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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 %
LFG
351
Larson Financial Group
Missouri
$4K – – –
OC
352
Oakworth Capital
Alabama
$4K – – –
TCOV
353
Trust Company of Vermont
Vermont
$4K – – –
GSWM
354
Golden State Wealth Management
California
$4K +$4K +139 New
AIM
355
Anchor Investment Management
South Carolina
$3.19K – – –
CIAS
356
Capital Investment Advisory Services
North Carolina
$3K -$2.86K -100 -49%
AF
357
Allworth Financial
California
$3K -$3K -81 -50%
GI
358
Gradient Investments
Minnesota
$3K -$2.3K -66 -43%
CB
359
Community Bank
New York
$3K – – –
S
360
SignatureFD
Georgia
$3K +$314 +9 +12%
HFA
361
HC Financial Advisors
California
$3K +$3K +81 New
WAS
362
Winch Advisory Services
Wisconsin
$3K +$3K +85 New
PP
363
Pacifica Partners
Canada
$2K -$2.04K -55 -50%
MAWCM
364
Mine & Arao Wealth Creation & Management
California
$2K – – –
ClearBridge Investments
365
ClearBridge Investments
New York
$2K – – –
HPC
366
HM Payson & Co
Maine
$2K – – –
AF
367
Arrow Financial
New York
$2K – – –
VRM
368
Vectors Research Management
New York
$2K – – –
LWM
369
Liberty Wealth Management
California
$2K – – –
SNT
370
Security National Trust
West Virginia
$2K – – –
PCFFS
371
Pacific Center for Financial Services
California
$2K – – –
PB
372
Pinnacle Bancorp
Nebraska
$2K – – –
WFMPM
373
Woodley Farra Manion Portfolio Management
Indiana
$2K +$2K +61 New
DCM
374
Davis Capital Management
Florida
$2K +$2K +69 New
BWA
375
Burt Wealth Advisors
Maryland
$2K +$2K +71 New
13 14
15
16 17