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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 %
PWAC
126
Private Wealth Advisors (California)
California
$4.09M 102,029 +102,029 New
NMG
127
New Millennium Group
Utah
$4.01M 100,100 +99,154 +10,481%
AAS
128
Asset Allocation Strategies
Michigan
$3.9M 97,236 -18,887 -16%
VF
129
Virtu Financial
New York
$3.86M 96,459 -64,841 -40%
EH
130
Equitable Holdings
New York
$3.83M 95,569 +3,433 +4%
GWA
131
GGM Wealth Advisors
Maryland
$3.77M 97,882 +97,882 New
SW
132
StrongBox Wealth
Missouri
$3.7M 92,244 -4,660 -5%
ECM
133
Evergreen Capital Management
Washington
$3.62M 90,422 +5,161 +6%
CAL
134
Capital Analysts LLC
Pennsylvania
$3.61M 90,065 -188 -0.2%
1SB
135
1ST Source Bank
Indiana
$3.61M 89,998 -982 -1%
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$3.59M 89,643 +6,894 +8%
Truist Financial
137
Truist Financial
North Carolina
$3.5M 87,271 +32,295 +59%
BCI
138
Brinker Capital Investments
Pennsylvania
$3.38M 84,736 -5,107 -6%
OPS
139
Orion Portfolio Solutions
Nebraska
$3.38M 84,736 -5,107 -6%
BBP
140
Banco BTG Pactual
Brazil
$3.35M 82,615 +21,103 +34%
CTA
141
Chesley Taft & Associates
Illinois
$3.3M 82,351 +925 +1%
KIA
142
KCM Investment Advisors
California
$3.29M 82,236 -18,728 -19%
NCM
143
Nelson Capital Management
California
$3.27M 81,521 -14,877 -15%
JFG
144
Jefferies Financial Group
New York
$3.24M 80,809 +80,809 New
Northern Trust
145
Northern Trust
Illinois
$3.23M 80,653 -3,350 -4%
AWM
146
Axxcess Wealth Management
California
$3.21M 80,129 +17,510 +28%
JWA
147
JFS Wealth Advisors
Pennsylvania
$3.2M 79,864 +2,959 +4%
CTI
148
Community Trust & Investment
Kentucky
$3.19M 79,646 -381 -0.5%
PAG
149
Paladin Advisory Group
Iowa
$3.16M 78,870 +8,805 +13%
VIA
150
Vickerman Investment Advisors
Washington
$3.09M 77,095 -4,622 -6%
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