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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

292 hedge funds and large institutions have $1.76B invested in Real Estate Select Sector SPDR Fund in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
–
Holders Change %
0%
% of All Funds
7.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
32
Increased
88
Reduced
104
Closed
30
Calls
$3.56M
Puts
$2.41M
Net Calls
+$1.15M
Net Calls Change
+$312K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$957M
2
BCM
BlueCrest Capital Management
Jersey
$18.8M
3
TRCT
Tower Research Capital (TRC)
New York
$7.74M
4
WF
WealthTrust Fairport
Ohio
$6.67M
5
AssetMark Inc
AssetMark Inc
California
$6.68M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$95.9M
2
Citigroup
Citigroup
New York
$1.96M
3
Ameriprise
Ameriprise
Minnesota
$62.1M
4
PAG
Pinnacle Advisory Group
Maryland
$936K
5
SMM
Stadion Money Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
126
1834 Investment Advisors
Wisconsin
$342K -$125K -3,895 -27%
FNBOH
127
First National Bank of Hutchinson
Kansas
$342K -$417 -13 -0.1%
PFO
128
Pathstone Family Office
New Jersey
$339K +$1.74K +54 +0.5%
I
129
IberiaBank
Louisiana
$337K +$337K +10,201 New
Creative Planning
130
Creative Planning
Kansas
$331K -$25.2K -781 -7%
FPCM
131
Financial Partners Capital Management
New York
$316K – – –
SBIA
132
Sheaff Brock Investment Advisors
Indiana
$309K -$72.2K -2,237 -19%
SAM
133
Sawgrass Asset Management
Florida
$305K – – –
HCIA
134
Hochman Cole Investment Advisors
Illinois
$300K +$64 +2 +0%
CGA
135
Crescent Grove Advisors
Illinois
$299K -$263K -8,145 -47%
FA
136
FDx Advisors
Illinois
$294K +$5.71K +177 +2%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$291K -$45.1K -1,397 -13%
PWLP
138
Prio Wealth Limited Partnership
Massachusetts
$280K -$9.98K -310 -3%
CPA
139
Court Place Advisors
Maryland
$279K -$22.2K -691 -7%
DADC
140
D.A. Davidson & Co
Montana
$279K +$11.2K +347 +4%
MMG
141
Monetary Management Group
Missouri
$278K – – –
RC
142
Roundview Capital
New Jersey
$273K – – –
ASN
143
Advisory Services Network
Georgia
$266K +$45K +1,397 +20%
USGIU
144
U.S. Global Investors (USGI)
Texas
$264K +$264K +8,200 New
BPM
145
Bowling Portfolio Management
Ohio
$263K -$5.33K -165 -2%
MAM
146
Marquette Asset Management
Minnesota
$263K – – –
SCA
147
Snowden Capital Advisors
New York
$256K +$17.4K +539 +7%
BOTW
148
Bank of the West
California
$254K -$20K -619 -7%
FCI
149
Financial Counselors Inc
Kansas
$250K +$6.54K +203 +3%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$240K -$35K -1,087 -13%
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