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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 %
FCT
601
First Community Trust
Iowa
$7.13K 178 – –
CHA
602
Carmichael Hill & Associates
Maryland
$7.05K 176 – –
PFA
603
Pathway Financial Advisers
Indiana
$7.05K 176 +2 +1%
CT
604
Cambridge Trust
Massachusetts
$7.01K 175 -175 -50%
WB
605
Webster Bank
Connecticut
$6.81K 170 – –
BFS
606
Bare Financial Services
Pennsylvania
$6.77K 169 +169 New
FFA
607
Founders Financial Alliance
North Carolina
$6.18K 154 – –
Toronto Dominion Bank
608
Toronto Dominion Bank
Ontario, Canada
$5.93K 148 +148 New
GFPC
609
Global Financial Private Client
Florida
$5.81K 145 – –
HR
610
Howe & Rusling
New York
$5.61K 140 +140 New
BAM
611
Bellevue Asset Management
Washington
$5.57K 139 – –
CIA
612
Cape Investment Advisory
Georgia
$5.53K 138 – –
FWM
613
Focused Wealth Management
New York
$5.36K 134 +1 +0.8%
AWM
614
Activest Wealth Management
Florida
$5.01K 125 – –
GFL
615
Granite FO LLC
New Hampshire
$5.01K 125 – –
EW
616
Element Wealth
Mississippi
$5.01K 125 – –
JEST
617
JTC Employer Solutions Trustee
Jersey
$5K 125 – –
RMC
618
Resources Management Corp
Connecticut
$5K 136 – –
KHC
619
Koesten Hirschmann & Crabtree
Kansas
$4.85K 121 +121 New
SSB
620
Sandy Spring Bank
Maryland
$4.85K 121 – –
GWS
621
Glassman Wealth Services
Virginia
$4.62K 115 +1 +0.9%
FFA
622
Frazier Financial Advisors
Ohio
$4.5K 112 +112 New
SA
623
Scarborough Advisors
Maryland
$4.33K 108 +108 New
FBC
624
Fairfield, Bush & Co
Connecticut
$4.01K 100 +100 New
WTA
625
Washington Trust Advisors
Massachusetts
$3.97K 99 – –
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25
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