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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

430 hedge funds and large institutions have $2.65B invested in Real Estate Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 136 increasing their positions, 115 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+39
Holders Change %
+9.97%
% of All Funds
8.49%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.14%
New
89
Increased
136
Reduced
115
Closed
43
Calls
$3.52M
Puts
$1.48M
Net Calls
+$2.04M
Net Calls Change
-$1.67M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$106M
2
BlackRock
BlackRock
New York
$247M
3
SG Americas Securities
SG Americas Securities
New York
$18.3M
4
PI
Putnam Investments
Massachusetts
$35.4M
5
AIA
Avalon Investment & Advisory
Texas
$10.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$958M
2
State Street
State Street
Massachusetts
$9.53M
3
AssetMark Inc
AssetMark Inc
California
$448K
4
Morgan Stanley
Morgan Stanley
New York
$95.8M
5
GFPC
Global Financial Private Capital
Florida
$683K
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
401
TD Ameritrade Investment Management
Nebraska
$2K -$3.02K -74 -60%
IRC
402
Investors Research Corp
Georgia
$2K – – –
AF
403
Arrow Financial
New York
$2K – – –
RCA
404
Rowland Carmichael Advisors
Arizona
$2K – – –
PCFFS
405
Pacific Center for Financial Services
California
$2K – – –
ME
406
McIlrath & Eck
Washington
$2K – – –
LWM
407
Liberty Wealth Management
California
$2K – – –
MFT
408
Moisand Fitzgerald Tamayo
Florida
$2K – – –
FA
409
Fortis Advisors
Pennsylvania
$2K – – –
MAWCM
410
Mine & Arao Wealth Creation & Management
California
$2K +$2K +60 New
SAM
411
S.A. Mason
Michigan
$2K +$2K +60 New
FMP
412
Financial Management Professionals
Texas
$2K +$2K +62 New
AA
413
Argent Advisors
Louisiana
$2K +$2K +69 New
GEA
414
Glen Eagle Advisors
New Jersey
$1.43K – – –
MSFP
415
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
MIFH
416
Migdal Insurance & Financial Holdings
Israel
$1K – – –
HCM
417
Highlander Capital Management
New Jersey
$1K – – –
TF
418
TimeScale Financial
Massachusetts
$1K – – –
PCA
419
Providence Capital Advisors
North Carolina
$1K +$1K +34 New
BUB
420
BBVA USA Bancshares
Texas
$1K +$1K +38 New
VCS
421
Vaughan & Co Securities
New Jersey
$966 +$966 +25 New
KFS
422
Kelly Financial Services
Massachusetts
$735 – – –
PS
423
Portfolio Strategies
New York
– -$12.3M -312,253 Closed
UBS AM
424
UBS AM
Illinois
– -$9.84M -250,032 Closed
M&T Bank
425
M&T Bank
New York
– -$7.01M -178,215 Closed
15 16
17
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