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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 %
TRCT
401
Tower Research Capital (TRC)
New York
– -$6.92M -198,715 Closed
MWM
402
Merriman Wealth Management
Washington
– -$6.43M -184,613 Closed
MWA
403
MFA Wealth Advisors
Pennsylvania
– -$3.99M -114,620 Closed
ZIG
404
Zurich Insurance Group
Switzerland
– -$1.63M -50,853 Closed
State Street
405
State Street
Massachusetts
– -$1.68M -48,134 Closed
ECM
406
ExodusPoint Capital Management
New York
– -$1.47M -42,136 Closed
PFT
407
Providence First Trust
Arizona
– -$975K -28,000 Closed
Legal & General Group
408
Legal & General Group
United Kingdom
– -$799K -23,287 Closed
VWA
409
V Wealth Advisors
Kansas
– -$578K -16,617 Closed
Renaissance Technologies
410
Renaissance Technologies
New York
– -$480K -13,800 Closed
RWA
411
Redhawk Wealth Advisors
Minnesota
– -$351K -10,086 Closed
AWA
412
Arete Wealth Advisors
Illinois
– -$326K -9,357 Closed
Simplex Trading
413
Simplex Trading
Illinois
– -$304K -8,747 Closed
FCFC
414
First Commonwealth Financial Corp
Pennsylvania
– -$293K -8,403 Closed
FAIM
415
Financial Advocates Investment Management
Washington
– -$217K -8,259 Closed
WWM
416
Windsor Wealth Management
Indiana
– -$259K -7,430 Closed
RJT
417
Raymond James Trust
Florida
– -$248K -7,125 Closed
RFC
418
Regions Financial Corp
Alabama
– -$209K -6,018 Closed
PP
419
Paloma Partners
Connecticut
– -$208K -5,974 Closed
CPC
420
Cookson Peirce & Co
Pennsylvania
– -$202K -5,795 Closed
TFA
421
Transamerica Financial Advisors
Florida
– -$166K -4,763 Closed
JPLA
422
Joseph P. Lucia & Associates
New York
– -$137K -3,934 Closed
CIA
423
CSat Investment Advisory
Michigan
– -$102K -2,916 Closed
ADL
424
Asset Dedication LLC
California
– -$36K -1,056 Closed
SF
425
Synovus Financial
Georgia
– -$35K -998 Closed
14 15 16
17
18