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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 %
SWA
376
Sutton Wealth Advisors
Florida
$1.98K – – –
WA
377
WBH Advisory
Maryland
$1.89K -$125 -4,036 -6%
NL
378
NWAM LLC
Washington
$1.53K – +7 +0%
GEA
379
Glen Eagle Advisors
New Jersey
$1.15K – – –
TAIM
380
TD Ameritrade Investment Management
Nebraska
$1K -$114 -5 -10%
MSFP
381
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
IRC
382
Investors Research Corp
Georgia
$1K – – –
MIFH
383
Migdal Insurance & Financial Holdings
Israel
$1K – – –
MFT
384
Moisand Fitzgerald Tamayo
Florida
$1K – – –
KFI
385
Key Financial Inc
Pennsylvania
$1K +$1K +18 New
SFSG
386
Stearns Financial Services Group
North Carolina
$1K +$1K +18 New
SQA
387
Simon Quick Advisors
New Jersey
$1K +$1K +25 New
SIM
388
Sonora Investment Management
Arizona
$1K +$1K +40 New
KFS
389
Kelly Financial Services
Massachusetts
$589 – – –
WIM
390
Westside Investment Management
California
$5 +$5 +166 New
MLM
391
Mount Lucas Management
Pennsylvania
– -$12.9M -332,609 Closed
AIA
392
Avalon Investment & Advisory
Texas
– -$10.4M -268,435 Closed
CA
393
Cumberland Advisors
Florida
– -$9.23M -238,800 Closed
CWA
394
Core Wealth Advisors
Florida
– -$6.06M -156,633 Closed
MTB
395
Mizuho Trust & Banking
Japan
– -$5.8M -150,000 Closed
HIM
396
Hanlon Investment Management
New Jersey
– -$3.98M -102,926 Closed
NCM
397
Niemann Capital Management
Nevada
– -$3.77M -97,365 Closed
FS
398
Ferguson Shapiro
Georgia
– -$3.53M -91,149 Closed
N
399
Natixis
France
– -$3.38M -87,934 Closed
NMIFOAC
400
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
– -$2.99M -77,302 Closed
14 15
16
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