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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 %
TC
551
Truvestments Capital
Florida
$43.9K 1,097 +6 +0.5%
CFGS
552
Concourse Financial Group Securities
Alabama
$43.4K 1,084 -494 -31%
TCWA
553
Turtle Creek Wealth Advisors
Texas
$43K 1,073 +1,073 New
AA
554
Addison Advisors
Vermont
$41K 1,023 -55 -5%
BWM
555
BKM Wealth Management
Wisconsin
$40.3K 1,006 +1,006 New
IGWM
556
ICA Group Wealth Management
Colorado
$36.6K 913 +913 New
GWMIA
557
Global Wealth Management Investment Advisory
Florida
$36.1K 900 +500 +125%
RIL
558
Rothschild Investment LLC
Illinois
$33.6K 839 +839 New
NSG
559
Nalls Sherbakoff Group
Tennessee
$31.5K 787 – –
EWM
560
Evermay Wealth Management
Virginia
$29.4K 735 – –
VWM
561
Valley Wealth Managers
New Jersey
$28.7K 717 – –
TIM
562
Tortoise Investment Management
New York
$27.5K 687 +150 +28%
PCTC
563
Perkins Coie Trust Company
Washington
$26.2K 653 – –
RFA
564
Register Financial Advisors
Georgia
$24.8K 619 +619 New
BG
565
Bollard Group
Massachusetts
$24K 593 +5 +0.9%
HIA
566
Harbor Investment Advisory
Maryland
$23.8K 595 – –
AWM
567
Angeles Wealth Management
California
$21.8K 543 +543 New
GEA
568
Glen Eagle Advisors
New Jersey
$20.2K 503 – –
SPWM
569
Spartan Planning & Wealth Management
North Carolina
$20K 500 +495 +9,900%
LJHT
570
Laurie J. Hall Trustee
$20K 502 +502 New
LOIP
571
Live Oak Investment Partners
Texas
– – – –
EWA
572
EverSource Wealth Advisors
Alabama
$19.5K 488 +488 New
FGAM
573
Financial Gravity Asset Management
Texas
$18.7K 520 +243 +88%
FP
574
Financial Perspectives
Minnesota
$16.9K 421 +2 +0.5%
OSAM
575
O'Shaughnessy Asset Management
Connecticut
$16.7K 417 -1,246 -75%
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