XLRE icon

Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

397 hedge funds and large institutions have $2.07B invested in Real Estate Select Sector SPDR Fund in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 119 increasing their positions, 136 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-33
Holders Change %
-7.67%
% of All Funds
8.77%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
63
Increased
119
Reduced
136
Closed
88
Calls
$11.2M
Puts
$5.58M
Net Calls
+$5.6M
Net Calls Change
+$3.56M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$24.7M
2
AIL
AGF Investments LLC
Ontario, Canada
+$22.5M
3
DCC
Dow Chemical Company
Michigan
+$20.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$20.4M
5
TRCT
Tower Research Capital (TRC)
New York
+$17.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$61.3M
2
Morgan Stanley
Morgan Stanley
New York
-$17.1M
3
PI
Putnam Investments
Massachusetts
-$13.7M
4
MLM
Mount Lucas Management
Pennsylvania
-$12.9M
5
Lido Advisors
Lido Advisors
California
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
226
Commerce Bank
Missouri
$211K -$8.53K -275 -4%
BFG
227
Barber Financial Group
Kansas
$211K +$211K +6,819 New
FPCM
228
Financial Partners Capital Management
New York
$209K +$209K +6,738 New
LWM
229
Laidlaw Wealth Management
New York
$207K -$136K -4,398 -40%
LWM
230
Loveless Wealth Management
Montana
$207K +$39.3K +1,270 +23%
CIA
231
CSat Investment Advisory
Michigan
$200K +$21.7K +700 +12%
CI
232
CX Institutional
Indiana
$199K -$1.62M -52,093 -89%
IA
233
IFP Advisors
Florida
$184K -$75.1K -2,412 -29%
NFG
234
Next Financial Group
Texas
$178K -$651 -21 -0.4%
CWM
235
Cranbrook Wealth Management
Michigan
$171K +$171K +5,504 New
CAC
236
Certified Advisory Corp
Florida
$163K +$132K +4,282 +434%
AIC
237
Ameritas Investment Company
Nebraska
$163K +$163K +5,254 New
Fidelity Investments
238
Fidelity Investments
Massachusetts
$162K +$19.2K +621 +13%
Marshall Wace
239
Marshall Wace
United Kingdom
$155K -$244K -7,842 -61%
AssetMark Inc
240
AssetMark Inc
California
$149K -$211K -6,790 -59%
PI
241
PineBridge Investments
New York
$149K -$59K -1,900 -28%
HIIFS
242
Harel Insurance Investments & Financial Services
Israel
$147K -$3.63M -117,130 -96%
LWANC
243
Laurel Wealth Advisors (North Carolina)
North Carolina
$132K +$25.2K +811 +24%
JPLA
244
Joseph P. Lucia & Associates
New York
$128K -$2.98K -96 -2%
APA
245
American Portfolios Advisors
New York
$127K -$1.58K -51 -1%
SFSIG
246
San Francisco Sentry Investment Group
California
$127K – – –
AIC
247
Ayalon Insurance Company
Israel
$124K +$33.9K +1,163 +38%
AWM
248
Atticus Wealth Management
Florida
$124K +$124K +3,996 New
AA
249
AlphaMark Advisors
Kentucky
$121K -$54.2K -1,747 -31%
EIP
250
Ellis Investment Partners
Pennsylvania
$110K +$12K +416 +12%
8 9
10
11 12