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State Street Real Estate Select Sector SPDR ETF

377 hedge funds and large institutions have $2.54B invested in State Street Real Estate Select Sector SPDR ETF in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more call options, than puts

Call options by funds: $37.8M | Put options by funds: $7.64M

103% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 37

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

19% more capital invested

Capital invested by funds: $2.13B → $2.54B (+$413M)

9% more funds holding

Funds holding: 347377 (+30)

2.2% more ownership

Funds ownership: 82.14%84.34% (+2.2%)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

Holders
377
Holders Change
+30
Holders Change %
+8.65%
% of All Funds
8.16%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.19%
New
75
Increased
105
Reduced
105
Closed
37
Calls
$37.8M
Puts
$7.64M
Net Calls
+$30.1M
Net Calls Change
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
226
WhitTier Trust Company
Nevada
$102K -$2.83K -83 -3%
FHB
227
First Hawaiian Bank
Hawaii
$100K -$16.1K -471 -15%
FHA
228
First Horizon Advisors
Tennessee
$96K -$8.29K -243 -8%
Fidelity International
229
Fidelity International
Bermuda
$94K -$107K -3,144 -55%
SFSIG
230
San Francisco Sentry Investment Group
California
$92K
LWANC
231
Laurel Wealth Advisors (North Carolina)
North Carolina
$87K -$921 -27 -1%
PMFA
232
Plante Moran Financial Advisors
Michigan
$86K +$27.9K +818 +53%
FRA
233
Front Row Advisors
California
$73K +$15.1K +443 +28%
ONST
234
Old North State Trust
North Carolina
$68K +$59.3K +1,739 +1,251%
1IA
235
1834 Investment Advisors
Wisconsin
$64K -$18.7K -547 -24%
TRCT
236
Tower Research Capital (TRC)
New York
$62K +$58.6K +1,719 New
APC
237
Aspire Private Capital
North Carolina
$61K -$5.46K -160 -9%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.4K -$10.2K -298 -17%
Bessemer Group
239
Bessemer Group
New Jersey
$50K -$2.01K -59 -4%
SJIM
240
St. Johns Investment Management
Florida
$46K -$375 -11 -0.9%
VFA
241
Valeo Financial Advisors
Indiana
$44K
OIA
242
OneDigital Investment Advisors
Kansas
$42K +$239 +7 +0.6%
HNB
243
Huntington National Bank
Ohio
$41K
CFB
244
Cullen/Frost Bankers
Texas
$41K +$39.1K +1,146 New
CCM
245
Covington Capital Management
California
$40K
CA
246
Cetera Advisors
Colorado
$38K +$36.7K +1,076 New
WT
247
Whittier Trust
California
$37K -$546 -16 -2%
LA
248
Legacy Advisors
Pennsylvania
$37K +$34.6K +1,014 New
SF
249
Synovus Financial
Georgia
$35K
SSB
250
Sandy Spring Bank
Maryland
$32K

XLRE Hedge Fund Activity: Q1 2019 in Review

377 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2019, worth a combined $2.54B — up 19% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new XLRE positions and 37 closed out — a net gain of 38 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $97.2M. The largest seller was Bank of America, cutting an estimated $164M.

  • 377 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2019, up from 347 in Q4 2018.
  • Funds reported $2.54B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2019, up 19% quarter-over-quarter.
  • 75 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2019 and 37 closed out, a net change of +38 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2019 was Nomura Holdings, an estimated $97.2M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2019 was Bank of America, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2019.