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Real Estate Select Sector SPDR Fund

583 hedge funds and large institutions have $3B invested in Real Estate Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 217 increasing their positions, 208 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
-28
Holders Change %
-4.58%
% of All Funds
9.33%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
64
Increased
217
Reduced
208
Closed
76
Calls
$14.8M
Puts
$30M
Net Calls
-$15.2M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RW
201
RVW Wealth
California
$1.17M -$10.2K -272 -0.9%
IWC
202
Integrated Wealth Concepts
Massachusetts
$1.16M +$383K +10,239 +50%
CTC
203
Central Trust Company
Missouri
$1.15M -$172K -4,598 -13%
IF
204
Intrua Financial
Texas
$1.15M +$148K +3,982 +15%
CW
205
CreativeOne Wealth
Kansas
$1.13M +$252K +6,732 +29%
IPW
206
Intergy Private Wealth
Colorado
$1.13M -$29.3K -785 -3%
CWM
207
Cornerstone Wealth Management
Missouri
$1.1M +$1.1M +29,368 New
LNC
208
Lincoln National Corp
Pennsylvania
$1.08M +$273K +7,301 +34%
RWA
209
River Wealth Advisors
Pennsylvania
$1.07M +$23K +614 +2%
ZIG
210
Zuckerman Investment Group
Illinois
$1.07M +$99K +2,649 +10%
DSN
211
D. Scott Neal
Kentucky
$1.05M -$159K -4,257 -13%
FFN
212
Focus Financial Network
Minnesota
$1.04M +$144K +3,865 +16%
WAM
213
Weinberger Asset Management
California
$1.03M -$70.1K -1,874 -6%
FA
214
Forefront Analytics
Pennsylvania
$1.02M -$73.9K -1,976 -7%
OC
215
Oppenheimer & Co
New York
$1.01M -$47.7K -1,275 -5%
Wealth Enhancement Advisory Services
216
Wealth Enhancement Advisory Services
Minnesota
$1M +$680K +18,185 +211%
MWA
217
MFA Wealth Advisors
Pennsylvania
$997K +$38.2K +1,023 +4%
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$994K +$555K +14,854 +127%
TCOO
219
Trust Company of Oklahoma
Oklahoma
$975K +$10.1K +269 +1%
ZIG
220
Zullo Investment Group
Pennsylvania
$966K +$23.9K +639 +3%
CC
221
Callan Capital
California
$962K -$10.7K -285 -1%
CC
222
Cypress Capital
Tennessee
$959K +$46.5K +1,244 +5%
CB
223
Centennial Bank
Arkansas
$956K +$121K +3,225 +14%
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
$954K +$9.22K +248 +1%
EAM
225
Empirical Asset Management
Massachusetts
$953K +$36.1K +966 +4%