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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 %
HWA
201
HHM Wealth Advisors
Tennessee
$1.16M 31,505 +16,912 +116%
BCM
202
Bayesian Capital Management
New York
$1.16M 31,500 +31,500 New
PTC
203
Private Trust Company
Ohio
$1.16M 31,472 -1,422 -4%
CWM
204
Congress Wealth Management
Massachusetts
$1.16M 31,327 -96,591 -76%
IPW
205
Intergy Private Wealth
Colorado
$1.14M 30,928 -666 -2%
CWM
206
Castle Wealth Management
Florida
$1.13M 30,617 +18,989 +163%
LA
207
LexAurum Advisors
Kansas
$1.12M 30,422 -4,492 -13%
ASN
208
Advisory Services Network
Georgia
$1.1M 29,900 +7,960 +36%
ZIG
209
Zurich Insurance Group
Switzerland
$1.09M 32,030 – –
PRS
210
Pinkerton Retirement Specialists
Idaho
$1.09M 29,419 +2,097 +8%
WAM
211
Weinberger Asset Management
California
$1.09M 29,406 -6,568 -18%
FA
212
Forefront Analytics
Pennsylvania
$1.08M 29,241 +29,241 New
EWM
213
Evercore Wealth Management
New York
$1.06M 28,662 -11,478 -29%
IF
214
Intrua Financial
Texas
$1.05M 26,961 -10,695 -28%
OC
215
Oppenheimer & Co
New York
$1.04M 28,199 -1,873 -6%
RWA
216
River Wealth Advisors
Pennsylvania
$1.04M 28,093 +1,402 +5%
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$1.03M 27,992 -9,482 -25%
SI
218
Stephens Inc
Arkansas
$1.01M 27,432 +14,749 +116%
PSF
219
Pacific Sun Financial
California
$1.01M 27,356 +994 +4%
AWM
220
Atticus Wealth Management
Florida
$1.01M 27,326 +8,358 +44%
MFG
221
Merit Financial Group
Georgia
$1.01M 27,311 +21,618 +380%
PA
222
PFG Advisors
Arizona
$971K 26,302 +9,881 +60%
RSWM
223
Robertson Stephens Wealth Management
California
$962K 26,060 +11,175 +75%
ZIG
224
Zuckerman Investment Group
Illinois
$961K 26,018 +9,242 +55%
CC
225
Callan Capital
California
$961K 26,018 -770 -3%
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9
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