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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

505 hedge funds and large institutions have $1.96B invested in Real Estate Select Sector SPDR Fund in 2021 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 203 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+57
Holders Change %
+12.72%
% of All Funds
8.82%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.23%
New
96
Increased
203
Reduced
107
Closed
33
Calls
$10.1M
Puts
$10.9M
Net Calls
-$818K
Net Calls Change
-$1.83M

Top Buyers

1
LPL Financial
LPL Financial
California
+$102M
2
PF
Phoenix Financial
Israel
+$49M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$44.3M
4
Morgan Stanley
Morgan Stanley
New York
+$38.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$38.1M

Top Sellers

1
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$108M
2
Goldman Sachs
Goldman Sachs
New York
-$21.7M
3
Ameriprise
Ameriprise
Minnesota
-$14.8M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$10.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
201
Loveless Wealth Management
Montana
$1M +$328K +7,390 +49%
QC
202
QCM Cayman
Texas
$979K +$744K +16,783 +316%
BCM
203
Boltwood Capital Management
California
$967K -$30.8K -695 -3%
FFS
204
Founders Financial Securities
Maryland
$928K +$928K +20,932 New
CTI
205
Community Trust & Investment
Kentucky
$914K +$334K +7,534 +58%
BA
206
Ballast Advisors
Minnesota
$909K +$50.9K +1,148 +6%
CAM
207
Carret Asset Management
New York
$892K +$543K +12,250 +156%
5L
208
55I LLC
Massachusetts
$891K +$212K +4,778 +31%
FHA
209
Flagship Harbor Advisors
Massachusetts
$873K +$263K +5,939 +43%
CCM
210
Cribstone Capital Management
Maine
$869K -$6.78K -153 -0.8%
ARG
211
Advisory Resource Group
Oklahoma
$863K +$863K +19,471 New
RCA
212
Ranch Capital Advisors
Florida
$859K – – –
DLHL
213
Donald L. Hagan LLC
Florida
$859K +$259K +5,851 +43%
IWC
214
Integrated Wealth Concepts
Massachusetts
$854K +$245K +5,538 +40%
CS
215
Credit Suisse
Switzerland
$852K -$811K -18,308 -49%
Creative Planning
216
Creative Planning
Kansas
$848K -$82.3K -1,857 -9%
CC
217
Callan Capital
California
$815K -$24.9K -561 -3%
CRWM
218
Castle Rock Wealth Management
California
$812K +$812K +17,650 New
CI
219
Clal Insurance
Israel
$798K +$798K +18,000 New
FUBT
220
First United Bank & Trust
Maryland
$797K -$102K -2,313 -11%
WMA
221
Wealth Management Associates
New Jersey
$777K +$5.76K +130 +0.7%
BCM
222
Brookstone Capital Management
Illinois
$773K +$773K +16,915 New
PAM
223
Premier Asset Management
Illinois
$762K +$42.3K +955 +6%
WWM
224
Western Wealth Management
Colorado
$759K +$759K +17,146 New
TC
225
Trust Company
Kansas
$748K -$89.9K -2,029 -11%
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9
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