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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$21.9M 580,399 -969,951 -63%
QIM
27
Quantitative Investment Management
Virginia
$21.4M 567,351 +558,165 +6,076%
MTWSIF
28
Mivtachim The Workers Social Insurance Fund
Israel
$20.4M 540,000 +540,000 New
SGI
29
Swan Global Investments
Colorado
$18.5M 490,082 -31,990 -6%
WFPG
30
Waller Financial Planning Group
Ohio
$17.9M 474,801 +24,444 +5%
BlackRock
31
BlackRock
New York
$17M 452,327 -894,664 -66%
RJA
32
Raymond James & Associates
Florida
$15.3M 406,405 +53,384 +15%
GS
33
GTS Securities
New York
$14.3M 378,704 +378,704 New
TC
34
Trilogy Capital
California
$14.2M 366,612 +366,612 New
Osaic Holdings
35
Osaic Holdings
Arizona
$13.2M 348,893 -9,452 -3%
AFG
36
Albion Financial Group
Utah
$12.7M 335,912 -12,289 -4%
KeyBank National Association
37
KeyBank National Association
Ohio
$12.3M 325,832 -15,492 -5%
AF
38
Allworth Financial
California
$11.5M 303,825 -162,687 -35%
CCWM
39
Cassaday & Co Wealth Management
Virginia
$11.3M 299,155 +1,474 +0.5%
GKWIM
40
Gerber Kawasaki Wealth & Investment Management
California
$11.1M 294,639 +22,553 +8%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$11M 291,558 -1,272,769 -81%
CTB
42
Country Trust Bank
Illinois
$10.9M 288,723 -10,481 -4%
AFA
43
American Financial Advisors
Georgia
$10.6M 282,550 +15,844 +6%
GB
44
Gunma Bank
Japan
$10.5M 278,000 – –
TAM
45
Trust Asset Management
Texas
$10.4M 275,132 – –
Citigroup
46
Citigroup
New York
$9.89M 262,445 +165,245 +170%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$9.78M 259,443 -34,158 -12%
AWM
48
Avior Wealth Management
Nebraska
$9.67M 256,662 +10,165 +4%
Barclays
49
Barclays
United Kingdom
$9.61M 254,860 +247,449 +3,339%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$9.55M 253,446 +6,520 +3%
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