We are live on ! Find out more
XLRE icon

State Street Real Estate Select Sector SPDR ETF

347 hedge funds and large institutions have $2.13B invested in State Street Real Estate Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 90 increasing their positions, 88 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

747% more call options, than puts

Call options by funds: $95.9M | Put options by funds: $11.3M

81% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 48

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

11% more funds holding

Funds holding: 313347 (+34)

2.58% more ownership

Funds ownership: 79.56%82.14% (+2.6%)

2% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 88

3% less capital invested

Capital invested by funds: $2.2B → $2.13B (-$66.1M)

Holders
347
Holders Change
+34
Holders Change %
+10.86%
% of All Funds
7.73%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
87
Increased
90
Reduced
88
Closed
48
Calls
$95.9M
Puts
$11.3M
Net Calls
+$84.6M
Net Calls Change
+$83.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
226
Benjamin F. Edwards & Company
Missouri
$23K -$270K -8,343 -92%
BFC
227
Bedel Financial Consulting
Indiana
$23K
SBL
228
Sargent Bickham Lagudis
Colorado
$23K
BHWM
229
Bay Harbor Wealth Management
Maryland
$23K +$24.1K +743 New
FIB
230
First Interstate Bank
Montana
$23K +$24.3K +749 New
GCM
231
Gables Capital Management
Florida
$22K
IF
232
Ironwood Financial
Arizona
$22K
RMC
233
Resources Management Corp
Connecticut
$22K
Chevy Chase Trust
234
Chevy Chase Trust
Maryland
$22K +$22.5K +694 New
BG
235
Bollard Group
Massachusetts
$20K +$259 +8 +1%
AIM
236
Advantage Investment Management
Iowa
$19K
ACS
237
Archford Capital Strategies
Illinois
$18K -$324 -10 -2%
CAGAS
238
Capital Advisory Group Advisory Services
Minnesota
$17K -$6.29K -194 -24%
LJHT
239
Laurie J. Hall Trustee
$17K
LWA
240
Lenox Wealth Advisors
New York
$16K
CWA
241
Clarus Wealth Advisors
Arizona
$16K +$162 +5 +1%
CFA
242
Carroll Financial Associates
North Carolina
$16K +$1.3K +40 +8%
CCM
243
Cribstone Capital Management
Maine
$16K +$16.2K +500 New
BWA
244
BDO Wealth Advisors
Florida
$15K -$292 -9 -2%
CFA
245
Clarfeld Financial Advisors
New York
$14K +$14.2K +438 New
CCMW
246
Cypress Capital Management (Wyoming)
Wyoming
$13K -$2.24K -69 -14%
QCIG
247
Quad-Cities Investment Group
Iowa
$13K
OIA
248
Optimum Investment Advisors
Illinois
$12K -$875 -27 -6%
JCM
249
Jacobi Capital Management
Pennsylvania
$11K
PA
250
Parallel Advisors
California
$11K +$616 +19 +5%

XLRE Hedge Fund Activity: Q4 2018 in Review

347 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2018, worth a combined $2.13B — down 3% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new XLRE positions and 48 closed out — a net gain of 39 holders — while 90 added to existing stakes and 88 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Bank of America, cutting an estimated $56.1M.

  • 347 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2018, up from 313 in Q3 2018.
  • Funds reported $2.13B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2018, down 3% quarter-over-quarter.
  • 87 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2018 and 48 closed out, a net change of +39 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2018 was BlackRock, an estimated $126M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2018 was Bank of America, an estimated $56.1M sold.

Based on aggregated 13F filings for Q4 2018.