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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 %
GL
101
Graypoint LLC
New York
$5.31M 132,476 +26,050 +24%
BPA
102
Beacon Pointe Advisors
California
$5.2M 129,712 -8,986 -6%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$5.16M 128,794 -5,680 -4%
FEG
104
Financial Enhancement Group
Indiana
$5.11M 132,359 +132,359 New
PA
105
PSI Advisors
Florida
$5.08M 126,885 -1,003 -0.8%
FIA
106
Foundations Investment Advisors
Arizona
$5.08M 130,849 +130,849 New
CFG
107
Citizens Financial Group
Rhode Island
$5.06M 126,362 +100,121 +382%
WANY
108
Wealthspire Advisors (New York)
New York
$4.94M 123,362 +123,362 New
AI
109
Atria Investments
North Carolina
$4.94M 123,289 +22,350 +22%
TF
110
Trek Financial
Arizona
$4.93M 123,156 +40,655 +49%
M&T Bank
111
M&T Bank
New York
$4.92M 122,732 +1,597 +1%
FCM
112
Fortis Capital Management
Washington
$4.83M 120,589 +7 +0%
FM
113
Foster & Motley
Ohio
$4.73M 118,095 +17,916 +18%
HF
114
HRT Financial
New York
$4.71M 117,671 -124,946 -51%
MML Investors Services
115
MML Investors Services
Massachusetts
$4.63M 115,553 +17,239 +18%
SWM
116
Spire Wealth Management
Virginia
$4.57M 118,004 +12,712 +12%
BCM
117
Beaumont Capital Management
Massachusetts
$4.56M 113,843 +113,843 New
AP
118
Aspect Partners
Virginia
$4.53M 113,128 +113,128 New
LPT
119
Legacy Private Trust
Wisconsin
$4.46M 111,451 +29,574 +36%
CAC
120
Certified Advisory Corp
Florida
$4.38M 109,255 +12,985 +13%
WWM
121
Western Wealth Management
Colorado
$4.34M 108,326 +11,752 +12%
KHLMTHM
122
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.19M 104,758 +104,758 New
CIP
123
Capital Insight Partners
Arizona
$4.18M 104,326 -12,507 -11%
NA
124
NewEdge Advisors
Louisiana
$4.14M 106,110 -5,397 -5%
RCP
125
Rothschild Capital Partners
New York
$4.14M 103,251 +2,155 +2%
3 4
5
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