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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

420 hedge funds and large institutions have $1.25B invested in Real Estate Select Sector SPDR Fund in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 131 increasing their positions, 137 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+20
Holders Change %
+5%
% of All Funds
7.45%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
77
Increased
131
Reduced
137
Closed
51
Calls
$2.61M
Puts
$9.71M
Net Calls
-$7.1M
Net Calls Change
+$168K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$157M
2
Millennium Management
Millennium Management
New York
$37.3M
3
FAIM
Financial Advocates Investment Management
Washington
$10.2M
4
MLM
Mount Lucas Management
Pennsylvania
$9.44M
5
CI
CX Institutional
Indiana
$7.23M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$110M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.5M
3
LPL Financial
LPL Financial
California
$23.7M
4
BlackRock
BlackRock
New York
$72M
5
HF
HRT Financial
New York
$1.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
CWH Capital Management
Washington
$4.2M -$5.22M -142,793 -55%
OPS
52
Orion Portfolio Solutions
Nebraska
$4.16M -$333K -9,117 -7%
TAS
53
TIFF Advisory Services
Pennsylvania
$4.09M +$4.09M +111,919 New
Northern Trust
54
Northern Trust
Illinois
$4M +$238K +6,517 +6%
Kayne Anderson Rudnick Investment Management
55
Kayne Anderson Rudnick Investment Management
California
$3.98M +$988K +27,024 +33%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$3.83M -$147K -4,029 -4%
JFS
57
JD Financial Services
Pennsylvania
$3.81M +$3.81M +104,120 New
TCWA
58
Ten Capital Wealth Advisors
Washington
$3.44M -$36.3K -992 -1%
TF
59
TIAA FSB
Florida
$3.35M -$1.53M -41,711 -31%
MAP
60
Milestone Advisory Partners
North Carolina
$3.17M +$3.17M +86,715 New
AIM
61
Astor Investment Management
Illinois
$3.13M -$220K -6,017 -7%
Mariner
62
Mariner
Kansas
$3.07M +$3.07M +84,081 New
B
63
Bailard
California
$2.97M -$162K -4,427 -5%
FMC
64
First Merchants Corp
Indiana
$2.92M +$75.5K +2,065 +3%
GL
65
Graypoint LLC
New York
$2.81M -$147K -4,020 -5%
Stifel Financial
66
Stifel Financial
Missouri
$2.8M -$4.13M -112,870 -60%
TRCT
67
Tower Research Capital (TRC)
New York
$2.68M +$2.68M +73,260 New
VWM
68
Venturi Wealth Management
Texas
$2.61M -$293K -8,013 -10%
WIC
69
Woodmont Investment Counsel
Tennessee
$2.59M +$555K +15,188 +27%
CFD
70
Creative Financial Designs
Indiana
$2.58M +$151K +4,130 +6%
IWM
71
IHT Wealth Management
Illinois
$2.57M +$1.06M +29,046 +70%
V
72
Veritable
Delaware
$2.56M -$205K -5,613 -7%
WA
73
WBH Advisory
Maryland
$2.56M +$3.83K +104 +0.2%
CTA
74
Chesley Taft & Associates
Illinois
$2.53M -$47.7K -1,305 -2%
BHWM
75
Bar Harbor Wealth Management
New Hampshire
$2.52M +$5.12K +140 +0.2%
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