XLRE icon

Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

313 hedge funds and large institutions have $2.04B invested in Real Estate Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 93 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+15
Holders Change %
+5.03%
% of All Funds
7.18%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
49
Increased
93
Reduced
89
Closed
31
Calls
$3.53M
Puts
$1.43M
Net Calls
+$2.09M
Net Calls Change
+$3.23M

Top Buyers

1
BCM
BlueCrest Capital Management
Jersey
+$19.6M
2
BlackRock
BlackRock
New York
+$18.9M
3
CI
Cavalier Investments
Georgia
+$18.8M
4
Bank of America
Bank of America
North Carolina
+$16M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$51.3M
2
Ameriprise
Ameriprise
Minnesota
-$44.7M
3
Wells Fargo
Wells Fargo
California
-$20.9M
4
N
Natixis
France
-$15.5M
5
UBS Group
UBS Group
Switzerland
-$7.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
226
Thompson Siegel & Walmsley
Virginia
$10K – – –
WWM
227
Wagner Wealth Management
South Carolina
$10K – – –
SWM
228
SeaCrest Wealth Management
New York
$10K – – –
WA
229
WP Advisors
California
$10K +$10K +320 New
AIL
230
AGF Investments LLC
Ontario, Canada
$9.88K +$9.88K +301,926 +2,012,840%
AF
231
Advisornet Financial
Minnesota
$9K -$9.78K -314 -52%
SFSIG
232
San Francisco Sentry Investment Group
California
$9K -$462 -14 -5%
EFSCE
233
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
WAM
234
Wealthspire Advisors (Maryland)
Maryland
$9K +$682 +20 +8%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$9K +$5.03K +151 +127%
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$9K +$8.11K +245 +907%
ME
237
McIlrath & Eck
Washington
$8K -$1.88K -54 -19%
HCM
238
Hilton Capital Management
New York
$8K +$8K +235 New
AF
239
Arrow Financial
New York
$7K -$41.2K -1,195 -85%
TWA
240
TCI Wealth Advisors
Arizona
$6K -$690 -20 -10%
THWM
241
Taylor Hoffman Wealth Management
Virginia
$6K – – –
FFW
242
Fusion Family Wealth
New York
$6K – – –
WB
243
Webster Bank
Connecticut
$6K – – –
BDWM
244
Brewin Dolphin Wealth Management
Ireland
$5.36K – – –
LBG
245
Lloyds Banking Group
United Kingdom
$5K – – –
ECM
246
Exchange Capital Management
Michigan
$5K – – –
QAM
247
QCI Asset Management
New York
$5K – – –
GBBWRPM
248
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K – – –
PFP
249
Pinnacle Financial Partners
Tennessee
$5K – – –
TCOV
250
Trust Company of Vermont
Vermont
$5K +$5K +139 New
8 9
10
11 12