XLRE icon

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.

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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$16.8M
2
SCA
Stuart Chaussee & Associates
California
$0
3
PWAG
Polaris Wealth Advisory Group
California
$0
4
Wolverine Trading
Wolverine Trading
Illinois
$2.8M
5
ARC
Advisor Resource Council
Texas
$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
401
EPG Wealth Management
Georgia
$156K +$156K +3,517 New
CA
402
Clearstead Advisors
Ohio
$155K +$155K +3,482 New
RDFA
403
Ritter Daniher Financial Advisory
Ohio
$154K – – –
BAM
404
Baldrige Asset Management
Pennsylvania
$152K +$2.71K +61 +2%
FWM
405
Focused Wealth Management
New York
$147K +$147K +3,300 New
FRA
406
Front Row Advisors
California
$136K – – –
CAAS
407
Capital Asset Advisory Services
Michigan
$135K -$4.8K -108 -3%
CFB
408
Cullen/Frost Bankers
Texas
$128K +$37.2K +834 +41%
DTIM
409
Danda Trouve Investment Management
Kansas
$124K +$110K +2,470 +779%
William Blair & Company
410
William Blair & Company
Illinois
$123K -$2.72K -61 -2%
PK
411
Pflug Koory
Nebraska
$123K +$1.65K +37 +1%
CAPTRUST Financial Advisors
412
CAPTRUST Financial Advisors
North Carolina
$107K +$51.3K +1,151 +92%
JPLA
413
Joseph P. Lucia & Associates
New York
$104K -$1.51K -34 -1%
AWM
414
Accel Wealth Management
Iowa
$98K – – –
SJIM
415
St. Johns Investment Management
Florida
$97K +$11.7K +264 +14%
CIM
416
Contravisory Investment Management
Massachusetts
$96K +$1.47K +33 +2%
SWA
417
SOA Wealth Advisors
New York
$90K +$398 +9 +0.4%
CCM
418
Covington Capital Management
California
$85K – – –
EWM
419
Endurance Wealth Management
Rhode Island
$85K +$1.51K +34 +2%
SAM
420
Strategic Asset Management
Minnesota
$85K +$85K +1,885 New
ONST
421
Old North State Trust
North Carolina
$77K – – –
BU
422
BBVA USA
Alabama
$74K – – –
HA
423
Herold Advisors
New York
$69K +$69K +1,565 New
TC
424
Truvestments Capital
Florida
$65K +$265 +6 +0.4%
WTC
425
WhitTier Trust Company
Nevada
$63K – – –
15 16
17
18 19