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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 %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$508K +$389K +10,074 +328%
ASN
177
Advisory Services Network
Georgia
$501K +$165K +4,275 +49%
TPSF
178
Texas Permanent School Fund
Texas
$499K – – –
Marshall Wace
179
Marshall Wace
United Kingdom
$496K +$496K +12,826 New
BS
180
Banco Santander
Spain
$471K -$22.8K -590 -5%
AAS
181
Avantax Advisory Services
Texas
$470K +$142K +3,661 +43%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$464K +$80.4K +2,077 +21%
UAS
183
United Asset Strategies
New York
$460K +$139K +3,590 +43%
AssetMark Inc
184
AssetMark Inc
California
$448K -$29.5M -761,423 -99%
Creative Planning
185
Creative Planning
Kansas
$436K +$62K +1,602 +17%
I
186
IberiaBank
Louisiana
$434K +$36.6K +947 +9%
RC
187
Roundview Capital
New Jersey
$433K +$7.15K +185 +2%
SIGI
188
Susquehanna International Group (Ireland)
Ireland
$431K -$310K -8,016 -42%
LWM
189
Laidlaw Wealth Management
New York
$429K +$429K +11,086 New
TNB
190
TCF National Bank
South Dakota
$426K -$16.8K -435 -4%
CIA
191
Capital Investment Advisors
Georgia
$423K -$31.5K -816 -7%
Wolverine Trading
192
Wolverine Trading
Illinois
$419K -$2.84M -74,007 -87%
PPA
193
Parametric Portfolio Associates
Washington
$419K +$80.2K +2,072 +24%
WTB
194
Washington Trust Bank
Washington
$412K +$412K +10,644 New
FT
195
Fiduciary Trust
Massachusetts
$411K +$411K +10,616 New
SWP
196
Stratos Wealth Partners
Ohio
$402K +$125K +3,243 +45%
CA
197
Cetera Advisors
Colorado
$399K +$28.2K +726 +8%
JWCA
198
J.W. Cole Advisors
Florida
$392K +$392K +10,127 New
SCA
199
Sage Capital Advisors
South Dakota
$387K +$387K +10,011 New
WI
200
Wintrust Investments
Illinois
$385K -$85.1K -2,200 -18%
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