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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
WAM
251
Wealthspire Advisors (Maryland)
Maryland
$11K +$2.75K +85 +32%
PG
252
Patten Group
Tennessee
$10K -$17.7K -547 -63%
SWM
253
SeaCrest Wealth Management
New York
$10K -$97 -3 -0.9%
TSW
254
Thompson Siegel & Walmsley
Virginia
$10K
TODC
255
Trustees of Dartmouth College
New Hampshire
$10K +$10.1K +313 New
EFSCE
256
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
NSG
257
Nalls Sherbakoff Group
Tennessee
$9K +$9.4K +290 New
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$8K
CWM
259
Catamount Wealth Management
Connecticut
$8K +$7.29K +225 New
TIM
260
Tortoise Investment Management
New York
$8K +$8.36K +258 New
CFN
261
Cordasco Financial Network
Florida
$8K +$8.52K +263 New
BCA
262
Berman Capital Advisors
Georgia
$8K +$8.69K +268 New
AF
263
Advisornet Financial
Minnesota
$7K
ME
264
McIlrath & Eck
Washington
$7K
MWA
265
Meridian Wealth Advisors
Texas
$7K +$7.2K +222 New
HCM
266
Hilton Capital Management
New York
$7K +$7.62K +235 New
AF
267
Arrow Financial
New York
$6K
MIFH
268
Migdal Insurance & Financial Holdings
Israel
$6K
PCG
269
Private Capital Group
Connecticut
$6K
DWM
270
Doyle Wealth Management
Florida
$6K +$6.45K +199 New
BCWM
271
Bartlett & Co Wealth Management
Ohio
$5.49K +$5.74K +177 New
BDWM
272
Brewin Dolphin Wealth Management
Ireland
$5.08K
THWM
273
Taylor Hoffman Wealth Management
Virginia
$5K
TWA
274
TCI Wealth Advisors
Arizona
$5K
WB
275
Webster Bank
Connecticut
$5K

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.