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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

541 hedge funds and large institutions have $2.63B invested in Real Estate Select Sector SPDR Fund in 2021 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 229 increasing their positions, 124 reducing their positions, and 36 closing their positions.

Holders
541
Holders Change
+36
Holders Change %
+7.13%
% of All Funds
9.5%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
82
Increased
229
Reduced
124
Closed
36
Calls
$8.73M
Puts
$34.3M
Net Calls
-$25.6M
Net Calls Change
-$24.8M

Top Buyers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$131M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$75.7M
3
LPL Financial
3
LPL Financial
California
$217M
4
Bank of America
4
Bank of America
North Carolina
$167M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$82.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.8M
2
SCA
2
Stuart Chaussee & Associates
California
$0
3
PWAG
3
Polaris Wealth Advisory Group
California
$0
4
Wolverine Trading
4
Wolverine Trading
Illinois
$2.8M
5
ARC
5
Advisor Resource Council
Texas
$2.99M
Name Market Value Shares Shares
Change 		Shares
Change %
KFS
226
Kaizen Financial Strategies
California
$963K 21,666 +21,666 New
Creative Planning
227
Creative Planning
Kansas
$958K 21,547 +2,407 +13%
BO
228
BRR OpCo
Ohio
$956K 21,497 +6,642 +45%
BCM
229
Boltwood Capital Management
California
$954K 21,468 -354 -2%
WFA
230
West Financial Advisors
Iowa
$948K 21,324 +5,663 +36%
BA
231
Ballast Advisors
Minnesota
$935K 21,043 +536 +3%
IA
232
IFP Advisors
Florida
$929K 20,084 -17,198 -46%
CRWM
233
Castle Rock Wealth Management
California
$926K 19,199 +1,549 +9%
FMTCOCP
234
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$924K 20,780 -1,970 -9%
RCA
235
Ranch Capital Advisors
Florida
$918K 20,643 +20,643 New
CAM
236
Carret Asset Management
New York
$917K 20,620 +500 +2%
Ensign Peak Advisors
237
Ensign Peak Advisors
Utah
$916K 20,600 +20,600 New
BF
238
BOK Financial
Oklahoma
$888K 19,970 +19,970 New
FHA
239
Flagship Harbor Advisors
Massachusetts
$873K 19,690 – –
PCFFS
240
Pacific Center for Financial Services
California
$868K 19,532 +5,305 +37%
LBD
241
Landsberg Bennett & Dubbaneh
Florida
$853K 18,993 +18,993 New
DLHL
242
Donald L. Hagan LLC
Florida
$850K 19,122 -251 -1%
AF
243
Advisornet Financial
Minnesota
$842K 18,934 +17,793 +1,559%
KM
244
Kalos Management
Georgia
$832K 17,272 +17,272 New
CCM
245
Cribstone Capital Management
Maine
$831K 18,687 -917 -5%
CC
246
Callan Capital
California
$820K 18,453 +63 +0.3%
CI
247
Clal Insurance
Israel
$800K 18,000 – –
APW
248
Aurora Private Wealth
New Jersey
$766K 17,222 +1,471 +9%
IFAM
249
Institutional & Family Asset Management
Colorado
$756K 17,015 +480 +3%
CAC
250
Core Alternative Capital
Georgia
$750K 16,884 +480 +3%
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10
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