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State Street Real Estate Select Sector SPDR ETF

308 hedge funds and large institutions have $1.8B invested in State Street Real Estate Select Sector SPDR ETF 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

44% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 43

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 292308 (+16)

1.68% more ownership

Funds ownership: 73.72%75.4% (+1.7%)

2% more capital invested

Capital invested by funds: $1.76B → $1.8B (+$43.7M)

30% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $2.58M

39% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 109

Holders
308
Holders Change
+16
Holders Change %
+5.48%
% of All Funds
6.99%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
226
M&R Capital Management
New Jersey
$10K -$36.7K -1,113 -78%
SFSIG
227
San Francisco Sentry Investment Group
California
$10K -$3.5K -106 -26%
CTC
228
Central Trust Company
Missouri
$10K
TSW
229
Thompson Siegel & Walmsley
Virginia
$10K
BAM
230
Barrett Asset Management
New York
$9K
CAL
231
Capital Advisors Ltd
Ohio
$9K
EFSCE
232
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
FFW
233
Fusion Family Wealth
New York
$9K +$1.02K +31 +13%
LWA
234
Lenox Wealth Advisors
New York
$9K +$9.17K +278 New
WB
235
Webster Bank
Connecticut
$8K -$462 -14 -6%
ECM
236
Exchange Capital Management
Michigan
$8K
WAM
237
Wealthspire Advisors (Maryland)
Maryland
$8K
PWM
238
Paulson Wealth Management
Illinois
$7K +$6.6K +200 New
BTIS
239
BB&T Investment Services
North Carolina
$6K
SFG
240
SevenBridge Financial Group
Pennsylvania
$6K
TWA
241
TCI Wealth Advisors
Arizona
$6K
GBBWRPM
242
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K +$1.29K +39 +32%
THWM
243
Taylor Hoffman Wealth Management
Virginia
$6K +$5.64K +171 New
BAM
244
Brave Asset Management
New Jersey
$6K +$5.77K +175 New
ME
245
McIlrath & Eck
Washington
$6K +$5.94K +180 New
AC
246
Avestar Capital
New York
$6K +$7.95K +241 New
BDWM
247
Brewin Dolphin Wealth Management
Ireland
$5.4K
LBG
248
Lloyds Banking Group
United Kingdom
$5K
QAM
249
QCI Asset Management
New York
$5K
SIAP
250
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K

XLRE Hedge Fund Activity: Q4 2017 in Review

308 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2017, worth a combined $1.8B — up 2.5% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new XLRE positions and 43 closed out — a net gain of 19 holders — while 67 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $29.6M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $18.8M sold.

  • 308 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2017, up from 292 in Q3 2017.
  • Funds reported $1.8B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2017, up 2.5% quarter-over-quarter.
  • 62 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2017 and 43 closed out, a net change of +19 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2017 was Bank of America, an estimated $29.6M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2017 was BlueCrest Capital Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2017.