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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

377 hedge funds and large institutions have $2.54B invested in Real Estate Select Sector SPDR Fund in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+30
Holders Change %
+8.65%
% of All Funds
8.17%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.2%
New
75
Increased
105
Reduced
105
Closed
37
Calls
$37.8M
Puts
$7.64M
Net Calls
+$30.1M
Net Calls Change
-$54.4M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
+$103M
2
Wells Fargo
Wells Fargo
California
+$61M
3
PI
Putnam Investments
Massachusetts
+$32.1M
4
Morgan Stanley
Morgan Stanley
New York
+$24.5M
5
Lido Advisors
Lido Advisors
California
+$19.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$174M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$16.1M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$15.8M
4
MLM
Mount Lucas Management
Pennsylvania
-$15.6M
5
CI
Cavalier Investments
Georgia
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
376
Simplicity Solutions
Minnesota
– -$205K -6,621 Closed
WVP
377
Worth Venture Partners
New Jersey
– -$91K -2,948 Closed
LIM
378
Longfellow Investment Management
Massachusetts
– -$84K -2,718 Closed
BOPW
379
Brandywine Oak Private Wealth
Pennsylvania
– -$71K -2,503 Closed
W
380
WealthOne
New York
– -$65K -2,088 Closed
AIC
381
Ameritas Investment Company
Nebraska
– -$52K -1,690 Closed
MOS
382
MGO One Seven
Ohio
– -$45K -1,482 Closed
EDRH
383
Edmond de Rothschild Holding
Switzerland
– -$40K -1,293 Closed
ZB
384
Zions Bancorporation
Utah
– -$35K -1,139 Closed
RWA
385
River Wealth Advisors
Pennsylvania
– -$33K -1,050 Closed
SFC
386
SYM Financial Corp
Indiana
– -$24K -774 Closed
Chevy Chase Trust
387
Chevy Chase Trust
Maryland
– -$22K -694 Closed
CCM
388
Cribstone Capital Management
Maine
– -$16K -500 Closed
CWA
389
Clarus Wealth Advisors
Arizona
– -$16K -500 Closed
PG
390
Patten Group
Tennessee
– -$10K -324 Closed
BCA
391
Berman Capital Advisors
Georgia
– -$8K -268 Closed
MWA
392
Meridian Wealth Advisors
Texas
– -$7K -222 Closed
DWM
393
Doyle Wealth Management
Florida
– -$6K -199 Closed
FMII
394
Farmers & Merchants Investments Inc
Nebraska
– -$4K -125 Closed
WANY
395
Wealthspire Advisors (New York)
New York
– -$3K -85 Closed
LPWM
396
Lake Point Wealth Management
Texas
– -$2K -76 Closed
CGT
397
Capital Guardian Trust
California
– -$2K -70 Closed
TFA
398
Transamerica Financial Advisors
Florida
– -$3K -66 Closed
LPC
399
Loeb Partners Corp
New York
– -$2K -52 Closed
SIAG
400
Signet Investment Advisory Group
Rhode Island
– -$1K -41 Closed
13 14 15
16
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