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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 %
Creative Planning
1
Creative Planning
Kansas
$423M 11,219,432 +4,604,451 +70%
Bank of America
2
Bank of America
North Carolina
$369M 9,791,395 -5,773,250 -37%
Morgan Stanley
3
Morgan Stanley
New York
$193M 5,127,353 -128,672 -2%
LPL Financial
4
LPL Financial
California
$136M 3,612,617 -314,546 -8%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$110M 2,919,023 -298 -0%
Ameriprise
6
Ameriprise
Minnesota
$69.4M 1,841,384 -135,298 -7%
PF
7
Phoenix Financial
Israel
$59.7M 1,584,380 – –
UBS Group
8
UBS Group
Switzerland
$57.1M 1,513,790 +67,254 +5%
WWA
9
WCG Wealth Advisors
Nevada
$47M 1,247,943 +215,376 +21%
Wells Fargo
10
Wells Fargo
California
$42.9M 1,137,074 +32,403 +3%
PCH
11
PGIM Custom Harvest
New Jersey
$42.8M 1,134,535 +3,065 +0.3%
Millennium Management
12
Millennium Management
New York
$41.7M 1,106,681 +1,106,681 New
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$32.7M 866,975 +317,173 +58%
Goldman Sachs
14
Goldman Sachs
New York
$31.6M 838,298 -177,759 -17%
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.5M 784,000 +784,000 New
AA
16
ALPS Advisors
Colorado
$27.4M 727,154 -31,444 -4%
KWM
17
Kingsview Wealth Management
Oregon
$27.1M 719,184 +35,555 +5%
MD
18
Money Design
Japan
$26.7M 707,225 -17,997 -2%
CCM
19
Cullen Capital Management
New York
$26.6M 706,188 +706,188 New
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$24.6M 331,658 +275,808 +494%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$23.7M 627,545 +83,573 +15%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$23.5M 622,563 +81,267 +15%
Mariner
23
Mariner
Kansas
$23.3M 617,210 +33,213 +6%
HighTower Advisors
24
HighTower Advisors
Illinois
$22.1M 586,529 +82,722 +16%
AOI
25
Auto-Owners Insurance
Michigan
$22M 584,048 – –
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