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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 %
CFD
176
Creative Financial Designs
Indiana
$2.3M 57,343 -20,944 -27%
CF
177
Centaurus Financial
California
$2.3M 57,322 +17,618 +44%
SSA
178
Schonfeld Strategic Advisors
New York
$2.25M 56,155 +56,155 New
EA
179
Ellsworth Advisors
Ohio
$2.24M 55,977 +281 +0.5%
WA
180
WBH Advisory
Maryland
$2.24M 55,793 -16,280 -23%
PWM
181
Prentice Wealth Management
New York
$2.22M 55,401 +1,438 +3%
SWM
182
Solano Wealth Management
California
$2.21M 55,083 +1,495 +3%
ARC
183
Advisor Resource Council
Texas
$2.17M 54,157 +54,157 New
CA
184
Cetera Advisors
Colorado
$2.15M 53,752 +19,313 +56%
GS
185
GTS Securities
New York
$2.15M 53,620 -72,479 -57%
AWS
186
Atria Wealth Solutions
New York
$2.13M 53,142 +10,696 +25%
PCFFS
187
Pacific Center for Financial Services
California
$2.1M 52,425 +1,630 +3%
BAAM
188
Baker Avenue Asset Management
California
$2.08M 52,001 +29,483 +131%
EWA
189
EP Wealth Advisors
California
$2.08M 51,885 -9,714 -16%
AFG
190
Arkansas Financial Group
Arkansas
$2.07M 51,795 +12,393 +31%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$2.05M 51,115 +8,826 +21%
MA
192
Mutual Advisors
Nebraska
$2.02M 50,485 -47,540 -48%
SIS
193
Sound Income Strategies
Florida
$1.97M 49,075 +3,721 +8%
SI
194
Stephens Inc
Arkansas
$1.96M 49,017 +2,742 +6%
ACM
195
Alpha Capital Management
Texas
$1.96M 48,900 +48,900 New
IWC
196
Integrated Wealth Concepts
Massachusetts
$1.95M 48,665 -18,662 -28%
William Blair & Company
197
William Blair & Company
Illinois
$1.89M 47,077 -514 -1%
CWM
198
Castle Wealth Management
Florida
$1.85M 46,081 +46,081 New
EWM
199
Evercore Wealth Management
New York
$1.78M 44,530 +135 +0.3%
ZIG
200
Zurich Insurance Group
Switzerland
$1.78M 45,020 – –
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