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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

646 hedge funds and large institutions have $4.25B invested in Real Estate Select Sector SPDR Fund in 2021 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 228 increasing their positions, 149 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+105
Holders Change %
+19.41%
% of All Funds
9.98%
Holding in Top 10
27
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+107.69%
% of All Funds
0.42%
New
160
Increased
228
Reduced
149
Closed
45
Calls
$17.8M
Puts
$29.7M
Net Calls
-$11.9M
Net Calls Change
+$13.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$644M
2
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$179M
3
CM
Churchill Management
California
$120M
4
AP
Advisors Preferred
Maryland
$71.8M
5
Morgan Stanley
Morgan Stanley
New York
$220M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.11M
2
Jane Street
Jane Street
New York
$0
3
BlackRock
BlackRock
New York
$98.7M
4
IWM
IHT Wealth Management
Illinois
$6.16M
5
CFA
Camarda Financial Advisors
Florida
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
376
Spinnaker Trust
Maine
$410K – – –
HI
377
Horizon Investments
North Carolina
$408K +$83.3K +1,607 +26%
MCM
378
Murphy Capital Management
New Jersey
$406K +$9.53K +184 +2%
CIA
379
Capital Investment Advisors
Georgia
$405K -$11.1K -214 -3%
IA
380
IFP Advisors
Florida
$404K -$675K -12,562 -63%
FPW
381
Flagship Private Wealth
Massachusetts
$402K -$117K -2,247 -22%
DWM
382
Darwin Wealth Management
Florida
$395K +$147K +3,131 +59%
CIM
383
Contravisory Investment Management
Massachusetts
$395K +$283K +5,474 +254%
VFA
384
Valeo Financial Advisors
Indiana
$393K – – –
DWM
385
Denver Wealth Management
Colorado
$391K +$391K +7,548 New
EDRIA
386
Edmonds Duncan Registered Investment Advisors
Kansas
$388K – – –
RWA
387
Roberts Wealth Advisors
California
$387K +$10.8K +210 +3%
HSBC Holdings
388
HSBC Holdings
United Kingdom
$384K +$72.9K +1,406 +23%
SFS
389
Security Financial Services
Indiana
$382K +$382K +7,364 New
WP
390
WealthSource Partners
California
$369K -$51.6K -995 -12%
Bank Julius Baer & Co
391
Bank Julius Baer & Co
Switzerland
$363K – – –
SI
392
Stephens Inc
Arkansas
$357K +$357K +6,891 New
MCC
393
Money Concepts Capital
Florida
$354K +$354K +6,825 New
BFG
394
Barber Financial Group
Kansas
$353K – – –
NFG
395
Next Financial Group
Texas
$348K -$11.7K -225 -3%
Neuberger Berman Group
396
Neuberger Berman Group
New York
$346K +$28.8K +556 +9%
IWP
397
IAG Wealth Partners
Wisconsin
$343K +$27.9K +538 +9%
SIA
398
SkyView Investment Advisors
New Jersey
$342K -$20.6K -386 -6%
LWAC
399
Laurel Wealth Advisors (California)
California
$342K +$342K +6,592 New
SBIA
400
Sheaff Brock Investment Advisors
Indiana
$339K +$339K +6,534 New
14 15
16
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