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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 %
H
426
HoyleCohen
California
$274K +$10.1K +210 +4%
BWM
427
Birchcreek Wealth Management
Ohio
$274K +$82.3K +1,701 +43%
FPCM
428
Financial Partners Capital Management
New York
$265K – – –
MCM
429
MAI Capital Management
Ohio
$265K -$40.4K -836 -13%
LFAS
430
Level Four Advisory Services
Texas
$263K +$41.8K +866 +19%
Carson Wealth (CWM LLC)
431
Carson Wealth (CWM LLC)
Nebraska
$260K -$6.42K -133 -2%
MFG
432
Merit Financial Group
Georgia
$260K +$260K +5,387 New
LNC
433
Lincoln National Corp
Pennsylvania
$260K +$260K +5,393 New
CFG
434
Citizens Financial Group
Rhode Island
$259K -$11.8K -245 -4%
MAS
435
Madden Advisory Services
Florida
$259K – – –
VCP
436
Verus Capital Partners
Arizona
$256K +$256K +5,633 New
PWW
437
Pettyjohn Wood & White
Virginia
$255K +$7.25K +150 +3%
Wealth Enhancement Advisory Services
438
Wealth Enhancement Advisory Services
Minnesota
$254K +$254K +5,176 New
VAG
439
VisionPoint Advisory Group
Texas
$251K -$516K -12,276 -67%
BRWM
440
B. Riley Wealth Management
Tennessee
$250K -$65.8K -1,359 -21%
IP
441
Investment Partners
Ohio
$250K +$250K +5,169 New
UB
442
UMB Bank
Missouri
$248K -$28.7K -593 -10%
FIBT
443
First International Bank & Trust
North Dakota
$246K +$246K +5,101 New
SWM
444
SeaCrest Wealth Management
New York
$244K – – –
KFGK
445
Keystone Financial Group (Kentucky)
Kentucky
$244K +$1.35K +28 +0.6%
FGG
446
Financial Guidance Group
Florida
$243K +$243K +5,034 New
RWA
447
Redhawk Wealth Advisors
Minnesota
$237K +$7.09K +147 +3%
HCP
448
Hexagon Capital Partners
Arkansas
$236K +$24.5K +509 +12%
WEG
449
World Equity Group
Illinois
$236K +$236K +4,876 New
Public Sector Pension Investment Board (PSP Investments)
450
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$232K +$7.12K +147 +3%
16 17
18
19 20