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 222 increasing their positions, 186 reducing their positions, and 69 closing their positions.

Holders
611
Holders Change
+28
Holders Change %
+4.8%
% of All Funds
9.86%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
113
Increased
222
Reduced
186
Closed
69
Calls
$46.6M
Puts
$50.3M
Net Calls
-$3.71M
Net Calls Change
+$25.7M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$106M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$108M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$105M
4
WWA
4
WCG Wealth Advisors
Nevada
$35.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$212M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$705K
2
LPL Financial
2
LPL Financial
California
$157M
3
Bank of America
3
Bank of America
North Carolina
$749M
4
Prudential Financial
4
Prudential Financial
New Jersey
$281K
5
Truist Financial
5
Truist Financial
North Carolina
$3.98M
Name Market Value Shares Shares
Change 		Shares
Change %
IBOK
451
Independence Bank of Kentucky
Kentucky
$140K 3,778 +3,778 New
GT
452
Glenmede Trust
Pennsylvania
$139K 3,751 +751 +25%
CIAS
453
Capital Investment Advisory Services
North Carolina
$130K 3,521 +424 +14%
RWPA
454
Richard W. Paul & Associates
Michigan
$122K 3,313 +3,313 New
AWM
455
Accel Wealth Management
Iowa
$122K 3,311 – –
KHLMTHM
456
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$116K 3,116 +3,116 New
GTAM
457
Global Trust Asset Management
Florida
$114K 3,082 -1,145 -27%
PK
458
Pflug Koory
Nebraska
$110K 2,985 – –
FRA
459
Front Row Advisors
California
$109K 2,961 – –
BAM
460
Baldrige Asset Management
Pennsylvania
$109K 2,946 +663 +29%
CT
461
Cambridge Trust
Massachusetts
$104K 2,807 +2,738 +3,968%
PFSC
462
Peoples Financial Services Corp
Pennsylvania
$104K 2,810 – –
EWM
463
EPG Wealth Management
Georgia
$98K 2,653 +5 +0.2%
BAAM
464
Baker Avenue Asset Management
California
$96.9K 2,624 +2,624 New
CA
465
Clearstead Advisors
Ohio
$95.5K 2,586 -1,077 -29%
BCV
466
Banque Cantonale Vaudoise
Switzerland
$95K 2,582 -5 -0.2%
AIC
467
Ayalon Insurance Company
Israel
$89K 2,400 – –
TSWM
468
Tyler-Stone Wealth Management
Ohio
$84K 2,270 – –
CA
469
Crewe Advisors
Utah
$80.1K 2,170 +2,170 New
EWM
470
Endurance Wealth Management
Rhode Island
$78K 2,117 -75 -3%
SWA
471
SOA Wealth Advisors
New York
$77.8K 2,105 +19 +0.9%
LFG
472
Larson Financial Group
Missouri
$72.4K 1,961 -45 -2%
IWP
473
IAG Wealth Partners
Wisconsin
$70.4K 1,906 – –
SWM
474
Spire Wealth Management
Virginia
$69K 1,871 +16 +0.9%
AF
475
Affiance Financial
Minnesota
$67K 1,813 +1,813 New
17 18
19
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