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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 %
TCOO
126
Trust Company of Oklahoma
Oklahoma
$1.05M -$2.45K -67 -0.2%
JWCA
127
J.W. Cole Advisors
Florida
$1.05M +$284K +7,766 +37%
IF
128
Intrua Financial
Texas
$1.04M +$190K +5,192 +22%
TC
129
Tatro Capital
Kentucky
$1.04M -$8.19K -224 -0.8%
KIA
130
KCM Investment Advisors
California
$1.03M +$12.7K +347 +1%
FNT
131
First National Trust
Pennsylvania
$1M -$178K -4,866 -15%
RW
132
RVW Wealth
California
$1M -$57.7K -2,076 -5%
LA
133
LexAurum Advisors
Kansas
$993K +$12.5K +343 +1%
TC
134
Trust Company
Kansas
$985K +$222K +6,077 +29%
FHB
135
First Hawaiian Bank
Hawaii
$968K -$16.8K -461 -2%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$926K -$4.84K -138 -0.5%
BCM
137
Boltwood Capital Management
California
$908K -$111K -3,044 -11%
ACP
138
Aveo Capital Partners
Colorado
$901K +$471K +12,878 +110%
SWP
139
Stratos Wealth Partners
Ohio
$885K +$564K +15,426 +176%
MC
140
Martin & Co
Tennessee
$880K +$13.9K +380 +2%
AWM
141
Altavista Wealth Management
North Carolina
$877K +$250K +6,837 +40%
RA
142
RFG Advisory
Alabama
$856K +$104K +2,927 +14%
FMTCOCP
143
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$823K -$11.9K -325 -1%
APWA
144
Atlas Private Wealth Advisors
New Jersey
$818K +$367K +10,045 +81%
KWM
145
Keebeck Wealth Management
Illinois
$808K -$59.4K -1,626 -7%
PRS
146
Pinkerton Retirement Specialists
Idaho
$806K +$99K +2,706 +14%
ATPW
147
Ashton Thomas Private Wealth
Arizona
$805K +$145K +3,964 +22%
FUBT
148
First United Bank & Trust
Maryland
$796K -$327K -8,945 -29%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$787K -$2.15M -58,660 -73%
Creative Planning
150
Creative Planning
Kansas
$753K +$172K +4,715 +30%
4 5
6
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