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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 %
EA
151
Ellsworth Advisors
Ohio
$2.17M 55,577 -5,586 -9%
VIA
152
Vickerman Investment Advisors
Washington
$2.15M 58,124 +27,948 +93%
KAS
153
Kestra Advisory Services
Texas
$2.13M 57,791 -12,826 -18%
GWM
154
Geneos Wealth Management
Colorado
$2.13M 57,743 +287 +0.5%
NB
155
NBT Bank
New York
$2.11M 57,201 -16 -0%
AWS
156
Atria Wealth Solutions
New York
$2.02M 54,660 -5,757 -10%
BBL
157
Beck Bode LLC
Massachusetts
$1.97M 53,245 -387 -0.7%
FMTCOCP
158
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.94M 52,495 +350 +0.7%
Walleye Capital
159
Walleye Capital
New York
$1.94M 52,442 +16,979 +48%
UAS
160
United Asset Strategies
New York
$1.92M 51,981 +41,547 +398%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$1.92M 51,947 +19,967 +62%
FPAS
162
Focus Partners Advisor Solutions
Missouri
$1.86M 50,357 +30,034 +148%
SAG
163
SageView Advisory Group
California
$1.85M 50,133 +50,133 New
NA
164
NewEdge Advisors
Louisiana
$1.8M 73,809 +9,211 +14%
PAM
165
Palisade Asset Management
Minnesota
$1.79M 48,355 +48,355 New
B
166
Bridgeworth
Alabama
$1.78M 48,073 +48,073 New
NMG
167
New Millennium Group
Utah
$1.76M 47,609 -3,227 -6%
ARG
168
Advisory Resource Group
Oklahoma
$1.76M 47,604 -32,887 -41%
HIS
169
Horizon Investment Services
Indiana
$1.75M 47,484 +47,484 New
TF
170
Trek Financial
Arizona
$1.69M 45,668 -10,867 -19%
TSS
171
Two Sigma Securities
New York
$1.67M 45,113 +45,113 New
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$1.66M 45,066 +27,000 +149%
TI
173
Tidal Investments
Wisconsin
$1.61M 43,691 +43,691 New
SWP
174
Stratos Wealth Partners
Ohio
$1.57M 42,545 -13,764 -24%
DWM
175
Dakota Wealth Management
Florida
$1.56M 42,145 -536 -1%
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