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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
AWM
251
Aevitas Wealth Management
Massachusetts
$5K +$5.05K +153 New
AIM
252
Anchor Investment Management
South Carolina
$4.25K -$4.55K -138 -52%
FCMT
253
Founders Capital Management (Texas)
Texas
$4K
SWMG
254
Signature Wealth Management Group
Georgia
$4K +$3.66K +111 New
ACM
255
Aviance Capital Management
Florida
$3K -$2.31K -70 -42%
PCFFS
256
Pacific Center for Financial Services
California
$3K
JGIA
257
Jackson Grant Investment Advisers
Connecticut
$3K +$33 +1 +1%
CB
258
Community Bank
New York
$3K +$2.74K +83 New
PCA
259
Providence Capital Advisors
North Carolina
$3K +$2.74K +83 New
DG
260
Delek Group
Israel
$3K +$3.17K +96 New
OIA
261
OneDigital Investment Advisors
Kansas
$3K +$3.2K +97 New
FRA
262
Front Row Advisors
California
$3K +$3.23K +98 New
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$2.83K -$19.6K -595 -87%
BCI
264
Brinker Capital Investments
Pennsylvania
$2K -$6.63K -201 -73%
CFG
265
Citizens Financial Group
Rhode Island
$2K -$4.59K -139 -67%
WTB
266
Washington Trust Bank
Washington
$2K -$759 -23 -32%
ClearBridge Investments
267
ClearBridge Investments
New York
$2K
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$2K
FA
269
Fortis Advisors
Pennsylvania
$2K
RFS
270
Rockefeller Financial Services
New York
$2K
MPPLM
271
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2K +$1.78K +54 New
SWP
272
Strategic Wealth Partners
Ohio
$2K +$1.85K +56 New
TAIM
273
TD Ameritrade Investment Management
Nebraska
$2K +$2.31K +70 New
GEA
274
Glen Eagle Advisors
New Jersey
$1.22K -$237K -7,170 -99%
HI
275
Hudock Inc
Pennsylvania
$1K -$2.08K -63 -61%

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.