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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 %
RMAM
451
Raab & Moskowitz Asset Management
New Jersey
– -$58K -1,518 Closed
DY
452
Dowling & Yahnke
California
– -$48K -1,253 Closed
CHAM
453
Clear Harbor Asset Management
Connecticut
– -$38.7K -1,000 Closed
RIA
454
Realta Investment Advisors
Delaware
– -$32K -806 Closed
GDP
455
Great Diamond Partners
Maine
– -$14K -378 Closed
PA
456
Parallel Advisors
California
– -$7K -173 Closed
THWM
457
Taylor Hoffman Wealth Management
Virginia
– -$7K -171 Closed
BDWM
458
Brewin Dolphin Wealth Management
Ireland
– -$6.34K -164 Closed
PA
459
PSI Advisors
Florida
– -$5K -138 Closed
EWA
460
Evolution Wealth Advisors
Florida
– -$5K -118 Closed
AP
461
Arlington Partners
Alabama
– -$4K -115 Closed
ACM
462
Allred Capital Management
Texas
– -$4.35K -113 Closed
FMII
463
Farmers & Merchants Investments Inc
Nebraska
– -$4K -108 Closed
OIA
464
Optimum Investment Advisors
Illinois
– -$4K -100 Closed
PWP
465
Personal Wealth Partners
Minnesota
– -$3K -81 Closed
SL
466
Savior LLC
Massachusetts
– -$3K -70 Closed
AA
467
Argent Advisors
Louisiana
– -$2K -69 Closed
FMP
468
Financial Management Professionals
Texas
– -$2K -62 Closed
SAM
469
S.A. Mason
Michigan
– -$2K -60 Closed
RCA
470
Rowland Carmichael Advisors
Arizona
– -$2K -55 Closed
FA
471
Fortis Advisors
Pennsylvania
– -$2K -39 Closed
BUB
472
BBVA USA Bancshares
Texas
– -$1K -38 Closed
PCA
473
Providence Capital Advisors
North Carolina
– -$1K -34 Closed
TF
474
TimeScale Financial
Massachusetts
– -$1K -28 Closed
VCS
475
Vaughan & Co Securities
New Jersey
– -$966 -25 Closed
15 16 17 18
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