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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 %
FMTCOCP
151
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.28M 60,402 +2,045 +4%
RFA
152
RTD Financial Advisors
Pennsylvania
$2.27M 60,167 -1,746 -3%
CCT
153
Chemung Canal Trust
New York
$2.25M 59,566 -606 -1%
GWM
154
Geneos Wealth Management
Colorado
$2.23M 59,093 -1,831 -3%
AWM
155
AE Wealth Management
Kansas
$2.19M 57,995 -64,958 -53%
Squarepoint
156
Squarepoint
New York
$2.17M 57,652 -159,120 -73%
SI
157
Stephens Inc
Arkansas
$2.17M 57,560 +9,251 +19%
NB
158
NBT Bank
New York
$2.16M 57,215 -35 -0.1%
Walleye Capital
159
Walleye Capital
New York
$2.15M 57,165 +51,321 +878%
SG Americas Securities
160
SG Americas Securities
New York
$2.15M 57,060 -122,073 -68%
EA
161
Ellsworth Advisors
Ohio
$2.14M 56,707 -329 -0.6%
WF
162
Wayfinding Financial
Washington
$2.12M 55,880 -1,297 -2%
SWM
163
Solano Wealth Management
California
$2.02M 53,539 -385 -0.7%
CS
164
Credit Suisse
Switzerland
$2M 53,098 +12,046 +29%
KAS
165
Kestra Advisory Services
Texas
$1.99M 52,891 -1,273 -2%
JPMPWA
166
J.P. Morgan Private Wealth Advisors
California
$1.97M 52,215 -10,029 -16%
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$1.95M 51,694 +25,104 +94%
US Bancorp
168
US Bancorp
Minnesota
$1.86M 49,286 -6,382 -11%
PCFFS
169
Pacific Center for Financial Services
California
$1.82M 48,419 +3,259 +7%
WIC
170
Woodmont Investment Counsel
Tennessee
$1.8M 47,674 -13,694 -22%
IWC
171
Integrated Wealth Concepts
Massachusetts
$1.74M 46,082 +15,196 +49%
ZIG
172
Zurich Insurance Group
Switzerland
$1.73M 45,020 +12,990 +41%
BBL
173
Beck Bode LLC
Massachusetts
$1.72M 45,585 -3,109 -6%
KW
174
KWB Wealth
California
$1.71M 45,389 -35,376 -44%
TF
175
Trek Financial
Arizona
$1.69M 44,762 +6,679 +18%
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