XLRE icon

Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

675 hedge funds and large institutions have $4.36B invested in Real Estate Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 214 increasing their positions, 214 reducing their positions, and 59 closing their positions.

Holders
675
Holders Change
+90
Holders Change %
+15.38%
% of All Funds
9.9%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.23%
New
158
Increased
214
Reduced
214
Closed
59
Calls
$32.5M
Puts
$37.4M
Net Calls
-$4.96M
Net Calls Change
+$2.29M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$220M
2
Morgan Stanley
2
Morgan Stanley
New York
$404M
3
Creative Planning
3
Creative Planning
Kansas
$797M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$106M
5
Bank of America
5
Bank of America
North Carolina
$414M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$1.58M
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$1.44M
3
Bessemer Group
3
Bessemer Group
New Jersey
$3K
4
GB
4
Gunma Bank
Japan
$0
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$797M 19,890,374 +4,766,311 +32%
Bank of America
2
Bank of America
North Carolina
$414M 10,328,532 +1,219,558 +13%
Morgan Stanley
3
Morgan Stanley
New York
$404M 10,075,344 +5,375,106 +114%
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$220M 5,500,000 +5,500,000 New
LPL Financial
5
LPL Financial
California
$143M 3,569,461 +218,213 +7%
HIIFS
6
Harel Insurance Investments & Financial Services
Israel
$117M 2,918,968 -304 -0%
CCWM
7
Cassaday & Co Wealth Management
Virginia
$106M 2,651,354 +2,337,869 +746%
Caisse de Depot et Placement du Quebec (CDPQ)
8
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$83.9M 2,095,300 +604,700 +41%
PF
9
Phoenix Financial
Israel
$71.5M 1,584,380 – –
Ameriprise
10
Ameriprise
Minnesota
$67.3M 1,680,345 -174,289 -9%
Wells Fargo
11
Wells Fargo
California
$48.4M 1,207,086 +118,511 +11%
WWA
12
WCG Wealth Advisors
Nevada
$46.7M 1,165,138 -156,080 -12%
UBS Group
13
UBS Group
Switzerland
$42.9M 1,070,624 -183,124 -15%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$38.9M 972,240 +878,229 +934%
VMPIC
15
Varma Mutual Pension Insurance Co
Finland
$36.5M 910,000 +910,000 New
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$35.9M 894,947 +717,349 +404%
MTWSIF
17
Mivtachim The Workers Social Insurance Fund
Israel
$32.7M 816,000 +816,000 New
AA
18
ALPS Advisors
Colorado
$31.3M 780,299 +14,535 +2%
WG
19
Winton Group
United Kingdom
$30.9M 771,181 +76,492 +11%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$29.9M 747,007 +72,465 +11%
MD
21
Money Design
Japan
$27.6M 688,284 -43,839 -6%
FMI
22
Factory Mutual Insurance
Massachusetts
$26.4M 659,000 +659,000 New
HighTower Advisors
23
HighTower Advisors
Illinois
$26M 649,390 -11,144 -2%
Mariner
24
Mariner
Kansas
$25.8M 643,440 -54,702 -8%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$25M 623,043 +106,154 +21%
1
2 3 4 5