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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

583 hedge funds and large institutions have $3B invested in Real Estate Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 217 increasing their positions, 208 reducing their positions, and 76 closing their positions.

Holders
583
Holders Change
-28
Holders Change %
-4.58%
% of All Funds
9.33%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
64
Increased
217
Reduced
208
Closed
76
Calls
$14.8M
Puts
$30M
Net Calls
-$15.2M
Net Calls Change
-$11.5M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$247M
2
EWA
2
EP Wealth Advisors
California
$33.1M
3
KWM
3
Kingsview Wealth Management
Oregon
$25.6M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$24.7M
5
Squarepoint
5
Squarepoint
New York
$8.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$582M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20.6M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$11.1M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$58.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PB
551
Pinnacle Bancorp
Nebraska
$2.5K 67 – –
Franklin Resources
552
Franklin Resources
California
$2.32K 62 -740 -92%
MAWCM
553
Mine & Arao Wealth Creation & Management
California
$2.24K 60 – –
TAIM
554
TD Ameritrade Investment Management
Nebraska
$2K 44 – –
AC
555
AlphaCore Capital
California
$1.83K 49 -10 -17%
MFT
556
Moisand Fitzgerald Tamayo
Florida
$1.53K 41 – –
PSB
557
Piscataqua Savings Bank
New Hampshire
$1.53K 41 -22 -35%
MFC
558
Mechanics Financial Corp
Ohio
$1.42K 38 – –
MHR
559
Matthew Hamilton Rosenberg
$1.35K 36 – –
GWANC
560
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.12K 30 -212 -88%
WWM
561
Wagner Wealth Management
South Carolina
$1.01K 27 -20 -43%
C
562
Covestor
United Kingdom
$1K 25 -1 -4%
CMP
563
Coston McIsaac & Partners
Maine
$1K 29 – –
POIA
564
Pin Oak Investment Advisors
Texas
$1K 16 – –
HCM
565
Highlander Capital Management
New Jersey
$1K 15 – –
AW
566
Avion Wealth
Texas
$1K 33 +1 +3%
HFS
567
Hantz Financial Services
Michigan
$1K 30 +30 New
PP
568
Pacifica Partners
Canada
$998 27 – –
GI
569
Gradient Investments
Minnesota
$975 26 +22 +550%
ME
570
McIlrath & Eck
Washington
$822 22 – –
EAM
571
Eukles Asset Management
Ohio
$785 21 – –
TF
572
Tompkins Financial
New York
$748 20 – –
KFI
573
Key Financial Inc
Pennsylvania
$673 18 – –
OHWP
574
Oak Harbor Wealth Partners
North Carolina
$673 18 – –
TCWA
575
Ten Capital Wealth Advisors
Washington
$561 15 +15 New
21 22
23
24 25