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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

611 hedge funds and large institutions have $3.27B invested in Real Estate Select Sector SPDR Fund in 2022 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 222 increasing their positions, 186 reducing their positions, and 69 closing their positions.

Holders
611
Holders Change
+28
Holders Change %
+4.8%
% of All Funds
9.86%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
113
Increased
222
Reduced
186
Closed
69
Calls
$46.6M
Puts
$50.3M
Net Calls
-$3.71M
Net Calls Change
+$25.7M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$106M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$108M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$105M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$38.2M
5
PCH
5
PGIM Custom Harvest
New Jersey
$36.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$705K
2
LPL Financial
2
LPL Financial
California
$157M
3
Bank of America
3
Bank of America
North Carolina
$749M
4
Prudential Financial
4
Prudential Financial
New Jersey
$281K
5
Truist Financial
5
Truist Financial
North Carolina
$3.98M
Name Market Value Shares Shares
Change 		Shares
Change %
WPWM
551
Western Pacific Wealth Management
Illinois
$5.54K 150 -450 -75%
GFPC
552
Global Financial Private Client
Florida
$5.36K 145 – –
LC
553
Lindbrook Capital
California
$5.13K 139 – –
BWA
554
BDO Wealth Advisors
Florida
$5.13K 139 – –
BAM
555
Bellevue Asset Management
Washington
$5.09K 139 – –
AF
556
Arrow Financial
New York
$5K 133 – –
JEST
557
JTC Employer Solutions Trustee
Jersey
$5K 125 +125 New
CAS
558
Coppell Advisory Solutions
Texas
$4.99K 135 +135 New
CASC
559
Coppell Advisory Solutions Corp
Texas
$4.99K 135 +135 New
IGWM
560
ICA Group Wealth Management
Colorado
$4.88K 132 +132 New
FWM
561
Focused Wealth Management
New York
$4.8K 130 +25 +24%
HI
562
Hoey Investments
Pennsylvania
$4.05K 110 +8 +8%
HBW
563
Hazlett, Burt & Watson
West Virginia
$4K 110 – –
TSW
564
Thompson Siegel & Walmsley
Virginia
$4K 106 – –
MSCM
565
McElhenny Sheffield Capital Management
Texas
$3.69K 100 +100 New
WTA
566
Washington Trust Advisors
Massachusetts
$3.66K 99 – –
AIA
567
Armor Investment Advisors
North Carolina
$3.4K 92 – –
HS
568
Horan Securities
United States
$3.34K 91 +1 +1%
CA
569
Corrado Advisors
New Jersey
$3.21K 87 +87 New
CB
570
CNB Bank
Pennsylvania
$3.18K 86 – –
APC
571
Aspire Private Capital
North Carolina
$3.07K 83 – –
BEI
572
Benjamin Edwards Inc
Missouri
$3K 73 +1 +1%
WAS
573
Winch Advisory Services
Wisconsin
$3K 87 +1 +1%
PPC
574
Park Place Capital
Alabama
$3K 83 +83 New
WAG
575
Windsor Advisory Group
Ohio
$2.55K 69 +69 New
21 22
23
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