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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 %
AWM
526
Abound Wealth Management
Tennessee
$103K 2,562 +35 +1%
PK
527
Pflug Koory
Nebraska
$98.6K 2,460 – –
GTAM
528
Global Trust Asset Management
Florida
$95.9K 2,394 -688 -22%
TSWM
529
Tyler-Stone Wealth Management
Ohio
$90.5K 2,259 -270 -11%
UB
530
UMB Bank
Missouri
$86.9K 2,170 +250 +13%
CCM
531
Chilton Capital Management
Texas
$82.7K 2,064 -244 -11%
ST
532
Smithfield Trust
Pennsylvania
$82K 2,047 +997 +95%
AF
533
Advisornet Financial
Minnesota
$80.9K 2,019 -112 -5%
WP
534
WealthShield Partners
North Carolina
$80.9K 2,019 -113 -5%
TCPG
535
Trivant Custom Portfolio Group
California
$73.5K 1,835 +1,835 New
PIS
536
POM Investment Strategies
North Carolina
$71K 1,772 +1,772 New
FRA
537
Front Row Advisors
California
$70.5K 1,760 -991 -36%
FDCDDQ
538
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.9K 1,719 +687 +67%
SWA
539
SOA Wealth Advisors
New York
$67.2K 1,677 +14 +0.8%
CA
540
Clearstead Advisors
Ohio
$67K 1,672 -1,586 -49%
T
541
Tidemark
California
$63K 1,572 +1,572 New
VCM
542
Viewpoint Capital Management
Washington
$54.8K 1,369 – –
WTC
543
WhitTier Trust Company
Nevada
$54.4K 1,357 – –
TWM
544
Tradition Wealth Management
Minnesota
$54K 1,344 – –
UOTTAIMCU
545
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$53.4K 1,333 +701 +111%
BWL
546
Bogart Wealth LLC
Virginia
$53K 1,322 -260 -16%
APC
547
Aspire Private Capital
North Carolina
$50.3K 1,255 +184 +17%
National Bank of Canada
548
National Bank of Canada
Quebec, Canada
$49K 1,213 -1,422 -54%
MIM
549
MTM Investment Management
South Carolina
$45.8K 1,144 – –
SJIM
550
St. Johns Investment Management
Florida
$44.1K 1,102 -138 -11%
20 21
22
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