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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 %
MSFS
426
Main Street Financial Solutions
Pennsylvania
$292K +$292K +5,637 New
CFG
427
Citizens Financial Group
Rhode Island
$290K +$290K +5,605 New
CPC
428
Cookson Peirce & Co
Pennsylvania
$289K +$289K +5,582 New
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$286K +$286K +5,518 New
BCA
430
Biltmore Capital Advisors
New Jersey
$285K +$285K +5,499 New
FPCM
431
Financial Partners Capital Management
New York
$284K -$881 -17 -0.3%
H
432
HoyleCohen
California
$283K +$11.8K +227 +4%
SWM
433
Spire Wealth Management
Virginia
$283K +$88.9K +1,718 +46%
SCA
434
Sage Capital Advisors
South Dakota
$283K +$283K +5,985 New
CWM
435
Chesapeake Wealth Management
Virginia
$281K -$22.9K -443 -8%
LIM
436
Leavell Investment Management
Alabama
$281K +$281K +5,431 New
LSPW
437
Lake Street Private Wealth
Illinois
$280K +$280K +5,410 New
MAS
438
Madden Advisory Services
Florida
$278K – – –
FLPIM
439
F.L. Putnam Investment Management
Massachusetts
$275K +$4.15K +80 +2%
WPWM
440
Western Pacific Wealth Management
Illinois
$274K +$274K +5,292 New
NCM
441
Novare Capital Management
North Carolina
$271K +$271K +5,226 New
CCMW
442
Cypress Capital Management (Wyoming)
Wyoming
$269K -$1.5K -29 -0.6%
PWW
443
Pettyjohn Wood & White
Virginia
$266K – – –
RC
444
Rovin Capital
Arizona
$262K +$11.9K +230 +5%
SWM
445
SeaCrest Wealth Management
New York
$262K +$20.8K +400 +9%
CAPTRUST Financial Advisors
446
CAPTRUST Financial Advisors
North Carolina
$262K +$137K +2,646 +110%
KFGK
447
Keystone Financial Group (Kentucky)
Kentucky
$260K +$260K +5,024 New
WP
448
WMS Partners
Maryland
$259K – – –
CSPIA
449
Cary Street Partners Investment Advisory
Virginia
$254K +$254K +4,903 New
WAP
450
Wealthcare Advisory Partners
Pennsylvania
$248K +$248K +4,780 New
16 17
18
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