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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 %
PWMG
51
Prestige Wealth Management Group
New Jersey
$9.4M 254,463 +254,463 New
TAM
52
Trust Asset Management
Texas
$9.36M 253,358 – –
AAS
53
Ameritas Advisory Services
Nebraska
$9.25M 250,387 +24,201 +11%
1832 Asset Management
54
1832 Asset Management
Ontario, Canada
$9.24M 250,190 -354,355 -59%
Kayne Anderson Rudnick Investment Management
55
Kayne Anderson Rudnick Investment Management
California
$9.22M 249,636 -9,038 -3%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$9.06M 245,232 -47,166 -16%
AWM
57
Avior Wealth Management
Nebraska
$8.56M 231,805 -45,446 -16%
PI
58
Putnam Investments
Massachusetts
$8.09M 219,007 +3,108 +1%
OWA
59
Octavia Wealth Advisors
Ohio
$7.99M 216,461 +14,431 +7%
PWM
60
Prentice Wealth Management
New York
$7.96M 215,442 +22,592 +12%
Stifel Financial
61
Stifel Financial
Missouri
$7.82M 211,707 +69,167 +49%
Citigroup
62
Citigroup
New York
$7.48M 202,635 +127,456 +170%
BC
63
Brio Consultants
California
$7.43M 201,201 +14,521 +8%
IUHSA
64
Itau Unibanco Holding S.A.
Brazil
$7.37M 199,590 +13,400 +7%
AAG
65
Armstrong Advisory Group
Massachusetts
$7.13M 193,067 +193,067 New
TWC
66
TD Waterhouse Canada
Ontario, Canada
$6.83M 183,928 +172,599 +1,524%
CL
67
Choreo LLC
Illinois
$6.34M 171,571 +88,436 +106%
RA
68
RFG Advisory
Alabama
$5.84M 142,658 -5,974 -4%
MA
69
Mutual Advisors
Nebraska
$5.57M 150,887 +61,405 +69%
ONB
70
Old National Bancorp
Indiana
$5.54M 149,941 -28,304 -16%
FIB
71
First Interstate Bank
Montana
$5.52M 149,404 +2,246 +2%
VF
72
Virtu Financial
New York
$5.41M 146,498 +79,865 +120%
WF
73
Wayfinding Financial
Washington
$5.3M 117,202 +1,829 +2%
SFA
74
Sequoia Financial Advisors
Ohio
$5.3M 143,466 +38,244 +36%
ACI
75
Alpha Cubed Investments
California
$5.22M 141,439 +141,439 New
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3
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