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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 %
AWE
126
Avidian Wealth Enterprises
Texas
$2.84M 76,771 +14,256 +23%
NECFA
127
New England Capital Financial Advisors
Connecticut
$2.82M 71,938 +71,938 New
BFS
128
Bard Financial Services
Connecticut
$2.81M 75,945 +22,974 +43%
AA
129
AlphaMark Advisors
Kentucky
$2.71M 73,456 -6,764 -8%
TRCT
130
Tower Research Capital (TRC)
New York
$2.67M 72,368 -235,948 -77%
IWM
131
IHT Wealth Management
Illinois
$2.67M 72,339 -6,542 -8%
TAS
132
TIFF Advisory Services
Pennsylvania
$2.67M 72,301 -188,414 -72%
B
133
Bailard
California
$2.59M 69,998 -462 -0.7%
SW
134
Signify Wealth
Missouri
$2.58M 69,889 +69,889 New
JPMPWA
135
J.P. Morgan Private Wealth Advisors
California
$2.54M 68,910 -8,376 -11%
CTI
136
Community Trust & Investment
Kentucky
$2.54M 68,649 -829 -1%
KIA
137
KCM Investment Advisors
California
$2.52M 68,358 +340 +0.5%
JWA
138
JFS Wealth Advisors
Pennsylvania
$2.51M 67,982 +4,252 +7%
CF
139
Clarity Financial
Texas
$2.48M 67,250 +7,447 +12%
EFS
140
Econ Financial Services
Pennsylvania
$2.46M 66,643 +267 +0.4%
BHWM
141
Bar Harbor Wealth Management
New Hampshire
$2.45M 66,235 +1,883 +3%
CAC
142
Core Alternative Capital
Georgia
$2.44M 66,152 +66,152 New
CTA
143
Chesley Taft & Associates
Illinois
$2.41M 65,255 +3,300 +5%
PG
144
Prostatis Group
Maryland
$2.39M 64,606 +64,606 New
US Bancorp
145
US Bancorp
Minnesota
$2.39M 64,603 +4,338 +7%
MIH
146
Meitav Investment House
Israel
$2.37M 63,289 -145 -0.2%
CS
147
Credit Suisse
Switzerland
$2.36M 63,913 +38,691 +153%
V
148
Veritable
Delaware
$2.27M 61,478 -10,519 -15%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$2.19M 59,202 +53,573 +952%
CA
150
Cetera Advisors
Colorado
$2.18M 58,951 -8,331 -12%
4 5
6
7 8