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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 %
GFS
476
GYL Financial Synergies
Connecticut
$250K – – –
IA
477
IFG Advisory
Georgia
$250K +$250K +6,235 New
RFC
478
Regions Financial Corp
Alabama
$248K -$7.89K -197 -3%
BFA
479
Bragg Financial Advisors
North Carolina
$248K +$248K +6,185 New
RWA
480
Rooted Wealth Advisors
Illinois
$246K +$246K +6,447 New
NC
481
NovaPoint Capital
Georgia
$245K +$245K +6,118 New
MAM
482
MMA Asset Management
Pennsylvania
$241K -$59K -1,473 -20%
NDSI
483
Newman Dignan & Sheerar Inc
Rhode Island
$241K +$241K +6,017 New
BC
484
Barrett & Company
Rhode Island
$239K +$40 +1 +0%
MAS
485
Madden Advisory Services
Florida
$237K +$237K +5,928 New
SC
486
Scotia Capital
Ontario, Canada
$236K +$236K +5,889 New
PWW
487
Pettyjohn Wood & White
Virginia
$233K +$233K +5,818 New
KFS
488
Kaizen Financial Strategies
California
$233K -$70.7K -1,765 -23%
ACM
489
Absolute Capital Management
Pennsylvania
$228K +$228K +5,700 New
PIWA
490
Prevail Innovative Wealth Advisors
Kansas
$225K +$225K +5,626 New
MOS
491
MGO One Seven
Ohio
$223K +$223K +5,559 New
TA
492
TFB Advisors
Kansas
$222K +$222K +5,539 New
CCG
493
Capital CS Group
California
$220K +$220K +5,489 New
IBOK
494
Independence Bank of Kentucky
Kentucky
$220K -$10K -250 -4%
FCI
495
Financial Counselors Inc
Kansas
$219K +$219K +5,468 New
PI
496
PFG Investments
New York
$218K +$218K +5,449 New
CIBC World Market
497
CIBC World Market
Ontario, Canada
$217K -$37.8K -942 -15%
BCA
498
Bay Colony Advisors
Massachusetts
$217K +$217K +5,404 New
RJT
499
Raymond James Trust
Florida
$212K +$212K +5,304 New
IW
500
Imprint Wealth
South Carolina
$212K -$18.3K -476 -8%
18 19
20
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