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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
1
Creative Planning
Kansas
$423M
2
Millennium Management
2
Millennium Management
New York
$41.7M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.5M
4
CCM
4
Cullen Capital Management
New York
$26.6M
5
QIM
5
Quantitative Investment Management
Virginia
$21.4M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.68M
2
Bank of America
2
Bank of America
North Carolina
$369M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$11M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.9M
5
BlackRock
5
BlackRock
New York
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
PK
451
Pflug Koory
Nebraska
$113K – – –
FRA
452
Front Row Advisors
California
$112K – – –
ACA
453
Atlas Capital Advisors
Wyoming
$111K +$106K +2,803 +1,844%
BCV
454
Banque Cantonale Vaudoise
Switzerland
$107K +$2.6K +69 +2%
CA
455
Clearstead Advisors
Ohio
$97.8K -$113K -2,991 -54%
TSWM
456
Tyler-Stone Wealth Management
Ohio
$96K +$96K +2,545 New
LFG
457
Larson Financial Group
Missouri
$89.8K +$9.99K +265 +13%
CCM
458
Chilton Capital Management
Texas
$87K -$10.6K -281 -11%
CA
459
Crewe Advisors
Utah
$81.8K – – –
AF
460
Advisornet Financial
Minnesota
$80.1K +$38.8K +1,030 +94%
EWM
461
Endurance Wealth Management
Rhode Island
$77K -$2.59K -69 -3%
AWM
462
Abound Wealth Management
Tennessee
$76.4K +$47.8K +1,267 +167%
UB
463
UMB Bank
Missouri
$72.4K – – –
SWA
464
SOA Wealth Advisors
New York
$71K -$8.78K -233 -11%
BWL
465
Bogart Wealth LLC
Virginia
$59.6K +$7.54K +200 +14%
VCM
466
Viewpoint Capital Management
Washington
$55K – – –
WTC
467
WhitTier Trust Company
Nevada
$51.1K – – –
TWM
468
Tradition Wealth Management
Minnesota
$49K – – –
SSB
469
Sandy Spring Bank
Maryland
$47.9K +$38.4K +1,020 +406%
AAP
470
Arax Advisory Partners
Colorado
$47.9K +$4.3K +114 +10%
SJIM
471
St. Johns Investment Management
Florida
$44.4K +$3.43K +91 +8%
LC
472
Lindbrook Capital
California
$43.4K – – –
MIM
473
MTM Investment Management
South Carolina
$43.1K – – –
TC
474
Truvestments Capital
Florida
$40.9K +$301 +8 +0.7%
AA
475
Addison Advisors
Vermont
$40.6K -$3.39K -90 -8%
17 18
19
20 21