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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.

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
1
Migdal Insurance & Financial Holdings
Israel
$220M
2
Morgan Stanley
2
Morgan Stanley
New York
$404M
3
Creative Planning
3
Creative Planning
Kansas
$797M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$106M
5
Bank of America
5
Bank of America
North Carolina
$414M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$1.58M
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$1.44M
3
Bessemer Group
3
Bessemer Group
New Jersey
$3K
4
GB
4
Gunma Bank
Japan
$0
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$24.2M 602,862 -17,011 -3%
SMM
27
Stadion Money Management
Georgia
$24.1M 602,397 -83,219 -12%
Goldman Sachs
28
Goldman Sachs
New York
$24M 599,816 -185,705 -24%
MIH
29
Meitav Investment House
Israel
$23.8M 593,277 +391,744 +194%
BBVA
30
Banco Bilbao Vizcaya Argentaria
Spain
$23.6M 588,875 +588,875 New
AOI
31
Auto-Owners Insurance
Michigan
$23.4M 584,048 – –
KWM
32
Kingsview Wealth Management
Oregon
$23.1M 575,396 -14,294 -2%
CM
33
Capula Management
Cayman Islands
$22.8M 567,980 +567,980 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$22.7M 566,528 +18,307 +3%
AM
35
AGF Management
Ontario, Canada
$22.2M 555,212 +18,545 +3%
DJFS
36
Dean Jacobson Financial Services
Texas
$19.8M 494,369 +494,369 New
WFPG
37
Waller Financial Planning Group
Ohio
$19.3M 482,690 +4,388 +0.9%
CCM
38
Cullen Capital Management
New York
$19M 474,772 +439,585 +1,249%
BlackRock
39
BlackRock
New York
$18M 449,874 -1,360 -0.3%
JCM
40
Janney Capital Management
Pennsylvania
$17.7M 442,342 -22,677 -5%
CAN
41
Cetera Advisor Networks
California
$17.1M 426,576 +77,888 +22%
Osaic Holdings
42
Osaic Holdings
Arizona
$16.9M 422,222 -21,775 -5%
PCH
43
PGIM Custom Harvest
New Jersey
$16.8M 418,847 +205,177 +96%
SGI
44
Swan Global Investments
Colorado
$14.5M 363,189 -74,955 -17%
DWM
45
Dakota Wealth Management
Florida
$14.5M 362,392 +60,338 +20%
CTB
46
Country Trust Bank
Illinois
$14M 348,272 +71,755 +26%
EC
47
Estate Counselors
Wisconsin
$13.7M 341,930 +247,220 +261%
AFG
48
Albion Financial Group
Utah
$13.6M 338,512 +334 +0.1%
AMI
49
Amica Mutual Insurance
Rhode Island
$12.9M 322,894 +322,894 New
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$12.4M 308,690 -83,993 -21%
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