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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 %
LFG
351
Larson Financial Group
Missouri
$5K – – –
WCG
352
Weaver Consulting Group
California
$5K – – –
BAM
353
Bellevue Asset Management
Washington
$5K – – –
AWA
354
Arkadios Wealth Advisors
Georgia
$4.51K -$13.5K -375 -75%
OC
355
Oakworth Capital
Alabama
$4K – – –
WB
356
West Bancorporation
Iowa
$4K – – –
PCA
357
Providence Capital Advisors
North Carolina
$4K +$4K +121 New
LC
358
Lindbrook Capital
California
$4K +$4K +121 New
FFA
359
Founders Financial Alliance
North Carolina
$4K +$4K +125 New
PCG
360
Private Capital Group
Connecticut
$3K -$191 -6 -6%
AF
361
Allworth Financial
California
$3K – – –
WAS
362
Winch Advisory Services
Wisconsin
$3K – – –
JWM
363
Jeppson Wealth Management
California
$3K +$3K +85 New
LAS
364
Lloyd Advisory Services
Georgia
$3K +$3K +92 New
AIM
365
Anchor Investment Management
South Carolina
$2.72K – – –
MAWCM
366
Mine & Arao Wealth Creation & Management
California
$2K – – –
AF
367
Arrow Financial
New York
$2K – – –
TAIM
368
TD Ameritrade Investment Management
Nebraska
$2K – – –
TPWA
369
TRUE Private Wealth Advisors
Oregon
$2K – – –
PB
370
Pinnacle Bancorp
Nebraska
$2K – – –
LWM
371
Liberty Wealth Management
California
$2K – – –
SC
372
SouthState Corp
Florida
$2K +$2K +44 New
JWA
373
JFS Wealth Advisors
Pennsylvania
$2K +$2K +54 New
SL
374
Savior LLC
Massachusetts
$2K +$2K +55 New
OIA
375
Optimum Investment Advisors
Illinois
$2K +$2K +66 New
13 14
15
16 17