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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 %
US Bancorp
101
US Bancorp
Minnesota
$1.15M -$49.6K -1,408 -4%
FNT
102
First National Trust
Pennsylvania
$1.14M -$348K -9,873 -23%
CAL
103
Capital Advisors Ltd
Ohio
$1.13M +$161K +4,575 +17%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$1.11M -$160K -4,543 -13%
1SB
105
1ST Source Bank
Indiana
$1.11M -$215K -6,085 -16%
WIA
106
Wealthstreet Investment Advisors
Texas
$1.1M -$41.2K -1,169 -4%
FUBT
107
First United Bank & Trust
Maryland
$1.08M -$547K -15,517 -34%
MFG
108
Magnus Financial Group
New York
$1.07M +$17.2K +488 +2%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$1.05M +$136K +3,869 +15%
CCM
110
Cribstone Capital Management
Maine
$1.02M +$3.67K +104 +0.4%
TCOO
111
Trust Company of Oklahoma
Oklahoma
$1.02M +$1.02M +28,856 New
TC
112
Tatro Capital
Kentucky
$1.01M +$53.1K +1,507 +6%
SCCM
113
Schafer Cullen Capital Management
New York
$1.01M +$1.01M +28,487 New
BCM
114
Boltwood Capital Management
California
$983K – – –
KIA
115
KCM Investment Advisors
California
$979K -$46.7K -1,324 -5%
AA
116
AlphaMark Advisors
Kentucky
$977K +$840K +23,814 +611%
Fidelity International
117
Fidelity International
Bermuda
$967K -$851K -24,130 -47%
CS
118
Credit Suisse
Switzerland
$965K +$277K +7,856 +40%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$964K +$13.8K +381 +1%
FHB
120
First Hawaiian Bank
Hawaii
$951K -$31.4K -889 -3%
LA
121
LexAurum Advisors
Kansas
$946K +$946K +26,829 New
PWMG
122
Prestige Wealth Management Group
New Jersey
$944K +$68.9K +1,954 +8%
HCC
123
Hirtle Callaghan & Co
Pennsylvania
$930K -$5.58M -158,200 -86%
IF
124
Intrua Financial
Texas
$874K +$467K +12,440 +115%
CWM
125
Cornerstone Wealth Management
Missouri
$843K +$12.3K +349 +1%
3 4
5
6 7