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

Top Sellers

1
EWA
EP Wealth Advisors
California
$1.68M
2
Bank of America
Bank of America
North Carolina
$369M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$11M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.9M
5
BlackRock
BlackRock
New York
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
476
IAG Wealth Partners
Wisconsin
$39.6K -$14.4K -381 -27%
NMG
477
New Millennium Group
Utah
$39K -$1.72M -45,526 -98%
AssetMark Inc
478
AssetMark Inc
California
$37.5K -$6.45K -171 -15%
IGWM
479
ICA Group Wealth Management
Colorado
$36.6K +$9.5K +252 +35%
ACA
480
Aptus Capital Advisors
Alabama
$29.6K -$7.16K -190 -19%
NSG
481
Nalls Sherbakoff Group
Tennessee
$28.4K – – –
EWM
482
Evermay Wealth Management
Virginia
$27.7K – – –
VWM
483
Valley Wealth Managers
New Jersey
$27K -$791 -21 -3%
NCM
484
Northwest Capital Management
Oregon
$24K +$24K +637 New
VCM
485
Vigilant Capital Management
Maine
$24K -$39.2K -1,020 -62%
PG
486
Prostatis Group
Maryland
$23.6K +$23.6K +13,174 New
NIC
487
Northwest Investment Counselors
Oregon
$22.6K -$1.13K -30 -5%
HIA
488
Harbor Investment Advisory
Maryland
$22.4K – – –
BG
489
Bollard Group
Massachusetts
$22K +$188 +5 +0.9%
TIM
490
Tortoise Investment Management
New York
$20K +$10.3K +272 +105%
LJHT
491
Laurie J. Hall Trustee
$19K – – –
GEA
492
Glen Eagle Advisors
New Jersey
$19K +$12.3K +327 +186%
CSPIA
493
Cary Street Partners Investment Advisory
Virginia
$18.5K -$1.81K -48 -9%
APC
494
Aspire Private Capital
North Carolina
$18.4K +$18.4K +488 New
BONH
495
Bank of New Hampshire
New Hampshire
$17.9K – – –
PA
496
Parallel Advisors
California
$17.6K -$3.77K -100 -18%
First Manhattan
497
First Manhattan
New York
$17K – – –
WWP
498
WR Wealth Planners
Missouri
$16.1K +$13.5K +357 +510%
CAC
499
Core Alternative Capital
Georgia
$16.1K +$16.1K +426 New
FP
500
Financial Perspectives
Minnesota
$15.7K +$75 +2 +0.5%
18 19
20
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