XLRE icon

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 %
LWM
176
Loveless Wealth Management
Montana
$417K +$110K +3,115 +36%
ACP
177
Aveo Capital Partners
Colorado
$415K +$9.67K +274 +2%
AC
178
Abbrea Capital
California
$409K +$19.6K +555 +5%
5L
179
55I LLC
Massachusetts
$403K -$220K -6,232 -35%
SPC
180
Sigma Planning Corp
Michigan
$401K -$220K -6,245 -35%
FHA
181
Flagship Harbor Advisors
Massachusetts
$401K +$15.8K +447 +4%
CTC
182
Central Trust Company
Missouri
$393K -$66.8K -1,896 -15%
RHP
183
Royal Harbor Partners
Texas
$389K -$48.7K -1,380 -11%
CWM
184
Cranbrook Wealth Management
Michigan
$386K -$20.9K -594 -5%
BS
185
Banco Santander
Spain
$377K – – –
Citigroup
186
Citigroup
New York
$372K +$82.6K +2,340 +29%
MA
187
Mutual Advisors
Nebraska
$370K +$370K +10,478 New
6M
188
6 Meridian
Kansas
$368K -$11.9K -337 -3%
RC
189
Roundview Capital
New Jersey
$361K – – –
TNB
190
TCF National Bank
South Dakota
$357K -$47.4K -1,342 -12%
DADC
191
D.A. Davidson & Co
Montana
$356K +$30.9K +876 +9%
GM
192
GeoWealth Management
Illinois
$353K +$353K +9,979 New
MYIA
193
Mount Yale Investment Advisors
Colorado
$345K +$9.42K +267 +3%
JPMorgan Chase & Co
194
JPMorgan Chase & Co
New York
$336K -$1.8M -51,329 -84%
KAH
195
Kathryn A. Hall
$334K +$334K +9,479 New
HAS
196
HBW Advisory Services
California
$333K -$3.42K -97 -1%
FPGK
197
Financial Partners Group (Kansas)
Kansas
$332K -$31.6K -896 -9%
LWM
198
Laidlaw Wealth Management
New York
$321K +$14.6K +414 +5%
OC
199
Oppenheimer & Co
New York
$317K -$23.2K -658 -7%
SFS
200
Sowell Financial Services
Arkansas
$312K +$223K +6,328 +252%
6 7
8
9 10