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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 %
TIM
326
Tortoise Investment Management
New York
$8K – – –
CFN
327
Cordasco Financial Network
Florida
$8K – – –
BBPWM
328
Blue Bell Private Wealth Management
Pennsylvania
$7K -$804 -27 -10%
TSW
329
Thompson Siegel & Walmsley
Virginia
$7K – – –
HI
330
Hudock Inc
Pennsylvania
$6K -$10K -370 -63%
TPWA
331
TRUE Private Wealth Advisors
Oregon
$6K -$1.06K -39 -15%
IA
332
Independence Advisors
Pennsylvania
$6K – – –
JGIA
333
Jackson Grant Investment Advisers
Connecticut
$6K +$1.01K +35 +20%
TF
334
Tompkins Financial
New York
$6K +$1.88K +61 +46%
ME
335
McIlrath & Eck
Washington
$6K +$4.44K +139 +284%
WT
336
Whittier Trust
California
$5K -$25.5K -858 -84%
WCG
337
Weaver Consulting Group
California
$5K – – –
BWM
338
BerganKDV Wealth Management
Minnesota
$5K – – –
BAM
339
Bellevue Asset Management
Washington
$5K – – –
PA
340
Procyon Advisors
Connecticut
$5K – – –
WB
341
Webster Bank
Connecticut
$5K – – –
RFA
342
Reilly Financial Advisors
California
$5K +$32 +1 +0.6%
DSC
343
Duncker Streett & Co
Missouri
$5K +$1.77K +53 +55%
BC
344
Bartlett & Co
Ohio
$5K +$5K +160 New
BCWM
345
Bartlett & Co Wealth Management
Ohio
$4.96K – – –
BWA
346
BDO Wealth Advisors
Florida
$4K -$777 -27 -16%
FFW
347
Fusion Family Wealth
New York
$4K – – –
LFG
348
Larson Financial Group
Missouri
$4K – – –
TCOV
349
Trust Company of Vermont
Vermont
$4K – – –
WB
350
West Bancorporation
Iowa
$4K – – –
12 13
14
15 16