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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 %
SAM
651
Secure Asset Management
Michigan
– – -6,233 Closed
LFAS
652
Level Four Advisory Services
Texas
– – -6,107 Closed
Neuberger Berman Group
653
Neuberger Berman Group
New York
– – -6,089 Closed
BCM
654
Beck Capital Management
Texas
– – -5,786 Closed
PWP
655
Principle Wealth Partners
Connecticut
– – -5,761 Closed
KL
656
KWMG LLC
Kansas
– – -5,704 Closed
DLHL
657
Donald L. Hagan LLC
Florida
– – -5,566 Closed
MA
658
MUFG Americas
New York
– – -4,296 Closed
EIP
659
Ellis Investment Partners
Pennsylvania
– – -4,093 Closed
HGERS
660
Householder Group Estate & Retirement Specialist
Arizona
– – -3,544 Closed
CIM
661
Contravisory Investment Management
Massachusetts
– – -2,134 Closed
PFT
662
Providence First Trust
Arizona
– – -729 Closed
SWM
663
Selective Wealth Management
Virginia
– – -612 Closed
SL
664
Savior LLC
Massachusetts
– – -383 Closed
JGIA
665
Jackson Grant Investment Advisers
Connecticut
– – -300 Closed
EW
666
Evoke Wealth
California
– – -290 Closed
EC
667
EdgeRock Capital
Colorado
– – -273 Closed
MCM
668
MV Capital Management
Maryland
– – -200 Closed
BCMLT
669
Beacon Capital Management LLC (Tennessee)
Tennessee
– – -141 Closed
WB
670
West Bancorporation
Iowa
– – -122 Closed
CAAS
671
Capital Asset Advisory Services
Michigan
– – -120 Closed
OPW
672
Oxler Private Wealth
New York
– – -100 Closed
TCOV
673
Trust Company of Vermont
Vermont
– – -99 Closed
M1FG
674
Mach-1 Financial Group
Arkansas
– – -81 Closed
FPFS
675
First Personal Financial Services
North Carolina
– – -55 Closed
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