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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

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.

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

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$247M
2
EWA
2
EP Wealth Advisors
California
$33.1M
3
KWM
3
Kingsview Wealth Management
Oregon
$25.6M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$24.7M
5
Squarepoint
5
Squarepoint
New York
$8.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$582M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20.6M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$11.1M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$58.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$582M 15,564,645 -4,717,766 -23%
Creative Planning
2
Creative Planning
Kansas
$247M 6,614,981 +3,749,706 +131%
Morgan Stanley
3
Morgan Stanley
New York
$196M 5,256,025 -484,003 -8%
LPL Financial
4
LPL Financial
California
$147M 3,927,163 -318,538 -8%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$109M 2,919,321 +83 +0%
Ameriprise
6
Ameriprise
Minnesota
$73.9M 1,976,682 +54,618 +3%
PF
7
Phoenix Financial
Israel
$59.2M 1,584,380 – –
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$58.5M 1,564,327 -683,634 -30%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$58M 1,550,350 +46,743 +3%
UBS Group
10
UBS Group
Switzerland
$54.1M 1,446,536 +65,402 +5%
BlackRock
11
BlackRock
New York
$50.4M 1,346,991 -681,319 -34%
PCH
12
PGIM Custom Harvest
New Jersey
$42.3M 1,131,470 +136,760 +14%
Wells Fargo
13
Wells Fargo
California
$41.3M 1,104,671 -15,311 -1%
WWA
14
WCG Wealth Advisors
Nevada
$38.6M 1,032,567 +74,600 +8%
Goldman Sachs
15
Goldman Sachs
New York
$38M 1,016,057 +181,542 +22%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$36.8M 984,712 +56,089 +6%
EWA
17
EP Wealth Advisors
California
$33.1M 443,696 +430,292 +3,210%
AA
18
ALPS Advisors
Colorado
$28.4M 758,598 +129,591 +21%
MD
19
Money Design
Japan
$27.1M 725,222 +51,329 +8%
KWM
20
Kingsview Wealth Management
Oregon
$25.6M 683,629 +664,704 +3,512%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$24.7M 661,000 +661,000 New
AOI
22
Auto-Owners Insurance
Michigan
$21.8M 584,048 – –
Mariner
23
Mariner
Kansas
$21.8M 583,997 -13,241 -2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$20.6M 549,802 -2,381,380 -81%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$20.3M 543,972 -112,795 -17%
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