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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 %
PFS
426
Prospera Financial Services
Texas
– -$344K -8,891 Closed
MCP
427
Mirador Capital Partners
California
– -$313K -8,106 Closed
IWC
428
Integrated Wealth Concepts
Massachusetts
– -$307K -7,939 Closed
DSN
429
D. Scott Neal
Kentucky
– -$306K -7,911 Closed
OMC
430
Old Mission Capital
Illinois
– -$302K -7,800 Closed
DLHL
431
Donald L. Hagan LLC
Florida
– -$298K -7,446 Closed
Betterment LLC
432
Betterment LLC
New York
– -$271K -7,002 Closed
HCM
433
Hollencrest Capital Management
California
– -$268K -6,925 Closed
UCFA
434
United Capital Financial Advisors
Texas
– -$249K -6,435 Closed
KJHP
435
K.J. Harrison & Partners
Ontario, Canada
– -$248K -6,414 Closed
KFGK
436
Keystone Financial Group (Kentucky)
Kentucky
– -$243K -6,295 Closed
CPA
437
Court Place Advisors
Maryland
– -$239K -6,174 Closed
SCA
438
Snowden Capital Advisors
New York
– -$237K -6,118 Closed
PWLP
439
Prio Wealth Limited Partnership
Massachusetts
– -$235K -6,065 Closed
LBD
440
Landsberg Bennett & Dubbaneh
Florida
– -$231K -6,012 Closed
HAS
441
HBW Advisory Services
California
– -$224K -5,862 Closed
BWP
442
Bernardo Wealth Planning
Pennsylvania
– -$225K -5,834 Closed
Neuberger Berman Group
443
Neuberger Berman Group
New York
– -$214K -5,522 Closed
BO
444
BRR OpCo
Ohio
– -$211K -5,451 Closed
FFN
445
Focus Financial Network
Minnesota
– -$202K -5,231 Closed
RWA
446
Ropes Wealth Advisors
Massachusetts
– -$196K -5,072 Closed
EA
447
Emerald Advisors
Washington
– -$201K -5,058 Closed
BAM
448
Belpointe Asset Management
Nevada
– -$171K -4,414 Closed
SMG
449
Spectrum Management Group
Indiana
– -$76K -1,970 Closed
HR
450
Howe & Rusling
New York
– -$59K -1,524 Closed
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