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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 %
Wealth Enhancement Advisory Services
601
Wealth Enhancement Advisory Services
Minnesota
– – -26,793 Closed
CC
602
Cypress Capital
Tennessee
– – -25,652 Closed
DS
603
DRW Securities
Illinois
– – -25,068 Closed
Wolverine Trading
604
Wolverine Trading
Illinois
– – -22,783 Closed
GCP
605
GSA Capital Partners
United Kingdom
– – -19,083 Closed
RA
606
Rodgers & Associates
Pennsylvania
– – -18,883 Closed
ATI
607
Act Two Investors
California
– – -18,029 Closed
MFG
608
Merit Financial Group
Georgia
– – -14,036 Closed
SAM
609
Sequent Asset Management
Texas
– – -13,919 Closed
FFWA
610
FRG Family Wealth Advisors
Washington
– – -13,150 Closed
DC
611
Davenport & Co
Virginia
– – -12,033 Closed
QT
612
Quantbot Technologies
New York
– – -11,745 Closed
DWM
613
Darwin Wealth Management
Florida
– – -11,212 Closed
FLPIM
614
F.L. Putnam Investment Management
Massachusetts
– – -11,111 Closed
FFA
615
First Foundation Advisors
California
– – -9,620 Closed
JWCA
616
J.W. Cole Advisors
Florida
– – -9,584 Closed
BAM
617
Belpointe Asset Management
Nevada
– – -8,060 Closed
PFGIA
618
Patriot Financial Group Insurance Agency
Massachusetts
– – -7,872 Closed
Bank Julius Baer & Co
619
Bank Julius Baer & Co
Switzerland
– – -7,200 Closed
PWM
620
Perigon Wealth Management
California
– – -6,722 Closed
VFA
621
Valeo Financial Advisors
Indiana
– – -5,800 Closed
CG
622
Cutler Group
California
– – -5,600 Closed
PWLP
623
Prio Wealth Limited Partnership
Massachusetts
– – -5,500 Closed
BFA
624
Bragg Financial Advisors
North Carolina
– – -5,482 Closed
AWM
625
Accel Wealth Management
Iowa
– – -3,311 Closed
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25
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