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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 %
N
301
Natixis
France
– -$15.5M -500,001 Closed
D.E. Shaw & Co
302
D.E. Shaw & Co
New York
– -$4.54M -146,000 Closed
HH
303
Hilltop Holdings
Texas
– -$4.2M -135,256 Closed
AC
304
AFAM Capital
Texas
– -$2.35M -75,449 Closed
SIMM
305
Stillwater Investment Management (Minnesota)
Minnesota
– -$815K -26,227 Closed
SAM
306
Sequent Asset Management
Texas
– -$615K -19,472 Closed
AGM
307
Alpine Global Management
New York
– -$602K -19,371 Closed
MFW
308
Meristem Family Wealth
Minnesota
– -$474K -15,244 Closed
CCT
309
Country Club Trust
Missouri
– -$248K -7,996 Closed
FCI
310
Financial Counselors Inc
Kansas
– -$217K -6,979 Closed
SWP
311
Stratos Wealth Partners
Ohio
– -$202K -6,494 Closed
APP
312
Avantax Planning Partners
Iowa
– -$139K -4,467 Closed
PWM
313
Perigon Wealth Management
California
– -$23K -732 Closed
FPFS
314
First Personal Financial Services
North Carolina
– -$19K -620 Closed
HR
315
Howe & Rusling
New York
– -$17K -545 Closed
KF
316
Krilogy Financial
Missouri
– -$16K -522 Closed
IWM
317
IHT Wealth Management
Illinois
– -$15K -477 Closed
FCAG
318
First Capital Advisors Group
New Jersey
– -$14K -452 Closed
MRCM
319
M&R Capital Management
New Jersey
– -$9K -305 Closed
CAL
320
Capital Advisors Ltd
Ohio
– -$9K -278 Closed
JWA
321
JFS Wealth Advisors
Pennsylvania
– -$4K -121 Closed
NCM
322
Nelson Capital Management
California
– -$3K -110 Closed
ACM
323
Aviance Capital Management
Florida
– -$3K -95 Closed
LWCFA
324
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$2K -70 Closed
WCM
325
Whitener Capital Management
North Carolina
– -$1K -60 Closed
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13
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