XLRE icon

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 %
Mirae Asset Global Investments
51
Mirae Asset Global Investments
South Korea
$8.13M 217,516 -42,300 -16%
Squarepoint
52
Squarepoint
New York
$8.1M 216,772 +216,772 New
OWA
53
Octavia Wealth Advisors
Ohio
$8.08M 216,115 -346 -0.2%
PAG
54
Private Advisor Group
New Jersey
$8.07M 215,952 -31,140 -13%
BC
55
Brio Consultants
California
$8.01M 214,296 +13,095 +7%
PG
56
Proffitt & Goodson
Tennessee
$7.49M 200,323 +167,612 +512%
DWM
57
Dakota Wealth Management
Florida
$7.48M 200,055 +157,910 +375%
Kayne Anderson Rudnick Investment Management
58
Kayne Anderson Rudnick Investment Management
California
$7.2M 192,667 -56,969 -23%
TWC
59
TD Waterhouse Canada
Ontario, Canada
$7.16M 193,100 +9,172 +5%
AAG
60
Armstrong Advisory Group
Massachusetts
$7.14M 191,131 -1,936 -1%
Stifel Financial
61
Stifel Financial
Missouri
$6.97M 186,346 -25,361 -12%
CWM
62
Capital Wealth Management
Rhode Island
$6.71M 179,511 +82,959 +86%
SG Americas Securities
63
SG Americas Securities
New York
$6.7M 179,133 +79,028 +79%
IG
64
ING Group
Netherlands
$6.39M 171,000 +32,000 +23%
AAS
65
Avantax Advisory Services
Texas
$6.31M 168,863 -173,875 -51%
Jane Street
66
Jane Street
New York
$6.31M 168,743 +59,229 +54%
AI
67
Atria Investments
North Carolina
$6.24M 166,921 +125,970 +308%
CFD
68
Creative Financial Designs
Indiana
$6.16M 164,900 +27,198 +20%
WIM
69
Warwick Investment Management
Texas
$6.12M 163,763 +145,581 +801%
CL
70
Choreo LLC
Illinois
$6.01M 160,693 -10,878 -6%
RA
71
RFG Advisory
Alabama
$5.8M 155,262 +12,604 +9%
MA
72
Mutual Advisors
Nebraska
$5.8M 155,084 +4,197 +3%
BPA
73
Beacon Pointe Advisors
California
$5.72M 153,086 +55,721 +57%
CI
74
CX Institutional
Indiana
$5.67M 152,724 +69,421 +83%
FIB
75
First Interstate Bank
Montana
$5.62M 150,298 +894 +0.6%
1 2
3
4 5