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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 %
BAC
126
Boys Arnold & Co
North Carolina
$705K -$58.4K -1,884 -8%
KPW
127
Kore Private Wealth
New York
$695K -$183K -5,902 -21%
IWM
128
IHT Wealth Management
Illinois
$674K +$166K +5,363 +33%
SW
129
SVB Wealth
Massachusetts
$646K -$50.8K -1,640 -7%
TF
130
Trek Financial
Arizona
$640K -$980K -31,640 -61%
CC
131
Callan Capital
California
$609K -$251K -8,096 -29%
CCM
132
Chilton Capital Management
Texas
$599K – – –
PWMG
133
Prestige Wealth Management Group
New Jersey
$597K +$597K +19,261 New
CAL
134
Capital Advisors Ltd
Ohio
$592K +$592K +19,100 New
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$576K -$422K -13,598 -42%
CF
136
Centaurus Financial
California
$534K -$670K -21,584 -56%
EWM
137
Evercore Wealth Management
New York
$533K +$364K +11,742 +215%
VWA
138
V Wealth Advisors
Kansas
$532K -$82.5K -2,663 -13%
MBTD
139
Mechanics Bank - Trust Department
California
$522K -$3.19K -103 -0.6%
QT
140
Quantbot Technologies
New York
$522K +$522K +16,868 New
EH
141
Equitable Holdings
New York
$516K +$228K +7,349 +79%
GFPC
142
Global Financial Private Capital
Florida
$515K -$32.5K -1,049 -6%
XS
143
XR Securities
Illinois
$507K +$507K +16,367 New
Squarepoint
144
Squarepoint
New York
$506K +$506K +16,335 New
ACM
145
Anfield Capital Management
California
$497K +$333K +10,751 +203%
Creative Planning
146
Creative Planning
Kansas
$495K +$145K +4,692 +42%
RSWM
147
Robertson Stephens Wealth Management
California
$495K +$292K +9,403 +143%
RFC
148
Regions Financial Corp
Alabama
$491K -$2.47M -79,637 -83%
NCM
149
Nelson Capital Management
California
$490K +$11.5K +371 +2%
MFW
150
Meristem Family Wealth
Minnesota
$473K – – –
4 5
6
7 8