XLRE icon

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.

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$582M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.6M
4
CCWM
Cassaday & Co Wealth Management
Virginia
$11.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
576
SignatureFD
Georgia
$449 +$449 +12 New
BL
577
Balentine LLC
Georgia
$411 – – –
FAM
578
Family Asset Management
South Carolina
$374 – – –
OSAM
579
O'Shaughnessy Asset Management
Connecticut
$262 – – –
MAWA
580
Moss Adams Wealth Advisors
Washington
$262 +$262 +7 New
RCM
581
Raleigh Capital Management
North Carolina
$150 -$2.1K -56 -93%
AWM
582
AllSquare Wealth Management
New York
$112 – – –
LWA
583
Lowe Wealth Advisors
Maryland
$75 – – –
Caisse de Depot et Placement du Quebec (CDPQ)
584
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$105M -2,845,000 Closed
HIMCH
585
Hartford Investment Management Co (HIMCO)
Connecticut
– -$20.3M -549,681 Closed
TC
586
Trilogy Capital
California
– -$15.9M -430,578 Closed
CCM
587
Cullen Capital Management
New York
– -$9.41M -254,843 Closed
PI
588
Putnam Investments
Massachusetts
– -$8.09M -219,007 Closed
IUHSA
589
Itau Unibanco Holding S.A.
Brazil
– -$7.37M -199,590 Closed
ACI
590
Alpha Cubed Investments
California
– -$5.22M -141,439 Closed
QIM
591
Quest Investment Management
Oregon
– -$4.9M -132,721 Closed
NDSI
592
Newman Dignan & Sheerar Inc
Rhode Island
– -$2.91M -78,837 Closed
TAS
593
TIFF Advisory Services
Pennsylvania
– -$2.67M -72,301 Closed
SW
594
Signify Wealth
Missouri
– -$2.58M -69,889 Closed
CF
595
Clarity Financial
Texas
– -$2.48M -67,250 Closed
EFS
596
Econ Financial Services
Pennsylvania
– -$2.46M -66,643 Closed
CAC
597
Core Alternative Capital
Georgia
– -$2.44M -66,152 Closed
PG
598
Prostatis Group
Maryland
– -$2.39M -64,606 Closed
UAS
599
United Asset Strategies
New York
– -$1.92M -51,981 Closed
PAM
600
Palisade Asset Management
Minnesota
– -$1.79M -48,355 Closed
22 23
24
25 26