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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

589 hedge funds and large institutions have $2.95B invested in Real Estate Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 206 increasing their positions, 224 reducing their positions, and 58 closing their positions.

Holders
589
Holders Change
+6
Holders Change %
+1.03%
% of All Funds
9.29%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
72
Increased
206
Reduced
224
Closed
58
Calls
$13.7M
Puts
$21.9M
Net Calls
-$8.21M
Net Calls Change
+$7M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$423M
2
Millennium Management
2
Millennium Management
New York
$41.7M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.5M
4
CCM
4
Cullen Capital Management
New York
$26.6M
5
QIM
5
Quantitative Investment Management
Virginia
$21.4M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.68M
2
Bank of America
2
Bank of America
North Carolina
$369M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$11M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.9M
5
BlackRock
5
BlackRock
New York
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
551
PFS Partners
New Jersey
$2.86K 76 +76 New
TFA
552
Toth Financial Advisory
Virginia
$2.83K 75 +75 New
PB
553
Pinnacle Bancorp
Nebraska
$2.53K 67 – –
DJSG
554
D.J. St. Germain
Massachusetts
$2.49K 66 +66 New
Franklin Resources
555
Franklin Resources
California
$2.34K 62 – –
IPW
556
Impact Partnership Wealth
Georgia
$2.34K 62 +62 New
MAWCM
557
Mine & Arao Wealth Creation & Management
California
$2.26K 60 – –
AC
558
AlphaCore Capital
California
$2.04K 54 +5 +10%
SHIM
559
Stone House Investment Management
Pennsylvania
$2.04K 54 +54 New
BTI
560
Blue Trust Inc
Georgia
$2K 55 -174 -76%
SWA
561
Sutton Wealth Advisors
Florida
$1.89K 50 +50 New
HWM
562
Horizons Wealth Management
North Carolina
$1.77K 47 +47 New
MFT
563
Moisand Fitzgerald Tamayo
Florida
$1.55K 41 – –
NRG
564
Nemes Rush Group
Michigan
$1.55K 41 +41 New
PSB
565
Piscataqua Savings Bank
New Hampshire
$1.54K 41 – –
MHR
566
Matthew Hamilton Rosenberg
$1.36K 36 – –
GWANC
567
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.21K 32 +2 +7%
PP
568
Pacifica Partners
Canada
$1.03K 27 – –
POIA
569
Pin Oak Investment Advisors
Texas
$1K 16 – –
AW
570
Avion Wealth
Texas
$1K 33 – –
HFS
571
Hantz Financial Services
Michigan
$1K 30 – –
HCM
572
Highlander Capital Management
New Jersey
$1K 15 – –
CMP
573
Coston McIsaac & Partners
Maine
$1K 29 – –
OLVIG
574
Oliver Lagore Vanvalin Investment Group
Michigan
$927 25 -821 -97%
ME
575
McIlrath & Eck
Washington
$829 22 – –
21 22
23
24 25