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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 %
CAC
276
Certified Advisory Corp
Florida
$2K – – –
TAIM
277
TD Ameritrade Investment Management
Nebraska
$2K +$222 +7 +13%
CA
278
Crewe Advisors
Utah
$2K +$2K +49 New
RWP
279
RWA Wealth Partners
Massachusetts
$2K +$2K +52 New
S
280
SignatureFD
Georgia
$2K +$2K +55 New
SIM
281
Sonora Investment Management
Arizona
$2K +$2K +63 New
WIM
282
Westside Investment Management
California
$1.79K – – –
GEA
283
Glen Eagle Advisors
New Jersey
$1.21K – – –
FA
284
Fortis Advisors
Pennsylvania
$1K -$333 -13 -25%
AWM
285
Avior Wealth Management
Nebraska
$1K – – –
MCA
286
Mercer Capital Advisers
New Jersey
$1K – – –
MFT
287
Moisand Fitzgerald Tamayo
Florida
$1K – – –
PCG
288
Private Capital Group
Connecticut
$1K – – –
VNA
289
Valley National Advisers
Pennsylvania
$1K – – –
MFBTD
290
MB Financial Bank - Trust Department
Illinois
$1K – – –
HCM
291
Highlander Capital Management
New Jersey
$1K – – –
HI
292
Hudock Inc
Pennsylvania
$1K – – –
AF
293
Allworth Financial
California
$1K – – –
OC
294
Oakworth Capital
Alabama
$1K – – –
SWP
295
Strategic Wealth Partners
Ohio
$1K – – –
SIS
296
Sound Income Strategies
Florida
$1K – – –
OBWP
297
O'Brien Wealth Partners
Massachusetts
$1K +$23 +1 +2%
IAS
298
IMA Advisory Services
Colorado
$1K +$1K +41 New
KJWM
299
Kiley Juergens Wealth Management
Washington
$1K +$1K +54 New
FRA
300
Front Row Advisors
California
$52 +$20 +595 +60%
10 11
12
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