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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 %
FMC
101
First Merchants Corp
Indiana
$3.55M 94,919 +1,558 +2%
CAL
102
Capital Analysts LLC
Pennsylvania
$3.51M 93,846 -955 -1%
JF
103
Jump Financial
Illinois
$3.43M 91,840 +71,920 +361%
1SB
104
1ST Source Bank
Indiana
$3.42M 91,482 +11,486 +14%
EP
105
Eudaimonia Partners
Tennessee
$3.37M 90,229 +3,853 +4%
WWM
106
Western Wealth Management
Colorado
$3.36M 89,820 +684 +0.8%
OPS
107
Orion Portfolio Solutions
Nebraska
$3.35M 89,487 -182 -0.2%
BCI
108
Brinker Capital Investments
Pennsylvania
$3.35M 89,487 +89,487 New
FM
109
Foster & Motley
Ohio
$3.33M 88,982 +426 +0.5%
SFA
110
Sequoia Financial Advisors
Ohio
$3.3M 88,414 -55,052 -38%
WA
111
Win Advisors
Florida
$3.29M 87,899 +87,698 +43,631%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$3.28M 87,759 -10,845 -11%
PAG
113
Paladin Advisory Group
Iowa
$3.26M 87,157 +87,157 New
LCM
114
LDR Capital Management
New York
$3.2M 85,605 – –
ECM
115
Evergreen Capital Management
Washington
$3.18M 85,170 +8,379 +11%
EH
116
Equitable Holdings
New York
$3.14M 84,075 +1,596 +2%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$3.14M 83,969 -20,114 -19%
AA
118
AlphaMark Advisors
Kentucky
$3.09M 82,658 +9,202 +13%
LPT
119
Legacy Private Trust
Wisconsin
$3.09M 82,596 +2,104 +3%
GL
120
Graypoint LLC
New York
$3.08M 82,275 -7,961 -9%
MML Investors Services
121
MML Investors Services
Massachusetts
$3.06M 81,750 -42,075 -34%
M1FG
122
Mach-1 Financial Group
Arkansas
$3.03M 81 +81 New
NA
123
NewEdge Advisors
Louisiana
$3.02M 80,858 +7,049 +10%
WAOTB
124
Wealth Advisors of Tampa Bay
Florida
$3.02M 80,664 +389 +0.5%
KW
125
KWB Wealth
California
$2.98M 80,765 -337 -0.4%
3 4
5
6 7