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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 %
IAN
201
Integrated Advisors Network
Texas
$269K -$218K -7,016 -45%
CI
202
Conning Inc
Connecticut
$264K – – –
BOTW
203
Bank of the West
California
$257K +$24.9K +802 +11%
EDRIA
204
Edmonds Duncan Registered Investment Advisors
Kansas
$253K -$196K -6,319 -44%
MAM
205
Marquette Asset Management
Minnesota
$253K – – –
FNBOH
206
First National Bank of Hutchinson
Kansas
$251K – – –
CCT
207
Country Club Trust
Missouri
$249K +$44.7K +1,395 +22%
HSBC Holdings
208
HSBC Holdings
United Kingdom
$243K +$20.2K +653 +9%
WWM
209
Western Wealth Management
Colorado
$243K +$243K +7,897 New
CIM
210
Contravisory Investment Management
Massachusetts
$242K -$9.13K -295 -4%
LCM
211
Landscape Capital Management
New Jersey
$242K +$242K +7,818 New
FAM
212
Flaharty Asset Management
Florida
$240K -$50.9K -1,645 -17%
CGA
213
Crescent Grove Advisors
Illinois
$230K – – –
3AM
214
3D Asset Management
Connecticut
$229K +$229K +7,386 New
CAM
215
Carret Asset Management
New York
$226K – – –
PT
216
Plimoth Trust
Massachusetts
$223K +$8.49K +274 +4%
FCFC
217
First Commonwealth Financial Corp
Pennsylvania
$220K +$220K +7,109 New
CTC
218
Central Trust Company
Missouri
$219K -$43.3K -1,395 -17%
MC
219
Moors & Cabot
Massachusetts
$218K -$44.3K -1,431 -17%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$218K – – –
KeyBank National Association
221
KeyBank National Association
Ohio
$217K -$625K -20,147 -74%
SCM
222
Southport Capital Management
Tennessee
$216K -$10.9K -351 -5%
FCI
223
Financial Counselors Inc
Kansas
$212K +$12.4K +401 +6%
CCMW
224
Cypress Capital Management (Wyoming)
Wyoming
$212K +$198K +6,392 +1,390%
MAS
225
Madden Advisory Services
Florida
$212K +$212K +6,858 New
7 8
9
10 11