XLRE icon

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 %
GWM
51
Geneos Wealth Management
Colorado
$3.67M +$63.1K +1,806 +2%
Northern Trust
52
Northern Trust
Illinois
$3.63M +$350K +9,932 +11%
TCWA
53
Ten Capital Wealth Advisors
Washington
$3.36M +$3.36M +95,195 New
AIM
54
Astor Investment Management
Illinois
$3.24M +$2.5M +70,972 +342%
B
55
Bailard
California
$3.02M -$132K -3,743 -4%
Kayne Anderson Rudnick Investment Management
56
Kayne Anderson Rudnick Investment Management
California
$2.89M +$427K +12,095 +17%
GL
57
Graypoint LLC
New York
$2.85M -$66K -1,871 -2%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$2.83M +$184K +5,220 +7%
VWM
59
Venturi Wealth Management
Texas
$2.8M +$17K +482 +0.6%
WC
60
Wexford Capital
Florida
$2.76M +$2.76M +78,290 New
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$2.76M +$1.02M +28,884 +59%
FMC
62
First Merchants Corp
Indiana
$2.74M -$267K -7,572 -9%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$2.74M -$982K -27,820 -26%
SG Americas Securities
64
SG Americas Securities
New York
$2.68M -$12.3M -348,580 -82%
V
65
Veritable
Delaware
$2.67M +$231K +6,541 +9%
JPMPWA
66
J.P. Morgan Private Wealth Advisors
California
$2.64M -$3.78M -107,264 -59%
Wolverine Trading
67
Wolverine Trading
Illinois
$2.6M -$169K -4,825 -6%
CTA
68
Chesley Taft & Associates
Illinois
$2.49M +$66.5K +1,885 +3%
WA
69
WBH Advisory
Maryland
$2.45M +$86.9K +2,463 +4%
BHWM
70
Bar Harbor Wealth Management
New Hampshire
$2.43M +$45.2K +1,283 +2%
CFD
71
Creative Financial Designs
Indiana
$2.35M +$2.24M +63,653 +2,197%
AI
72
Atria Investments
North Carolina
$2.33M +$1.02M +28,825 +77%
RCP
73
Rothschild Capital Partners
New York
$2.3M -$887K -25,154 -28%
JIR
74
James Investment Research
Ohio
$2.25M -$249K -7,053 -10%
TI
75
Trexquant Investment
Connecticut
$2.22M +$314K +8,899 +17%
1 2
3
4 5