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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 %
FFN
151
Focus Financial Network
Minnesota
$573K +$27K +765 +5%
Creative Planning
152
Creative Planning
Kansas
$561K +$7.13K +202 +1%
Jane Street
153
Jane Street
New York
$559K +$264K +7,475 +89%
ANTB
154
AMG National Trust Bank
Colorado
$556K -$80.3K -2,276 -13%
LDB
155
Lee, Danner & Bass
Tennessee
$552K +$552K +15,654 New
GRP
156
Global Retirement Partners
California
$542K +$52.2K +1,481 +11%
MFW
157
Meristem Family Wealth
Minnesota
$538K – – –
FTS
158
Fifth Third Securities
Ohio
$536K +$536K +15,209 New
FAAS
159
First Allied Advisory Services
California
$531K -$340K -9,651 -39%
MBTD
160
Mechanics Bank - Trust Department
California
$530K +$2.01K +57 +0.4%
APW
161
Aurora Private Wealth
New Jersey
$503K -$26.9K -763 -5%
IA
162
IFP Advisors
Florida
$495K -$624K -17,768 -56%
BG
163
Berry Group
Massachusetts
$494K -$4.27K -121 -0.9%
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$478K +$478K +13,542 New
DLHL
165
Donald L. Hagan LLC
Florida
$471K +$471K +13,365 New
GCMG
166
Gyroscope Capital Management Group
Florida
$470K -$51.8K -1,467 -10%
CIBC World Market
167
CIBC World Market
Ontario, Canada
$467K +$467K +13,244 New
CAN
168
Cetera Advisor Networks
California
$465K +$147K +4,178 +46%
TYCC
169
Texas Yale Capital Corp
Florida
$458K -$70 -2 -0%
MMG
170
Monetary Management Group
Missouri
$452K +$14.1K +400 +3%
WPP
171
Whalerock Point Partners
Rhode Island
$451K -$12.4M -12,349 -96%
APWA
172
Atlas Private Wealth Advisors
New Jersey
$435K -$34.9K -989 -7%
CCT
173
Country Club Trust
Missouri
$428K +$77.9K +2,209 +22%
Bank Julius Baer & Co
174
Bank Julius Baer & Co
Switzerland
$423K +$381K +10,800 +900%
IFWM
175
Institute for Wealth Management
Colorado
$419K +$14.9K +421 +4%
5 6
7
8 9