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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 %
RJA
51
Raymond James & Associates
Florida
$12.3M 307,740 -15,481 -5%
AAS
52
Ameritas Advisory Services
Nebraska
$12.3M 307,770 -18,323 -6%
Stifel Financial
53
Stifel Financial
Missouri
$12.3M 306,894 +175,813 +134%
PWMG
54
Prestige Wealth Management Group
New Jersey
$12.1M 303,200 +303,200 New
KHLMVGHM
55
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$12.1M 303,152 +291,766 +2,562%
MYLI
56
Meiji Yasuda Life Insurance
Japan
$11.9M 295,899 +95,575 +48%
AFA
57
American Financial Advisors
Georgia
$11.8M 294,950 -1,351 -0.5%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$11.8M 294,526 +62,769 +27%
TAM
59
Trust Asset Management
Texas
$11.8M 294,111 +18,979 +7%
AF
60
Allworth Financial
California
$11.7M 291,134 -22,511 -7%
BP
61
Ballentine Partners
Massachusetts
$11.4M 285,075 +234,386 +462%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$10.9M 273,319 +54,821 +25%
OWA
63
Octavia Wealth Advisors
Ohio
$10.5M 263,031 +14,345 +6%
KeyBank National Association
64
KeyBank National Association
Ohio
$10.5M 262,767 -34,006 -11%
AWM
65
Avior Wealth Management
Nebraska
$9.98M 249,190 -15,652 -6%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$9.45M 235,796 -38,257 -14%
TWC
67
TD Waterhouse Canada
Ontario, Canada
$9.3M 236,029 +37,773 +19%
Citigroup
68
Citigroup
New York
$8.9M 222,232 +142,832 +180%
WIM
69
Warwick Investment Management
Texas
$8.75M 218,332 +1,720 +0.8%
TRCT
70
Tower Research Capital (TRC)
New York
$8.48M 211,593 +187,978 +796%
FSC
71
Full Sail Capital
Oklahoma
$8.38M 209,167 +194,117 +1,290%
AWM
72
AE Wealth Management
Kansas
$8.31M 215,856 +165,513 +329%
VV
73
Verity & Verity
South Carolina
$8.28M 206,766 +206,766 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$8.17M 203,924 +84,338 +71%
CL
75
Choreo LLC
Illinois
$8.11M 202,509 +19,150 +10%
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