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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 %
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$70K +$61.1K +1,742 +686%
APWM
277
Atlas Private Wealth Management
New York
$69K -$956 -27 -1%
BA
278
Ballast Advisors
Minnesota
$69K +$69K +1,961 New
CFB
279
Cullen/Frost Bankers
Texas
$68K +$1.31K +37 +2%
ONST
280
Old North State Trust
North Carolina
$66K +$66K +1,878 New
APC
281
Aspire Private Capital
North Carolina
$63K +$53.4K +1,516 +559%
WP
282
WealthShield Partners
North Carolina
$62K +$3.69K +104 +6%
PCFFS
283
Pacific Center for Financial Services
California
$61K +$32.4K +918 +113%
AssetMark Inc
284
AssetMark Inc
California
$56K +$18.5K +522 +49%
SJIM
285
St. Johns Investment Management
Florida
$54K +$1.06K +30 +2%
HS
286
Horan Securities
United States
$53K +$53K +1,493 New
BFG
287
Baron Financial Group
New Jersey
$47.3K +$47.3K +1,341 New
GT
288
Glenmede Trust
Pennsylvania
$47K -$2.95K -85 -6%
HNB
289
Huntington National Bank
Ohio
$42K -$82K – –
PMFA
290
Plante Moran Financial Advisors
Michigan
$41K – – –
NNP
291
Nachman Norwood & Parrott
South Carolina
$41K +$41K +1,158 New
CCM
292
Covington Capital Management
California
$39K – – –
JAWM
293
J. Arnold Wealth Management
Ohio
$38K -$21.3K -603 -36%
CAPTRUST Financial Advisors
294
CAPTRUST Financial Advisors
North Carolina
$34K +$683 +19 +2%
CB
295
Community Bank
New York
$30K -$38.8K -1,108 -56%
SFG
296
Sowa Financial Group
Rhode Island
$29K – – –
RMC
297
Resources Management Corp
Connecticut
$28K +$1.69K +47 +6%
AF
298
Advisornet Financial
Minnesota
$27K -$32.5K -911 -55%
TFGT
299
TS Financial Group (TSFG)
Illinois
$26K -$6.32K -180 -20%
BFC
300
Bedel Financial Consulting
Indiana
$26K – – –
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