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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 %
TF
176
TIAA FSB
Florida
$1.55M 42,051 -15,269 -27%
AI
177
Atria Investments
North Carolina
$1.51M 40,951 +7,253 +22%
FAIM
178
Financial Advocates Investment Management
Washington
$1.51M 31,941 +9,975 +45%
GLA
179
Good Life Advisors
Pennsylvania
$1.49M 40,398 +456 +1%
BCWM
180
Bartlett & Co Wealth Management
Ohio
$1.45M 39,216 +38,871 +11,267%
BC
181
Bartlett & Co
Ohio
$1.45M 39,216 +38,871 +11,267%
SIS
182
Sound Income Strategies
Florida
$1.4M 37,839 +3,174 +9%
CTC
183
Central Trust Company
Missouri
$1.31M 35,447 -6,977 -16%
FLPIM
184
F.L. Putnam Investment Management
Massachusetts
$1.27M 34,328 +26,979 +367%
WCFA
185
Walkner Condon Financial Advisors
Wisconsin
$1.26M 34,227 -2,514 -7%
GRP
186
Global Retirement Partners
California
$1.26M 33,999 -16,080 -32%
Marshall Wace
187
Marshall Wace
United Kingdom
$1.25M 33,962 +33,962 New
CAL
188
Capital Advisors Ltd
Ohio
$1.25M 33,805 -4,019 -11%
LRWA
189
Long Run Wealth Advisors
New York
$1.23M 33,395 +3,270 +11%
PG
190
Proffitt & Goodson
Tennessee
$1.21M 32,711 +696 +2%
FHA
191
Flagship Harbor Advisors
Massachusetts
$1.21M 32,703 -1,717 -5%
CPG
192
Cornerstone Planning Group
New Jersey
$1.21M 31,146 +31,146 New
CCM
193
Cribstone Capital Management
Maine
$1.2M 32,451 +3,628 +13%
DSN
194
D. Scott Neal
Kentucky
$1.2M 32,413 -463 -1%
CAM
195
Cresset Asset Management
Illinois
$1.19M 58,313 +29,597 +103%
HI
196
Harbour Investments
Wisconsin
$1.18M 32,045 -3,809 -11%
CRI
197
Colonial River Investments
Virginia
$1.18M 32,038 -461 -1%
RFA
198
RTD Financial Advisors
Pennsylvania
$1.18M 31,980 +4,607 +17%
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$1.18M 31,952 -668 -2%
RW
200
RVW Wealth
California
$1.17M 31,575 +213 +0.7%
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