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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 %
SWP
201
Stratos Wealth Partners
Ohio
$310K +$19.5K +551 +7%
CIA
202
Capital Investment Advisors
Georgia
$309K -$23.9K -678 -7%
PT
203
Plimoth Trust
Massachusetts
$308K -$15.9K -450 -5%
HSBC Holdings
204
HSBC Holdings
United Kingdom
$308K +$308K +8,736 New
ST
205
Spinnaker Trust
Maine
$304K -$36.2K -1,027 -11%
CI
206
Conning Inc
Connecticut
$300K – – –
RIA
207
Realta Investment Advisors
Delaware
$296K +$14.8K +419 +5%
EDRIA
208
Edmonds Duncan Registered Investment Advisors
Kansas
$287K – – –
3AM
209
3D Asset Management
Connecticut
$283K +$283K +8,021 New
MIH
210
Meitav Investment House
Israel
$282K – – –
FHC
211
First Horizon Corporation
Tennessee
$278K +$278K +7,904 New
CAM
212
Carret Asset Management
New York
$274K -$3.53K -100 -1%
CI
213
CX Institutional
Indiana
$267K +$26.3K +745 +11%
COF
214
Capital One Financial
Virginia
$266K -$658K -18,673 -71%
CFGS
215
Concourse Financial Group Securities
Alabama
$264K +$28.9K +819 +12%
IWC
216
Integrated Wealth Concepts
Massachusetts
$264K +$37.2K +1,056 +16%
CGA
217
Crescent Grove Advisors
Illinois
$262K – – –
IWP
218
IAG Wealth Partners
Wisconsin
$251K -$104K -2,943 -29%
MC
219
Moors & Cabot
Massachusetts
$251K -$41.2K -1,166 -14%
OMC
220
Old Mission Capital
Illinois
$250K +$250K +7,100 New
BWP
221
Bernardo Wealth Planning
Pennsylvania
$246K +$26.5K +755 +12%
PSF
222
Pacific Sun Financial
California
$246K +$246K +6,975 New
RSWM
223
Robertson Stephens Wealth Management
California
$242K -$265K -7,538 -52%
BFG
224
Barber Financial Group
Kansas
$241K – – –
PAM
225
Premier Asset Management
Illinois
$241K +$241K +6,831 New
7 8
9
10 11