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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 %
TC
276
Truvestments Capital
Florida
$43K +$43K +1,413 New
CFG
277
Citizens Financial Group
Rhode Island
$41K -$2.7K -87 -6%
CFD
278
Creative Financial Designs
Indiana
$38K +$33.7K +1,077 +792%
CCM
279
Covington Capital Management
California
$35K +$219 +7 +0.6%
APC
280
Aspire Private Capital
North Carolina
$34K -$3.36K -109 -9%
ADL
281
Asset Dedication LLC
California
$33K +$33K +1,056 New
CAAS
282
Capital Asset Advisory Services
Michigan
$31K +$3.37K +107 +12%
WP
283
WealthShield Partners
North Carolina
$31K +$31K +1,016 New
1IA
284
1834 Investment Advisors
Wisconsin
$29K -$1.83K -58 -6%
SFG
285
Sowa Financial Group
Rhode Island
$26K – – –
SWA
286
Stratos Wealth Advisors
Ohio
$25K +$25K +807 New
GFPC
287
Global Financial Private Client
Florida
$24.1K – – –
PFGIA
288
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$92 +3 +0.4%
GWMIA
289
Global Wealth Management Investment Advisory
Florida
$24K +$1.99K +63 +9%
RMC
290
Resources Management Corp
Connecticut
$23K – – –
BFC
291
Bedel Financial Consulting
Indiana
$23K – – –
EP
292
Eudaimonia Partners
Tennessee
$22K -$7.83K -249 -26%
CFA
293
Carroll Financial Associates
North Carolina
$22K – – –
FANJ
294
Financial Architects (New Jersey)
New Jersey
$22K +$123 +4 +0.6%
BG
295
Bollard Group
Massachusetts
$21K +$93 +3 +0.4%
LWA
296
Lenox Wealth Advisors
New York
$21K +$4.8K +156 +30%
IF
297
Ironwood Financial
Arizona
$20K – – –
SMFS
298
Squar Milner Financial Services
California
$20K – – –
PFP
299
Pinnacle Financial Partners
Tennessee
$18K -$157K -5,130 -90%
AWA
300
Arkadios Wealth Advisors
Georgia
$17.8K +$2.33K +75 +15%
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