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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 %
EAM
576
Eukles Asset Management
Ohio
$792 21 – –
TF
577
Tompkins Financial
New York
$754 20 – –
KFI
578
Key Financial Inc
Pennsylvania
$678 18 – –
OHWP
579
Oak Harbor Wealth Partners
North Carolina
$678 18 – –
MPWT
580
MassMutual Private Wealth & Trust
Connecticut
$678 18 +18 New
PO
581
Private Ocean
California
$603 16 +16 New
BL
582
Balentine LLC
Georgia
$415 11 – –
FAM
583
Family Asset Management
South Carolina
$377 10 – –
FA
584
Fiduciary Alliance
South Carolina
$302 8 +8 New
OSAM
585
O'Shaughnessy Asset Management
Connecticut
$264 7 – –
GI
586
Gradient Investments
Minnesota
$155 4 -22 -85%
RCM
587
Raleigh Capital Management
North Carolina
$151 4 – –
FGAM
588
Financial Gravity Asset Management
Texas
$129 38 -55 -59%
AWM
589
AllSquare Wealth Management
New York
$107 3 – –
LWA
590
Lowe Wealth Advisors
Maryland
$75 2 – –
Two Sigma Advisers
591
Two Sigma Advisers
New York
– – -661,000 Closed
AAS
592
Ameritas Advisory Services
Nebraska
– – -286,547 Closed
PWMG
593
Prestige Wealth Management Group
New Jersey
– – -266,436 Closed
CM
594
Capula Management
Cayman Islands
– – -108,700 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
595
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -99,695 Closed
EDRH
596
Edmond de Rothschild Holding
Switzerland
– – -98,450 Closed
WA
597
Win Advisors
Florida
– – -87,899 Closed
ARC
598
Advisor Resource Council
Texas
– – -55,312 Closed
AWM
599
Aprio Wealth Management
Georgia
– – -47,187 Closed
Citadel Advisors
600
Citadel Advisors
Florida
– – -46,072 Closed
22 23
24
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