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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 %
NIC
526
Northwest Investment Counselors
Oregon
$30K +$28.6K +600 +2,069%
GM
527
GeoWealth Management
Illinois
$28K -$516K -10,753 -95%
BG
528
Bollard Group
Massachusetts
$27K +$144 +3 +0.5%
CAC
529
Core Alternative Capital
Georgia
$26K -$675K -13,738 -96%
LWA
530
Lenox Wealth Advisors
New York
$25K – – –
FA
531
Faithward Advisors
Pennsylvania
$24K – – –
NFSG
532
Newbridge Financial Services Group
Florida
$23K -$38.5K -814 -63%
ACA
533
Atlas Capital Advisors
Wyoming
$22.1K – – –
MWM
534
Mascoma Wealth Management
New Hampshire
$22K – – –
1IA
535
1834 Investment Advisors
Wisconsin
$22K – – –
AAMA
536
Advanced Asset Management Advisors
Ohio
$21K – – –
SWM
537
Selective Wealth Management
Virginia
$21K +$21K +436 New
EWA
538
EverSource Wealth Advisors
Alabama
$20K -$5.78K -119 -22%
SCA
539
Stonebridge Capital Advisors
Minnesota
$20K – – –
CCM
540
Covington Capital Management
California
$20K – – –
GWANC
541
Guardian Wealth Advisors (North Carolina)
North Carolina
$20K +$9.86K +209 +97%
FP
542
Financial Perspectives
Minnesota
$19.7K +$48 +1 +0.2%
JFA
543
JNBA Financial Advisors
Minnesota
$18K – – –
PFGIA
544
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$195 -4 -1%
SFCL
545
Strengthening Families & Communities LLC
Massachusetts
$17K +$96 +2 +0.6%
First Manhattan
546
First Manhattan
New York
$17K +$1.9K +40 +13%
BC
547
Bartlett & Co
Ohio
$17K +$17K +345 New
BCWM
548
Bartlett & Co Wealth Management
Ohio
$16.7K +$16.7K +345 New
SIAP
549
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K – – –
HWA
550
HHM Wealth Advisors
Tennessee
$14K – – –
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