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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 %
BFS
201
Bard Financial Services
Connecticut
$1.25M 33,049 -32,635 -50%
CW
202
CreativeOne Wealth
Kansas
$1.24M 32,975 +2,784 +9%
PTC
203
Private Trust Company
Ohio
$1.15M 30,575 -2,140 -7%
AFG
204
Arkansas Financial Group
Arkansas
$1.14M 30,378 +6,235 +26%
IPW
205
Intergy Private Wealth
Colorado
$1.14M 30,150 +7 +0%
CB
206
Centennial Bank
Arkansas
$1.14M 30,119 +4,550 +18%
CFG
207
Citizens Financial Group
Rhode Island
$1.13M 30,108 -19,412 -39%
MWA
208
MFA Wealth Advisors
Pennsylvania
$1.12M 29,741 +3,068 +12%
RW
209
RVW Wealth
California
$1.12M 29,670 -1,633 -5%
FAIM
210
Financial Advocates Investment Management
Washington
$1.11M 29,487 -3,590 -11%
WCFA
211
Walkner Condon Financial Advisors
Wisconsin
$1.1M 29,139 -4,605 -14%
ZIG
212
Zuckerman Investment Group
Illinois
$1.1M 29,093 +426 +1%
SCA
213
Stillwater Capital Advisors
Pennsylvania
$1.1M 29,083 +29,083 New
CWM
214
Congress Wealth Management
Massachusetts
$1.08M 28,610 -4,515 -14%
BFEC
215
Benjamin F. Edwards & Company
Missouri
$1.07M 28,490 +8,680 +44%
PSF
216
Pacific Sun Financial
California
$1.04M 27,892 +27,892 New
FA
217
Forefront Analytics
Pennsylvania
$1.04M 27,537 +272 +1%
MYIA
218
Mount Yale Investment Advisors
Colorado
$1.03M 27,459 +4,040 +17%
TF
219
TIAA FSB
Florida
$1.03M 27,373 -6,972 -20%
DSN
220
D. Scott Neal
Kentucky
$1.03M 27,292 -864 -3%
FFN
221
Focus Financial Network
Minnesota
$1.03M 27,253 -702 -3%
GCMG
222
Gyroscope Capital Management Group
Florida
$1.02M 27,078 +4,059 +18%
RWA
223
River Wealth Advisors
Pennsylvania
$1.02M 27,023 -1,684 -6%
EAM
224
Empirical Asset Management
Massachusetts
$1.02M 26,980 +1,490 +6%
CC
225
Callan Capital
California
$1.01M 26,826 +1,093 +4%
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