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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 %
EDRH
101
Edmond de Rothschild Holding
Switzerland
$3.62M 98,150 -174 -0.2%
MYLI
102
Meiji Yasuda Life Insurance
Japan
$3.62M 98,027 – –
BPA
103
Beacon Pointe Advisors
California
$3.6M 97,365 +3,379 +4%
EC
104
Estate Counselors
Wisconsin
$3.57M 96,770 +45,825 +90%
CWM
105
Capital Wealth Management
Rhode Island
$3.57M 96,552 +25,435 +36%
CAL
106
Capital Analysts LLC
Pennsylvania
$3.5M 94,801 -36,053 -28%
FMC
107
First Merchants Corp
Indiana
$3.45M 93,361 +11,705 +14%
GL
108
Graypoint LLC
New York
$3.33M 90,236 -2,841 -3%
OPS
109
Orion Portfolio Solutions
Nebraska
$3.31M 89,669 -3,163 -3%
WWM
110
Western Wealth Management
Colorado
$3.29M 89,136 -209,047 -70%
FM
111
Foster & Motley
Ohio
$3.27M 88,556 +25,480 +40%
ACA
112
Aptus Capital Advisors
Alabama
$3.25M 87,934 -18,795 -18%
EP
113
Eudaimonia Partners
Tennessee
$3.19M 86,376 +86,376 New
LCM
114
LDR Capital Management
New York
$3.16M 85,605 +32,086 +60%
CFG
115
Citizens Financial Group
Rhode Island
$3.08M 83,426 +55,382 +197%
CI
116
CX Institutional
Indiana
$3.08M 83,303 -28,111 -25%
EH
117
Equitable Holdings
New York
$3.05M 82,479 +26,702 +48%
AWM
118
Aprio Wealth Management
Georgia
$3.02M 81,715 +14,207 +21%
KW
119
KWB Wealth
California
$3M 81,102 -13,196 -14%
LPT
120
Legacy Private Trust
Wisconsin
$2.97M 80,492 -47,382 -37%
WAOTB
121
Wealth Advisors of Tampa Bay
Florida
$2.96M 80,275 +3,940 +5%
1SB
122
1ST Source Bank
Indiana
$2.95M 79,996 +4,634 +6%
NDSI
123
Newman Dignan & Sheerar Inc
Rhode Island
$2.91M 78,837 -15,529 -16%
CCB
124
Country Club Bank
Missouri
$2.91M 78,798 +46,165 +141%
ECM
125
Evergreen Capital Management
Washington
$2.84M 76,791 +43,993 +134%
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5
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