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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 %
GWMIA
301
Global Wealth Management Investment Advisory
Florida
$25K – – –
FWM
302
Focused Wealth Management
New York
$25K +$24.9K +700 +17,500%
BG
303
Bollard Group
Massachusetts
$24K +$70 +2 +0.3%
IF
304
Ironwood Financial
Arizona
$22K – – –
CFA
305
Carroll Financial Associates
North Carolina
$21K -$3.34K -98 -14%
Franklin Resources
306
Franklin Resources
California
$20K -$23.7K -658 -54%
CAGAS
307
Capital Advisory Group Advisory Services
Minnesota
$20K – – –
RBC
308
Roble Belko & Company
Pennsylvania
$19K – – –
LWA
309
Lenox Wealth Advisors
New York
$18K – – –
LJHT
310
Laurie J. Hall Trustee
$18K +$18K +502 New
HWA
311
HCR Wealth Advisors
California
$16K – – –
AAMA
312
Advanced Asset Management Advisors
Ohio
$16K – – –
JCM
313
Jacobi Capital Management
Pennsylvania
$16K – – –
PFS
314
Prospera Financial Services
Texas
$16K +$16K +449 New
NFSG
315
Newbridge Financial Services Group
Florida
$16K +$16K +455 New
HCP
316
Hexagon Capital Partners
Arkansas
$16K +$16K +474 New
TH
317
TCTC Holdings
Texas
$15K – – –
GTAM
318
Global Trust Asset Management
Florida
$15K – – –
1IA
319
1834 Investment Advisors
Wisconsin
$15K – – –
WT
320
Whittier Trust
California
$15K +$9.22K +268 +160%
CA
321
Clearstead Advisors
Ohio
$14K -$576 -16 -4%
Bessemer Group
322
Bessemer Group
New Jersey
$12K – – –
EW
323
Evoke Wealth
California
$12K – – –
BHWM
324
Bay Harbor Wealth Management
Maryland
$12K +$7.88K +224 +191%
TC
325
Truvestments Capital
Florida
$11K -$41.1K -1,122 -79%
11 12
13
14 15