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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 %
WAOTB
151
Wealth Advisors of Tampa Bay
Florida
$3.09M 77,046 -85,282 -53%
ONB
152
Old National Bancorp
Indiana
$3.07M 76,529 -4,186 -5%
JMFC
153
J.M. Forbes & Co
Massachusetts
$3.07M 76,511 -856 -1%
NECFA
154
New England Capital Financial Advisors
Connecticut
$3.01M 75,182 -6,664 -8%
CPA
155
Cardiff Park Advisors
California
$2.99M 74,591 +74,591 New
CA
156
CoreCap Advisors
Michigan
$2.96M 73,930 +62,888 +570%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$2.96M 73,820 -8,629 -10%
IC
158
Innealta Capital
Texas
$2.93M 73,259 +73,259 New
GWA
159
Gratus Wealth Advisors
Virginia
$2.92M 72,848 +72,848 New
CAM
160
Cresset Asset Management
Illinois
$2.86M 71,410 +7,413 +12%
ATPW
161
Ashton Thomas Private Wealth
Arizona
$2.86M 71,272 +55,858 +362%
AA
162
AlphaMark Advisors
Kentucky
$2.85M 71,244 -2,063 -3%
FMTCOCP
163
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.81M 70,116 +9,810 +16%
BHWM
164
Bar Harbor Wealth Management
New Hampshire
$2.74M 68,312 +1,980 +3%
MA
165
Montag & Associates
Georgia
$2.72M 68,018 +68,018 New
CPL
166
CAP Partners LLC
Tennessee
$2.7M 67,446 +67,446 New
Citadel Advisors
167
Citadel Advisors
Florida
$2.63M 65,748 +65,748 New
B
168
Bailard
California
$2.62M 65,403 +319 +0.5%
OWM
169
Olympus Wealth Management
Utah
$2.54M 63,451 +63,451 New
WS
170
Wedbush Securities
California
$2.48M 61,944 +61,944 New
NB
171
NBT Bank
New York
$2.46M 61,405 +195 +0.3%
B
172
Bridgeworth
Alabama
$2.4M 60,013 +12,079 +25%
IWM
173
IHT Wealth Management
Illinois
$2.37M 59,222 -4,447 -7%
GWM
174
Geneos Wealth Management
Colorado
$2.33M 58,127 -123 -0.2%
IA
175
IMZ Advisory
Florida
$2.31M 60,168 +60,168 New
5 6
7
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