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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 %
EWA
176
EP Wealth Advisors
California
$1.68M 60 -443,636 -100%
SAG
177
SageView Advisory Group
California
$1.68M 44,585 +3,340 +8%
AWS
178
Atria Wealth Solutions
New York
$1.68M 44,573 -10,736 -19%
QFA
179
Quattro Financial Advisors
Texas
$1.68M 44,557 +1,757 +4%
EWM
180
Evercore Wealth Management
New York
$1.67M 44,395 +3,600 +9%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$1.66M 44,166 -3,388 -7%
1832 Asset Management
182
1832 Asset Management
Ontario, Canada
$1.66M 44,059 -179,508 -80%
PPWP
183
Proquility Private Wealth Partners
Nevada
$1.63M 43,183 +1,137 +3%
SIS
184
Sound Income Strategies
Florida
$1.6M 42,555 +2,280 +6%
GLA
185
Good Life Advisors
Pennsylvania
$1.56M 41,513 +186 +0.5%
CC
186
Centiva Capital
New York
$1.52M 40,245 +25,114 +166%
RWA
187
Rooted Wealth Advisors
Illinois
$1.51M 39,625 +39,625 New
HWA
188
HHM Wealth Advisors
Tennessee
$1.43M 38,008 +538 +1%
SFA
189
Sequoia Financial Advisors
Ohio
$1.42M 37,722 -50,692 -57%
BCWM
190
Bartlett & Co Wealth Management
Ohio
$1.4M 37,016 -1,570 -4%
BC
191
Bartlett & Co
Ohio
$1.4M 37,016 -1,570 -4%
LA
192
LexAurum Advisors
Kansas
$1.37M 36,424 +5 +0%
HI
193
Harbour Investments
Wisconsin
$1.33M 35,265 -2,851 -7%
FHA
194
Flagship Harbor Advisors
Massachusetts
$1.32M 34,972 +2,054 +6%
PRS
195
Pinkerton Retirement Specialists
Idaho
$1.28M 33,882 -113 -0.3%
CA
196
Cetera Advisors
Colorado
$1.26M 33,338 -24,577 -42%
CM
197
Caption Management
Oklahoma
$1.26M 33,300 +33,300 New
FMC
198
First Merchants Corp
Indiana
$1.25M 33,257 -61,662 -65%
GRP
199
Global Retirement Partners
California
$1.25M 33,222 +79 +0.2%
CAL
200
Capital Advisors Ltd
Ohio
$1.25M 33,212 -596 -2%
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