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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

313 hedge funds and large institutions have $2.2B invested in Real Estate Select Sector SPDR Fund in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 99 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
–
Holders Change %
0%
% of All Funds
7.17%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
44
Increased
80
Reduced
99
Closed
43
Calls
$3.35M
Puts
$1.88M
Net Calls
+$1.46M
Net Calls Change
-$629K

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$74.8M
2
BlackRock
BlackRock
New York
+$36.8M
3
MB
Mizuho Bank
Japan
+$26.1M
4
Bank of America
Bank of America
North Carolina
+$22.7M
5
AssetMark Inc
AssetMark Inc
California
+$21.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$24.6M
2
BCM
BlueCrest Capital Management
Jersey
-$19.6M
3
AIL
AGF Investments LLC
Ontario, Canada
-$10.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.12M
5
BAPIM
British Airways Pensions Investment Management
United Kingdom
-$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
201
Bedel Financial Consulting
Indiana
$23K – – –
GCM
202
Gables Capital Management
Florida
$23K – – –
RMC
203
Resources Management Corp
Connecticut
$23K +$23K +720 New
GRP
204
Global Retirement Partners
California
$22K +$4.32K +135 +24%
BG
205
Bollard Group
Massachusetts
$21K +$226 +7 +1%
AIM
206
Advantage Investment Management
Iowa
$20K -$4.39K -134 -18%
VIA
207
Vantage Investment Advisors
Pennsylvania
$20K – – –
ACS
208
Archford Capital Strategies
Illinois
$19K -$198 -6 -1%
RCAG
209
Rehmann Capital Advisory Group
Michigan
$18K +$131 +4 +0.7%
LWA
210
Lenox Wealth Advisors
New York
$16K -$6.11K -191 -28%
BWA
211
BDO Wealth Advisors
Florida
$16K -$1.8K -56 -10%
LJHT
212
Laurie J. Hall Trustee
$16K – – –
CFA
213
Carroll Financial Associates
North Carolina
$16K – – –
CCMW
214
Cypress Capital Management (Wyoming)
Wyoming
$16K – – –
CWA
215
Clarus Wealth Advisors
Arizona
$16K +$259 +8 +2%
M
216
MOTCO
Texas
$15K +$15K +457 New
CGT
217
Capital Guardian Trust
California
$15K +$15K +470 New
OIA
218
Optimum Investment Advisors
Illinois
$14K – – –
QCIG
219
Quad-Cities Investment Group
Iowa
$14K – – –
KF
220
Krilogy Financial
Missouri
$14K +$14K +433 New
JCM
221
Jacobi Capital Management
Pennsylvania
$12K -$2.56K -76 -18%
NFG
222
Next Financial Group
Texas
$12K +$12K +354 New
PA
223
Parallel Advisors
California
$12K +$12K +364 New
GP
224
Girard Partners
Pennsylvania
$12K +$12K +372 New
WA
225
WP Advisors
California
$11K +$136 +4 +1%
7 8
9
10 11