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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 %
Bank of America
1
Bank of America
North Carolina
$749M 20,282,411 -1,047,765 -5%
Morgan Stanley
2
Morgan Stanley
New York
$212M 5,740,028 +706,230 +14%
LPL Financial
3
LPL Financial
California
$157M 4,245,701 -1,570,437 -27%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$108M 2,931,182 +2,578,869 +732%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$108M 2,919,238 -295 -0%
Creative Planning
6
Creative Planning
Kansas
$106M 2,865,275 +2,845,145 +14,134%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$105M 2,845,000 +2,574,000 +950%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$83M 2,247,961 -93,047 -4%
BlackRock
9
BlackRock
New York
$74.9M 2,028,310 -37,242 -2%
Ameriprise
10
Ameriprise
Minnesota
$71M 1,922,064 -395,580 -17%
PF
11
Phoenix Financial
Israel
$58.5M 1,584,380 – –
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$55.5M 1,503,607 -55,724 -4%
UBS Group
13
UBS Group
Switzerland
$51M 1,381,134 +127,191 +10%
Wells Fargo
14
Wells Fargo
California
$41.4M 1,119,982 -75,759 -6%
CCWM
15
Cassaday & Co Wealth Management
Virginia
$38.2M 1,034,560 +1,034,560 New
PCH
16
PGIM Custom Harvest
New Jersey
$36.7M 994,710 +994,710 New
WWA
17
WCG Wealth Advisors
Nevada
$35.4M 957,967 +934,730 +4,023%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$34.3M 928,623 -23,413 -2%
Goldman Sachs
19
Goldman Sachs
New York
$30.8M 834,515 -164,544 -16%
MD
20
Money Design
Japan
$24.9M 673,893 +83,887 +14%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$24.3M 656,767 -25,262 -4%
AA
22
ALPS Advisors
Colorado
$23.2M 629,007 -20,002 -3%
Mariner
23
Mariner
Kansas
$22.2M 597,238 +187,127 +46%
SGI
24
Swan Global Investments
Colorado
$22M 572,247 -17,507 -3%
AOI
25
Auto-Owners Insurance
Michigan
$21.6M 584,048 +584,048 New
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