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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

308 hedge funds and large institutions have $1.8B invested in Real Estate Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 67 increasing their positions, 109 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+16
Holders Change %
+5.48%
% of All Funds
7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
62
Increased
67
Reduced
109
Closed
43
Calls
$1.8M
Puts
$2.58M
Net Calls
-$783K
Net Calls Change
-$1.94M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.01B
2
N
Natixis
France
$16.5M
3
TSS
Two Sigma Securities
New York
$21.7M
4
Morgan Stanley
Morgan Stanley
New York
$42.4M
5
ONB
Old National Bancorp
Indiana
$11.1M

Top Sellers

1
BCM
BlueCrest Capital Management
Jersey
$0
2
TRCT
Tower Research Capital (TRC)
New York
$0
3
Ameriprise
Ameriprise
Minnesota
$57.1M
4
TAM
Tiverton Asset Management
Delaware
$0
5
AssetMark Inc
AssetMark Inc
California
$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
201
Peddock Capital Advisors
Massachusetts
$28K – – –
CPA
202
Clear Perspective Advisors
Illinois
$27K -$6.68K -201 -20%
JIR
203
James Investment Research
Ohio
$26K – – –
DSC
204
Duncker Streett & Co
Missouri
$26K – – –
PWM
205
Perigon Wealth Management
California
$24K – – –
IF
206
Ironwood Financial
Arizona
$23K – – –
WIM
207
Westside Investment Management
California
$21.1K -$23.5K -722 -53%
BG
208
Bollard Group
Massachusetts
$21K +$232 +7 +1%
FPFS
209
First Personal Financial Services
North Carolina
$20K – – –
VIA
210
Vantage Investment Advisors
Pennsylvania
$20K – – –
KF
211
Krilogy Financial
Missouri
$19K -$17.1K -522 -47%
BWA
212
BDO Wealth Advisors
Florida
$19K +$99 +3 +0.5%
AF
213
Advisornet Financial
Minnesota
$18K +$18K +555 New
CAL
214
Capital Analysts LLC
Pennsylvania
$17K – – –
LJHT
215
Laurie J. Hall Trustee
$17K +$17K +502 New
CFA
216
Carroll Financial Associates
North Carolina
$16K – – –
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$14K – – –
CA
218
Crewe Advisors
Utah
$14K +$14K +425 New
MIFH
219
Migdal Insurance & Financial Holdings
Israel
$12K -$33.1K -1,042 -73%
FCFS
220
First Command Financial Services
Texas
$12K – – –
FCB
221
First Command Bank
Texas
$12K – – –
WWM
222
Wagner Wealth Management
South Carolina
$12K +$12K +391 New
RPG
223
Risk Paradigm Group
Texas
$11.1K – – –
JCM
224
Jacobi Capital Management
Pennsylvania
$11K – – –
SWM
225
SeaCrest Wealth Management
New York
$11K +$11K +319 New
7 8
9
10 11