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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

583 hedge funds and large institutions have $3B invested in Real Estate Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 217 increasing their positions, 208 reducing their positions, and 76 closing their positions.

Holders
583
Holders Change
-28
Holders Change %
-4.58%
% of All Funds
9.33%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
64
Increased
217
Reduced
208
Closed
76
Calls
$14.8M
Puts
$30M
Net Calls
-$15.2M
Net Calls Change
-$11.5M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$247M
2
EWA
2
EP Wealth Advisors
California
$33.1M
3
KWM
3
Kingsview Wealth Management
Oregon
$25.6M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$24.7M
5
Squarepoint
5
Squarepoint
New York
$8.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$582M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20.6M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$11.1M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$58.5M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$20.2M 541,296 +114,934 +27%
SGI
27
Swan Global Investments
Colorado
$20M 522,072 -50,175 -9%
HighTower Advisors
28
HighTower Advisors
Illinois
$18.8M 503,807 -21,981 -4%
AM
29
AGF Management
Ontario, Canada
$18.6M 498,526 -6,769 -1%
AF
30
Allworth Financial
California
$17.4M 466,512 +76,270 +20%
WFPG
31
Waller Financial Planning Group
Ohio
$16.8M 450,357 +62,437 +16%
HF
32
HRT Financial
New York
$14.4M 385,725 -100,089 -21%
Osaic Holdings
33
Osaic Holdings
Arizona
$13.4M 358,345 +45,933 +15%
RJA
34
Raymond James & Associates
Florida
$13.2M 353,021 +10,081 +3%
AFG
35
Albion Financial Group
Utah
$13M 348,201 +4,068 +1%
KeyBank National Association
36
KeyBank National Association
Ohio
$12.8M 341,324 -16,358 -5%
CTB
37
Country Trust Bank
Illinois
$11.2M 299,204 -14,071 -4%
CCWM
38
Cassaday & Co Wealth Management
Virginia
$11.1M 297,681 -736,879 -71%
AAS
39
Ameritas Advisory Services
Nebraska
$10.6M 286,547 +36,160 +14%
GB
40
Gunma Bank
Japan
$10.4M 278,000 – –
TAM
41
Trust Asset Management
Texas
$10.3M 275,132 +21,774 +9%
GKWIM
42
Gerber Kawasaki Wealth & Investment Management
California
$10.2M 272,086 +3,128 +1%
AFA
43
American Financial Advisors
Georgia
$9.97M 266,706 -3,396 -1%
PWMG
44
Prestige Wealth Management Group
New Jersey
$9.96M 266,436 +11,973 +5%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$9.34M 249,810 -27,399 -10%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$9.23M 246,926 +1,694 +0.7%
AWM
47
Avior Wealth Management
Nebraska
$9.21M 246,497 +14,692 +6%
JCM
48
Janney Capital Management
Pennsylvania
$8.61M 230,194 -168,413 -42%
1832 Asset Management
49
1832 Asset Management
Ontario, Canada
$8.36M 223,567 -26,623 -11%
PWM
50
Prentice Wealth Management
New York
$8.32M 222,578 +7,136 +3%
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