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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 %
PWM
451
Perigon Wealth Management
California
$307K +$307K +7,666 New
ACP
452
Aveo Capital Partners
Colorado
$306K -$265K -6,616 -46%
KIG
453
Kessler Investment Group
Indiana
$301K -$654K -16,313 -68%
KWM
454
Keebeck Wealth Management
Illinois
$301K -$71.8K -1,793 -19%
CGA
455
Crescent Grove Advisors
Illinois
$296K – – –
KPWS
456
Kestra Private Wealth Services
Texas
$292K +$292K +7,300 New
SC
457
Solstein Capital
California
$291K -$103K -2,575 -26%
MWM
458
Modern Wealth Management
Kansas
$289K +$289K +7,208 New
WA
459
Wambolt & Associates
Colorado
$282K +$282K +7,036 New
CB
460
Commerce Bank
Missouri
$280K +$35K +874 +14%
SBIA
461
Sheaff Brock Investment Advisors
Indiana
$278K +$40 +1 +0%
FA
462
Flagstar Advisors
New York
$278K +$39.2K +978 +16%
JFGIW
463
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$268K +$268K +6,700 New
SC
464
Sierra Capital
Florida
$267K +$2.8K +70 +1%
TWA
465
Tandem Wealth Advisors
Arizona
$265K – – –
BFC
466
Blue Fin Capital
Rhode Island
$264K +$264K +6,584 New
ASN
467
Advisory Services Network
Georgia
$263K -$5.41K -135 -2%
WC
468
Waterloo Capital
Texas
$260K +$260K +6,498 New
KL
469
KWMG LLC
Kansas
$258K +$258K +6,445 New
WPP
470
Whalerock Point Partners
Rhode Island
$258K -$256K -6,400 -50%
HCM
471
Hollencrest Capital Management
California
$258K – – –
HFS
472
Horizon Financial Services
North Carolina
$257K +$257K +6,407 New
GIM
473
Gold Investment Management
Alberta, Canada
$254K +$254K +6,336 New
VA
474
Valmark Advisers
Ohio
$253K +$253K +6,308 New
SYBT
475
Stock Yards Bank & Trust
Kentucky
$252K +$7.41K +185 +3%
17 18
19
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