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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
$33.7M
2
Morgan Stanley
Morgan Stanley
New York
$73.7M
3
LPL Financial
LPL Financial
California
$32.7M
4
BFA
Beaumont Financial Advisors
Massachusetts
$9.06M
5
KWM
Kingsview Wealth Management
Oregon
$5.74M

Top Sellers

1
PIF
Public Investment Fund
Saudi Arabia
$0
2
BlackRock
BlackRock
New York
$78.5M
3
Bank of America
Bank of America
North Carolina
$309M
4
SGDR
SPX Gestao de Recursos
Brazil
$0
5
PI
Putnam Investments
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
326
TCI Wealth Advisors
Arizona
$11K – – –
HI
327
Hoey Investments
Pennsylvania
$11K – – –
HWA
328
HHM Wealth Advisors
Tennessee
$10K -$5.75K -165 -37%
SIAP
329
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K – – –
EFSCE
330
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
JGIA
331
Jackson Grant Investment Advisers
Connecticut
$10K +$71 +2 +0.7%
BWL
332
Bogart Wealth LLC
Virginia
$9K -$5.2K -160 -37%
TIM
333
Tortoise Investment Management
New York
$9K – – –
BW
334
Bison Wealth
Georgia
$9K – – –
CFN
335
Cordasco Financial Network
Florida
$9K – – –
AIC
336
Archer Investment Corporation
Indiana
$7.65K -$30.6K -868 -80%
GFPC
337
Global Financial Private Client
Florida
$7.06K -$681 -19 -9%
TF
338
Tompkins Financial
New York
$7K – – –
TSW
339
Thompson Siegel & Walmsley
Virginia
$7K – – –
WB
340
Webster Bank
Connecticut
$6K – – –
BC
341
Bartlett & Co
Ohio
$6K – – –
PFBT
342
Parkside Financial Bank & Trust
Missouri
$6K – – –
MLFP
343
MPS Loria Financial Planners
Illinois
$6K +$37 +1 +0.6%
BBL
344
Beck Bode LLC
Massachusetts
$6K +$6K +163 New
BCWM
345
Bartlett & Co Wealth Management
Ohio
$5.64K – – –
SSB
346
Sandy Spring Bank
Maryland
$5K -$616 -18 -11%
TCOV
347
Trust Company of Vermont
Vermont
$5K – – –
DSC
348
Duncker Streett & Co
Missouri
$5K – – –
ST
349
Smithfield Trust
Pennsylvania
$5K – – –
BWA
350
BDO Wealth Advisors
Florida
$5K – – –
12 13
14
15 16