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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

583 hedge funds and large institutions have $3B invested in Real Estate Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 217 increasing their positions, 208 reducing their positions, and 76 closing their positions.

Holders
583
Holders Change
-28
Holders Change %
-4.58%
% of All Funds
9.33%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
64
Increased
217
Reduced
208
Closed
76
Calls
$14.8M
Puts
$30M
Net Calls
-$15.2M
Net Calls Change
-$11.5M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$247M
2
EWA
2
EP Wealth Advisors
California
$33.1M
3
KWM
3
Kingsview Wealth Management
Oregon
$25.6M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$24.7M
5
Squarepoint
5
Squarepoint
New York
$8.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$582M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20.6M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$11.1M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$58.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MWPCG
626
Measured Wealth Private Client Group
New Hampshire
– – -5,856 Closed
OMC
627
Old Mission Capital
Illinois
– – -5,855 Closed
WI
628
Wintrust Investments
Illinois
– – -5,846 Closed
BFM
629
Boston Financial Management
Massachusetts
– – -5,844 Closed
SQA
630
Simon Quick Advisors
New Jersey
– – -5,516 Closed
KFS
631
Kaizen Financial Strategies
California
– – -5,479 Closed
BJL
632
Brighton Jones LLC
Washington
– – -5,475 Closed
AT
633
American Trust
Kentucky
– – -5,451 Closed
MPCL
634
My Personal CFO LLC
Washington
– – -2,634 Closed
AF
635
Affiance Financial
Minnesota
– – -1,813 Closed
RBC
636
Romano Brothers & Co
Illinois
– – -1,780 Closed
USCWA
637
U.S. Capital Wealth Advisors
Texas
– – -1,541 Closed
PFC
638
Phocas Financial Corp
California
– – -974 Closed
SMA
639
Sage Mountain Advisors
Georgia
– – -865 Closed
BBHC
640
Brown Brothers Harriman & Co
New York
– – -794 Closed
DWP
641
Destiny Wealth Partners
Florida
– – -450 Closed
BWM
642
BerganKDV Wealth Management
Minnesota
– – -408 Closed
SFCL
643
Strengthening Families & Communities LLC
Massachusetts
– – -365 Closed
PVH
644
Psagot Value Holdings
Israel
– – -250 Closed
FM
645
Family Management
New York
– – -239 Closed
MSFP
646
Mark Sheptoff Financial Planning
Connecticut
– – -182 Closed
CAS
647
Coppell Advisory Solutions
Texas
– – -135 Closed
CASC
648
Coppell Advisory Solutions Corp
Texas
– – -135 Closed
HBW
649
Hazlett, Burt & Watson
West Virginia
– – -110 Closed
HI
650
Hoey Investments
Pennsylvania
– – -110 Closed
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