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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 %
CCM
26
CWH Capital Management
Washington
$9.09M -$606K -17,182 -6%
BFA
27
Beaumont Financial Advisors
Massachusetts
$9.06M +$8.2M +232,754 +958%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$8.09M -$6.31M -179,000 -44%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$8.02M +$4.49M +127,289 +127%
AFA
30
American Financial Advisors
Georgia
$7.69M -$345K -9,774 -4%
KHLMVGHM
31
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$7.41M – – –
HA
32
Hamel Associates
New Jersey
$7.13M -$68.8K -1,950 -1%
CCT
33
Chemung Canal Trust
New York
$7.07M -$297K -8,411 -4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$6.97M -$419K -11,885 -6%
Stifel Financial
35
Stifel Financial
Missouri
$6.68M +$3.34M +94,584 +100%
ONB
36
Old National Bancorp
Indiana
$6.22M -$142K -4,021 -2%
KWM
37
Kingsview Wealth Management
Oregon
$5.74M +$5.74M +162,755 New
AFP
38
Ausdal Financial Partners
Iowa
$5.63M +$5.63M +159,640 New
FIB
39
First Interstate Bank
Montana
$5.08M -$461K -13,071 -8%
Osaic Holdings
40
Osaic Holdings
Arizona
$4.84M +$571K +16,209 +13%
TF
41
TIAA FSB
Florida
$4.7M -$571K -16,193 -11%
SW
42
StrongBox Wealth
Missouri
$4.64M +$1.01M +28,630 +28%
M&T Bank
43
M&T Bank
New York
$4.45M -$229K -6,503 -5%
AWM
44
AE Wealth Management
Kansas
$4.34M -$119K -3,374 -3%
OPS
45
Orion Portfolio Solutions
Nebraska
$4.33M -$500K -14,180 -10%
SS
46
Simplicity Solutions
Minnesota
$4.2M +$6.35K +180 +0.2%
KeyBank National Association
47
KeyBank National Association
Ohio
$3.91M +$3.66M +103,783 +1,444%
AAS
48
Avantax Advisory Services
Texas
$3.85M +$2.04M +57,961 +113%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$3.84M -$237K -6,733 -6%
TAM
50
Trust Asset Management
Texas
$3.73M +$1.66M +47,202 +81%
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