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State Street Real Estate Select Sector SPDR ETF

313 hedge funds and large institutions have $2.2B invested in State Street Real Estate Select Sector SPDR ETF 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

78% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1.88M

8% more capital invested

Capital invested by funds: $2.04B → $2.2B (+$154M)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% more funds holding

Funds holding: 313313 (0)

0.1% less ownership

Funds ownership: 79.66%79.56% (-0.1%)

19% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 99

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
7.15%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
226
Central Trust Company
Missouri
$10K -$4.91K -148 -33%
SWM
227
SeaCrest Wealth Management
New York
$10K
TSW
228
Thompson Siegel & Walmsley
Virginia
$10K
WTB
229
Washington Trust Bank
Washington
$10K +$8.56K +258 +516%
WWMSC
230
Wagner Wealth Management (South Carolina)
South Carolina
$9K -$664 -20 -7%
EFSCE
231
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
WAP
232
Wealthcare Advisory Partners
Pennsylvania
$9K
WAM
233
Wealthspire Advisors (Maryland)
Maryland
$9K
PFBT
234
Parkside Financial Bank & Trust
Missouri
$9K +$9.22K +278 New
HCM
235
Hilton Capital Management
New York
$8K -$7.8K -235 Closed
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$8K -$398 -12 -4%
ME
237
McIlrath & Eck
Washington
$8K
AF
238
Advisornet Financial
Minnesota
$7K -$2.36K -71 -25%
AF
239
Arrow Financial
New York
$7K
MPIA
240
Mountain Pacific Investment Advisers
Idaho
$7K +$6.9K +208 New
MIFH
241
Migdal Insurance & Financial Holdings
Israel
$6K -$5.08K -153 -44%
THWM
242
Taylor Hoffman Wealth Management
Virginia
$6K
TWA
243
TCI Wealth Advisors
Arizona
$6K
WB
244
Webster Bank
Connecticut
$6K
PCG
245
Private Capital Group
Connecticut
$6K +$4.78K +144 +351%
EA
246
Elm Advisors
California
$6K +$6.27K +189 New
CT
247
CPF Texas
Texas
$6K +$6.3K +190 New
BDWM
248
Brewin Dolphin Wealth Management
Ireland
$5.35K
FFW
249
Fusion Family Wealth
New York
$5K -$1.03K -31 -18%
LBG
250
Lloyds Banking Group
United Kingdom
$5K

XLRE Hedge Fund Activity: Q3 2018 in Review

313 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2018, worth a combined $2.2B — up 7.5% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XLRE positions and 43 closed out — a net gain of 1 holder — while 80 added to existing stakes and 99 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $76.1M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $19.6M sold.

  • 313 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.2B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2018, up 7.5% quarter-over-quarter.
  • 44 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2018 and 43 closed out, a net change of +1 holder.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2018 was Fiera Capital (Canada), an estimated $76.1M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2018 was BlueCrest Capital Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2018.