XLRE icon

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 %
RC
501
Roundview Capital
New Jersey
$210K 5,252 -4,843 -48%
GVAG
502
Great Valley Advisor Group
Delaware
$210K 5,232 -1,445 -22%
Amundi
503
Amundi
France
$210K 5,300 +5,300 New
BA
504
Bridge Advisory
California
$207K 5,173 +5,173 New
REMPR
505
Roof Eidam Maycock Peralta (REMP)
California
$204K 5,095 +5,095 New
KPWG
506
KFA Private Wealth Group
Virginia
$202K 5,045 +5,045 New
WI
507
Wintrust Investments
Illinois
$200K 4,991 +4,991 New
GWSG
508
GPS Wealth Strategies Group
Colorado
$188K 4,700 -653 -12%
Parallax Volatility Advisers
509
Parallax Volatility Advisers
California
$181K 4,520 -8,128 -64%
BSB
510
Bangor Savings Bank
Maine
$179K 4,458 +245 +6%
AA
511
Ancora Advisors
Ohio
$175K 4,358 +258 +6%
DIP
512
DT Investment Partners
Pennsylvania
$168K 4,387 -1,044 -19%
LFG
513
Larson Financial Group
Missouri
$165K 4,124 +220 +6%
BCV
514
Banque Cantonale Vaudoise
Switzerland
$158K 3,926 +1,035 +36%
CFB
515
Cullen/Frost Bankers
Texas
$153K 3,831 – –
Barclays
516
Barclays
United Kingdom
$151K 3,756 -124,914 -97%
ACA
517
Atlas Capital Advisors
Wyoming
$148K 3,687 +478 +15%
PFSC
518
Peoples Financial Services Corp
Pennsylvania
$137K 3,410 – –
Fidelity Investments
519
Fidelity Investments
Massachusetts
$127K 3,160 -375 -11%
IA
520
IFP Advisors
Florida
$124K 3,093 -813 -21%
OP
521
ORG Partners
Indiana
$122K 3,036 – –
SNB
522
Security National Bank
Nebraska
$121K 3,012 +3,012 New
HCP
523
Hexagon Capital Partners
Arkansas
$112K 2,789 -820 -23%
QT
524
Quantbot Technologies
New York
$106K 2,650 +2,650 New
TFGT
525
TS Financial Group (TSFG)
Illinois
$105K 2,628 -347 -12%
19 20
21
22 23