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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 %
TI
701
tru Independence
Oregon
– – -9,047 Closed
RWA
702
Roberts Wealth Advisors
California
– – -8,542 Closed
LC
703
Lavaca Capital
Texas
– – -8,497 Closed
CAMV
704
Concord Asset Management (Virginia)
Virginia
– – -7,594 Closed
AWA
705
Alta Wealth Advisors
Massachusetts
– – -7,512 Closed
VPP
706
Vertex Planning Partners
Illinois
– – -7,186 Closed
BOM
707
Bank of Marin
California
– – -6,949 Closed
LWM
708
Laidlaw Wealth Management
New York
– – -6,892 Closed
CS
709
Credit Suisse
Switzerland
– – -6,620 Closed
TCM
710
Triumph Capital Management
Colorado
– – -6,459 Closed
KI
711
Kapitalo Investimentos
Brazil
– – -6,308 Closed
GWP
712
Gateway Wealth Partners
Wisconsin
– – -6,027 Closed
RCG
713
Rock Creek Group
District of Columbia
– – -2,924 Closed
HT
714
Headlands Technologies
Illinois
– – -1,079 Closed
IWP
715
IAG Wealth Partners
Wisconsin
– – -801 Closed
MTIM
716
Marathon Trading Investment Management
Pennsylvania
– – -786 Closed
NIC
717
Northwest Investment Counselors
Oregon
– – -683 Closed
WWP
718
WR Wealth Planners
Missouri
– – -427 Closed
CSPIA
719
Cary Street Partners Investment Advisory
Virginia
– – -321 Closed
SMA
720
Sage Mountain Advisors
Georgia
– – -308 Closed
SC
721
SouthState Corp
Florida
– – -258 Closed
RWPA
722
Richard W. Paul & Associates
Michigan
– – -153 Closed
FAM
723
Flaharty Asset Management
Florida
– – -138 Closed
PFBT
724
Parkside Financial Bank & Trust
Missouri
– – -135 Closed
CAS
725
Coppell Advisory Solutions
Texas
– – -135 Closed
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