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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

400 hedge funds and large institutions have $1.32B invested in Real Estate Select Sector SPDR Fund in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 121 increasing their positions, 128 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+13
Holders Change %
+3.36%
% of All Funds
8.09%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
64
Increased
121
Reduced
128
Closed
45
Calls
$7.97M
Puts
$15.2M
Net Calls
-$7.27M
Net Calls Change
-$2.38M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16M
2
Morgan Stanley
Morgan Stanley
New York
+$10.7M
3
LPL Financial
LPL Financial
California
+$8.49M
4
BFA
Beaumont Financial Advisors
Massachusetts
+$8.2M
5
KWM
Kingsview Wealth Management
Oregon
+$5.74M

Top Sellers

1
PIF
Public Investment Fund
Saudi Arabia
-$2.79B
2
BlackRock
BlackRock
New York
-$135M
3
Bank of America
Bank of America
North Carolina
-$54.2M
4
SGDR
SPX Gestao de Recursos
Brazil
-$17.4M
5
PI
Putnam Investments
Massachusetts
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMW
226
Cypress Capital Management (Wyoming)
Wyoming
$240K -$4.02K -109 -2%
WAM
227
Wealthspire Advisors (Maryland)
Maryland
$240K +$240K +6,815 New
MAS
228
Madden Advisory Services
Florida
$239K -$2.11K -60 -0.9%
FCI
229
Financial Counselors Inc
Kansas
$235K -$20.6K -584 -8%
BO
230
BRR OpCo
Ohio
$235K +$235K +6,659 New
VFA
231
Valeo Financial Advisors
Indiana
$232K -$56.1K -1,593 -19%
PPA
232
Parametric Portfolio Associates
Washington
$232K -$29.2K -829 -11%
HCM
233
Hollencrest Capital Management
California
$227K – – –
PFP
234
Pinnacle Financial Partners
Tennessee
$226K +$205K +5,805 +984%
DS
235
DRW Securities
Illinois
$226K +$226K +6,400 New
FPCM
236
Financial Partners Capital Management
New York
$225K -$8.71K -247 -4%
AWM
237
Avitas Wealth Management
California
$223K +$3.88K +110 +2%
CB
238
Commerce Bank
Missouri
$221K +$3.67K +104 +2%
NFG
239
Next Financial Group
Texas
$220K +$2.75K +78 +1%
Fidelity Investments
240
Fidelity Investments
Massachusetts
$220K +$22.4K +635 +11%
FNBOH
241
First National Bank of Hutchinson
Kansas
$219K – – –
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$218K – – –
WANY
243
Wealthspire Advisors (New York)
New York
$216K +$216K +6,112 New
SB
244
Simmons Bank
Arkansas
$214K -$20.7K -587 -9%
DIM
245
Delta Investment Management
California
$210K -$259K -7,358 -55%
PWLP
246
Prio Wealth Limited Partnership
Massachusetts
$210K -$3.66K -104 -2%
HIIFS
247
Harel Insurance Investments & Financial Services
Israel
$205K +$97.9K +2,786 +91%
CPA
248
Court Place Advisors
Maryland
$204K -$7.25K -206 -3%
GVAG
249
Great Valley Advisor Group
Delaware
$203K -$228K -6,441 -53%
WG
250
Winton Group
United Kingdom
$203K +$203K +5,755 New
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10
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