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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 %
CAC
76
Certified Advisory Corp
Florida
$5.4M 144,464 +3,234 +2%
KIA
77
KCM Investment Advisors
California
$5.07M 135,619 +67,261 +98%
PA
78
PSI Advisors
Florida
$4.92M 131,574 -730 -0.6%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$4.88M 130,645 +71,443 +121%
SW
80
StrongBox Wealth
Missouri
$4.77M 127,556 -8,326 -6%
ONB
81
Old National Bancorp
Indiana
$4.6M 123,002 -26,939 -18%
AWM
82
AE Wealth Management
Kansas
$4.6M 122,953 +1,482 +1%
CIP
83
Capital Insight Partners
Arizona
$4.58M 122,644 -4,174 -3%
M&T Bank
84
M&T Bank
New York
$4.54M 121,414 +6,667 +6%
Corient Private Wealth
85
Corient Private Wealth
Florida
$4.43M 118,418 +8,238 +7%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$4.42M 118,262 +90,270 +322%
FFL
87
Financial Freedom LLC
Ohio
$4.3M 114,916 +9,875 +9%
CCB
88
Country Club Bank
Missouri
$4.21M 115,028 +36,230 +46%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$4.14M 110,720 -154,581 -58%
CM
90
Capula Management
Cayman Islands
$4.06M 108,700 +108,700 New
Northern Trust
91
Northern Trust
Illinois
$4.01M 107,300 -1,367 -1%
CAN
92
Cetera Advisor Networks
California
$3.83M 102,512 -2,535 -2%
RCP
93
Rothschild Capital Partners
New York
$3.78M 101,096 +53 +0.1%
EC
94
Estate Counselors
Wisconsin
$3.77M 100,775 +4,005 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
95
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.73M 99,695 -185,908 -65%
NCM
96
Nelson Capital Management
California
$3.69M 98,734 +86,997 +741%
EDRH
97
Edmond de Rothschild Holding
Switzerland
$3.68M 98,450 +300 +0.3%
MYLI
98
Meiji Yasuda Life Insurance
Japan
$3.66M 98,027 – –
VIA
99
Vickerman Investment Advisors
Washington
$3.65M 97,685 +39,561 +68%
Citigroup
100
Citigroup
New York
$3.63M 97,200 -105,435 -52%
2 3
4
5 6