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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

589 hedge funds and large institutions have $2.95B invested in Real Estate Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 206 increasing their positions, 224 reducing their positions, and 58 closing their positions.

Holders
589
Holders Change
+6
Holders Change %
+1.03%
% of All Funds
9.29%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
72
Increased
206
Reduced
224
Closed
58
Calls
$13.7M
Puts
$21.9M
Net Calls
-$8.21M
Net Calls Change
+$7M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$423M
2
Millennium Management
2
Millennium Management
New York
$41.7M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.5M
4
CCM
4
Cullen Capital Management
New York
$26.6M
5
QIM
5
Quantitative Investment Management
Virginia
$21.4M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.68M
2
Bank of America
2
Bank of America
North Carolina
$369M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$11M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.9M
5
BlackRock
5
BlackRock
New York
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
CTI
126
Community Trust & Investment
Kentucky
$3.07M 81,350 +1,776 +2%
WAOTB
127
Wealth Advisors of Tampa Bay
Florida
$3.03M 80,394 -270 -0.3%
JF
128
Jump Financial
Illinois
$2.94M 78,088 -13,752 -15%
PFO
129
Pathstone Family Office
New Jersey
$2.94M 78,009 +134 +0.2%
NECFA
130
New England Capital Financial Advisors
Connecticut
$2.93M 77,762 +3,599 +5%
IWM
131
IHT Wealth Management
Illinois
$2.92M 77,588 +3,636 +5%
SOADOR
132
State of Alaska Department of Revenue
Alaska
$2.92M 77,462 +77,462 New
JWA
133
JFS Wealth Advisors
Pennsylvania
$2.9M 77,062 +2,656 +4%
EP
134
Eudaimonia Partners
Tennessee
$2.87M 76,197 -14,032 -16%
CTA
135
Chesley Taft & Associates
Illinois
$2.86M 75,760 +6,275 +9%
B
136
Bailard
California
$2.76M 73,279 +4,985 +7%
TI
137
Tidal Investments
Wisconsin
$2.73M 72,416 +24,770 +52%
AA
138
AlphaMark Advisors
Kentucky
$2.69M 71,462 -11,196 -14%
PAG
139
Paladin Advisory Group
Iowa
$2.64M 70,065 -17,092 -20%
DFCM
140
Dark Forest Capital Management
Puerto Rico
$2.6M 68,942 +46,238 +204%
WA
141
WBH Advisory
Maryland
$2.58M 68,527 -470 -0.7%
SW
142
Signify Wealth
Missouri
$2.58M 68,344 +68,344 New
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$2.57M 68,304 -15,665 -19%
JMFC
144
J.M. Forbes & Co
Massachusetts
$2.55M 67,517 +67,517 New
BHWM
145
Bar Harbor Wealth Management
New Hampshire
$2.49M 66,065 +75 +0.1%
CF
146
Clarity Financial
Texas
$2.43M 64,498 +64,498 New
CAM
147
Cresset Asset Management
Illinois
$2.41M 63,945 +5,071 +9%
B
148
Bridgeworth
Alabama
$2.37M 62,795 +5,950 +10%
AWM
149
Axxcess Wealth Management
California
$2.36M 62,663 +9,407 +18%
V
150
Veritable
Delaware
$2.29M 60,672 -806 -1%
4 5
6
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