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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 %
ACA
301
Atlas Capital Advisors
Wyoming
$17K – – –
CAGAS
302
Capital Advisory Group Advisory Services
Minnesota
$17K -$385 -13 -2%
RBC
303
Roble Belko & Company
Pennsylvania
$17K – – –
TFGT
304
TS Financial Group (TSFG)
Illinois
$15K -$24.6K -797 -62%
BHWM
305
Bay Harbor Wealth Management
Maryland
$15K -$4.27K -137 -22%
SSB
306
Sandy Spring Bank
Maryland
$15K -$3.02K -100 -17%
CA
307
Clearstead Advisors
Ohio
$15K +$15K +474 New
JCM
308
Jacobi Capital Management
Pennsylvania
$14K – – –
HWA
309
HCR Wealth Advisors
California
$14K – – –
BWL
310
Bogart Wealth LLC
Virginia
$14K – – –
GTAM
311
Global Trust Asset Management
Florida
$13K -$252K -7,957 -95%
SCA
312
Stonebridge Capital Advisors
Minnesota
$13K – – –
CBT
313
Capital Bank & Trust
California
$13K +$8.43K +280 +184%
VCP
314
Verus Capital Partners
Arizona
$12K -$9.3K -299 -44%
IFAM
315
Institutional & Family Asset Management
Colorado
$12K – – –
TWA
316
TCI Wealth Advisors
Arizona
$11K -$14.9K -463 -58%
FCA
317
FinTrust Capital Advisors
South Carolina
$11K +$11K +365 New
Bessemer Group
318
Bessemer Group
New Jersey
$10K – – –
CAN
319
Claraphi Advisory Network
United States
$10K +$10K +321 New
HI
320
Hoey Investments
Pennsylvania
$10K +$10K +322 New
EFSCE
321
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
SIAP
322
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K – – –
RP
323
Rice Partnership
Hawaii
$9K – – –
DWM
324
Darwin Wealth Management
Florida
$9K +$9K +301 New
EW
325
Evoke Wealth
California
$8.99K +$8.99K +290 New
11 12
13
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