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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 %
KWM
126
Keebeck Wealth Management
Illinois
$836K -$46.6K -1,324 -5%
MC
127
Martin & Co
Tennessee
$835K -$7.76K -220 -0.9%
Barclays
128
Barclays
United Kingdom
$834K +$373K +10,579 +81%
FTUS
129
Flow Traders U.S.
New York
$821K -$1.25M -35,336 -60%
FMTCOCP
130
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$806K -$28.9K -820 -3%
RA
131
RFG Advisory
Alabama
$744K +$208K +5,896 +39%
JWCA
132
J.W. Cole Advisors
Florida
$739K +$739K +20,964 New
TC
133
Trust Company
Kansas
$735K -$401K -11,376 -35%
ASN
134
Advisory Services Network
Georgia
$720K -$25.8K -730 -3%
NCM
135
Nelson Capital Management
California
$702K +$149K +4,210 +27%
BFEC
136
Benjamin F. Edwards & Company
Missouri
$688K -$176 -5 -0%
PRS
137
Pinkerton Retirement Specialists
Idaho
$682K +$341K +9,676 +100%
CC
138
Callan Capital
California
$670K -$8K -227 -1%
KPW
139
Kore Private Wealth
New York
$667K -$8.75K -248 -1%
NA
140
NewEdge Advisors
Louisiana
$659K +$171K +4,858 +35%
VF
141
Virtu Financial
New York
$642K +$642K +18,198 New
ATPW
142
Ashton Thomas Private Wealth
Arizona
$636K +$636K +18,045 New
QIM
143
Quest Investment Management
Oregon
$635K -$4.6M -130,386 -88%
GSC
144
G&S Capital
Colorado
$624K +$624K +17,695 New
PAG
145
Pinnacle Advisory Group
Maryland
$619K – – –
EWM
146
Evercore Wealth Management
New York
$613K +$5.61K +159 +0.9%
CC
147
Cypress Capital
Tennessee
$609K +$7.72K +214 +1%
AWM
148
Altavista Wealth Management
North Carolina
$605K +$605K +17,155 New
TCBWMS
149
Texas Capital Bank Wealth Management Services
Texas
$588K +$588K +16,670 New
RWA
150
River Wealth Advisors
Pennsylvania
$577K +$577K +16,356 New
4 5
6
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