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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

611 hedge funds and large institutions have $3.27B invested in Real Estate Select Sector SPDR Fund in 2022 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 222 increasing their positions, 186 reducing their positions, and 69 closing their positions.

Holders
611
Holders Change
+28
Holders Change %
+4.8%
% of All Funds
9.86%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
113
Increased
222
Reduced
186
Closed
69
Calls
$46.6M
Puts
$50.3M
Net Calls
-$3.71M
Net Calls Change
+$25.7M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$106M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$108M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$105M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$38.2M
5
PCH
5
PGIM Custom Harvest
New Jersey
$36.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$705K
2
LPL Financial
2
LPL Financial
California
$157M
3
Bank of America
3
Bank of America
North Carolina
$749M
4
Prudential Financial
4
Prudential Financial
New Jersey
$281K
5
Truist Financial
5
Truist Financial
North Carolina
$3.98M
Name Market Value Shares Shares
Change 		Shares
Change %
KFI
601
Key Financial Inc
Pennsylvania
$648 18 – –
BL
602
Balentine LLC
Georgia
$406 11 -4 -27%
FAM
603
Family Asset Management
South Carolina
$369 10 +10 New
OSAM
604
O'Shaughnessy Asset Management
Connecticut
$259 7 -52 -88%
SPWM
605
Spartan Planning & Wealth Management
North Carolina
$185 5 – –
GI
606
Gradient Investments
Minnesota
$149 4 +4 New
FGAM
607
Financial Gravity Asset Management
Texas
$127 37 -107 -74%
AWM
608
AllSquare Wealth Management
New York
$111 3 – –
LWA
609
Lowe Wealth Advisors
Maryland
$74 2 – –
WIM
610
Westside Investment Management
California
$4 111 – –
CMP
611
Coston McIsaac & Partners
Maine
$1 29 – –
MTWSIF
612
Mivtachim The Workers Social Insurance Fund
Israel
– – -469,500 Closed
HWA
613
Hilltop Wealth Advisors
North Carolina
– – -414,229 Closed
Man Group
614
Man Group
United Kingdom
– – -277,600 Closed
WG
615
Winton Group
United Kingdom
– – -142,230 Closed
CA
616
Crumly & Associates
Illinois
– – -100,550 Closed
LFPWM
617
Leicht Financial Planning & Wealth Management
New Jersey
– – -94,447 Closed
Squarepoint
618
Squarepoint
New York
– – -67,579 Closed
Simplex Trading
619
Simplex Trading
Illinois
– – -63,063 Closed
I
620
IMPACTfolio
Colorado
– – -50,197 Closed
Wolverine Trading
621
Wolverine Trading
Illinois
– – -46,659 Closed
LTL
622
Lowery Thomas LLC
California
– – -43,284 Closed
MFGM
623
Marshall Financial Group (Maryland)
Maryland
– – -37,376 Closed
Verition Fund Management
624
Verition Fund Management
Connecticut
– – -30,584 Closed
State Street
625
State Street
Massachusetts
– – -28,821 Closed
23 24
25
26 27