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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 %
WP
626
WealthSource Partners
California
– – -22,198 Closed
APW
627
Aurora Private Wealth
New Jersey
– – -17,629 Closed
PI
628
PFS Investments
Georgia
– – -16,597 Closed
FFG
629
Ford Financial Group
California
– – -14,061 Closed
CAG
630
Csenge Advisory Group
Florida
– – -13,874 Closed
SC
631
Scotia Capital
Ontario, Canada
– – -13,672 Closed
DLCIG
632
D.L. Carlson Investment Group
New Hampshire
– – -13,370 Closed
CP
633
Cumberland Partners
Ontario, Canada
– – -12,488 Closed
DL
634
DOHJ LLC
Washington
– – -11,680 Closed
LSA
635
L & S Advisors
California
– – -10,804 Closed
SCP
636
Silverleafe Capital Partners
Tennessee
– – -10,696 Closed
THWM
637
Taylor Hoffman Wealth Management
Virginia
– – -10,398 Closed
KIG
638
Kessler Investment Group
Indiana
$0 3 -10,331 -100%
SSW
639
Smith Shellnut Wilson
Mississippi
– – -8,414 Closed
BCM
640
Brookstone Capital Management
Illinois
– – -8,217 Closed
ACK
641
Andrew C. Karlinski
– – -8,161 Closed
SWM
642
Silverlake Wealth Management
Vermont
– – -7,734 Closed
TVAMP
643
Tennessee Valley Asset Management Partners
Tennessee
– – -7,200 Closed
FAT
644
First American Trust
California
– – -7,047 Closed
CPC
645
Cookson Peirce & Co
Pennsylvania
– – -6,955 Closed
MTIM
646
Marathon Trading Investment Management
Pennsylvania
– – -6,804 Closed
HFW
647
Horizon Family Wealth
Illinois
– – -6,720 Closed
HSA
648
HBK Sorce Advisory
Pennsylvania
– – -6,715 Closed
LIM
649
Leavell Investment Management
Alabama
– – -6,605 Closed
HA
650
Hamel Associates
New Jersey
– – -6,525 Closed
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