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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

636 hedge funds and large institutions have $3.9B invested in Real Estate Select Sector SPDR Fund in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 273 increasing their positions, 169 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
-10
Holders Change %
-1.55%
% of All Funds
10.06%
Holding in Top 10
19
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-29.63%
% of All Funds
0.3%
New
81
Increased
273
Reduced
169
Closed
77
Calls
$19.7M
Puts
$14.3M
Net Calls
+$5.33M
Net Calls Change
+$17.3M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$99.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$50.2M
3
Bank of America
Bank of America
North Carolina
$635M
4
Morgan Stanley
Morgan Stanley
New York
$231M
5
HWA
Hilltop Wealth Advisors
North Carolina
$23.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.8M
2
AP
Advisors Preferred
Maryland
$0
3
GAG
GM Advisory Group
New York
$21.1M
4
Barclays
Barclays
United Kingdom
$592K
5
AA
ALPS Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
276
Oppenheimer & Co
New York
$861K -$2.81M -58,204 -77%
BO
277
BRR OpCo
Ohio
$861K +$40.9K +846 +5%
PWM
278
Peterson Wealth Management
Nevada
$861K +$861K +17,829 New
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$854K +$610K +12,625 +250%
HSBC Holdings
280
HSBC Holdings
United Kingdom
$850K +$489K +10,035 +135%
MYIA
281
Mount Yale Investment Advisors
Colorado
$847K +$104K +2,153 +14%
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$843K +$612K +12,667 +265%
GSWM
283
Golden State Wealth Management
California
$841K +$841K +17,411 New
TRCT
284
Tower Research Capital (TRC)
New York
$811K +$788K +16,308 +3,470%
DHGWA
285
Dixon Hughes Goodman Wealth Advisors
North Carolina
$804K -$27.3K -565 -3%
RSWM
286
Robertson Stephens Wealth Management
California
$800K +$62.5K +1,293 +8%
APW
287
Aurora Private Wealth
New Jersey
$796K -$41.4K -857 -5%
FUBT
288
First United Bank & Trust
Maryland
$779K +$13K +270 +2%
LWM
289
Laidlaw Wealth Management
New York
$778K +$79.9K +1,655 +11%
APA
290
American Portfolios Advisors
New York
$758K +$104K +2,153 +16%
WAS
291
Wealth Advisory Solutions
Indiana
$756K +$756K +15,644 New
NCM
292
Nelson Capital Management
California
$750K +$822 +17 +0.1%
ABC
293
Associated Banc-Corp
Wisconsin
$742K +$212K +4,380 +40%
Fidelity Investments
294
Fidelity Investments
Massachusetts
$739K +$80.8K +1,672 +12%
KIG
295
Kessler Investment Group
Indiana
$738K -$70.3K -1,455 -9%
MGIA
296
Moneta Group Investment Advisors
Missouri
$721K -$3.67K -76 -0.5%
WIM
297
Warwick Investment Management
Texas
$711K +$247K +5,113 +53%
IFAM
298
Institutional & Family Asset Management
Colorado
$704K -$1.06K -22 -0.2%
RIA
299
Realta Investment Advisors
Delaware
$692K +$124K +2,560 +22%
MFGM
300
Marshall Financial Group (Maryland)
Maryland
$690K +$45.6K +943 +7%
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