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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.

New
Increased
Maintained
Reduced
Closed
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
Creative Planning
Kansas
$247M
2
EWA
EP Wealth Advisors
California
$33.1M
3
KWM
Kingsview Wealth Management
Oregon
$25.6M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$24.7M
5
Squarepoint
Squarepoint
New York
$8.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$582M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.6M
4
CCWM
Cassaday & Co Wealth Management
Virginia
$11.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
126
Avidian Wealth Enterprises
Texas
$2.98M +$113K +3,011 +4%
CTI
127
Community Trust & Investment
Kentucky
$2.97M +$408K +10,925 +16%
VF
128
Virtu Financial
New York
$2.94M -$2.54M -67,964 -46%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$2.93M +$1.25M +33,447 +74%
PFO
130
Pathstone Family Office
New Jersey
$2.91M +$2.91M +77,875 New
JWA
131
JFS Wealth Advisors
Pennsylvania
$2.78M +$240K +6,424 +9%
NECFA
132
New England Capital Financial Advisors
Connecticut
$2.77M +$83.2K +2,225 +3%
IWM
133
IHT Wealth Management
Illinois
$2.76M +$60.3K +1,613 +2%
SWM
134
Spire Wealth Management
Virginia
$2.75M +$2.68M +71,728 +3,834%
Truist Financial
135
Truist Financial
North Carolina
$2.61M -$1.42M -37,950 -35%
CTA
136
Chesley Taft & Associates
Illinois
$2.6M +$158K +4,230 +6%
WA
137
WBH Advisory
Maryland
$2.58M +$2.58M +68,997 New
B
138
Bailard
California
$2.55M -$63.7K -1,704 -2%
BHWM
139
Bar Harbor Wealth Management
New Hampshire
$2.47M -$9.16K -245 -0.4%
BFS
140
Bard Financial Services
Connecticut
$2.46M -$384K -10,261 -14%
MIH
141
Meitav Investment House
Israel
$2.45M +$39.3K +1,034 +2%
JPMPWA
142
J.P. Morgan Private Wealth Advisors
California
$2.33M -$249K -6,666 -10%
RFA
143
RTD Financial Advisors
Pennsylvania
$2.31M +$1.12M +29,933 +94%
V
144
Veritable
Delaware
$2.3M – – –
WIC
145
Woodmont Investment Counsel
Tennessee
$2.29M -$1.93M -51,628 -46%
GWM
146
Geneos Wealth Management
Colorado
$2.28M +$119K +3,181 +6%
CCT
147
Chemung Canal Trust
New York
$2.25M -$2.53M -67,655 -53%
FPAS
148
Focus Partners Advisor Solutions
Missouri
$2.21M +$328K +8,767 +17%
CAM
149
Cresset Asset Management
Illinois
$2.2M +$21K +561 +1%
FMTCOCP
150
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.18M +$219K +5,862 +11%
4 5
6
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