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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 %
AAG
76
Armstrong Advisory Group
Massachusetts
$7.99M 199,420 -2,454 -1%
AA
77
Advisory Alpha
Michigan
$7.66M 191,316 +191,316 New
TC
78
Trilogy Capital
California
$7.66M 191,273 +179,572 +1,535%
Corient Private Wealth
79
Corient Private Wealth
Florida
$7.59M 189,425 +40,552 +27%
FCH
80
Freestone Capital Holdings
Washington
$7.38M 184,291 -165,752 -47%
BC
81
Brio Consultants
California
$7.22M 180,185 +19,198 +12%
AssetMark Inc
82
AssetMark Inc
California
$7.09M 177,080 +176,128 +18,501%
Kayne Anderson Rudnick Investment Management
83
Kayne Anderson Rudnick Investment Management
California
$6.8M 169,725 -7,768 -4%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$6.77M 168,960 -72,419 -30%
DS
85
DRW Securities
Illinois
$6.62M 165,195 +149,007 +920%
AIC
86
Ayalon Insurance Company
Israel
$6.52M 162,787 – –
MWM
87
Merriman Wealth Management
Washington
$6.52M 162,708 +162,708 New
CWM
88
Capital Wealth Management
Rhode Island
$6.43M 160,475 -15,954 -9%
PG
89
Proffitt & Goodson
Tennessee
$6.39M 159,629 -45,188 -22%
RFA
90
RTD Financial Advisors
Pennsylvania
$6.15M 153,422 +63,340 +70%
PAG
91
Private Advisor Group
New Jersey
$6.03M 150,476 +31,984 +27%
GM
92
GeoWealth Management
Illinois
$5.99M 149,558 +21,383 +17%
SCA
93
Stonebridge Capital Advisors
Minnesota
$5.96M 148,753 +6,980 +5%
CCT
94
Chemung Canal Trust
New York
$5.9M 147,260 +918 +0.6%
RA
95
RFG Advisory
Alabama
$5.9M 147,196 +6,259 +4%
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$5.87M 146,600 -5,500 -4%
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$5.75M 143,646 +143,646 New
AAS
98
Avantax Advisory Services
Texas
$5.6M 139,788 -12,644 -8%
FIB
99
First Interstate Bank
Montana
$5.46M 136,204 -3,907 -3%
LCM
100
LDR Capital Management
New York
$5.35M 133,670 +15,981 +14%
2 3
4
5 6