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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
VNA
276
Valley National Advisers
Pennsylvania
$1K -$1.42K -43 -58%
AF
277
Allworth Financial
California
$1K
BC
278
Barnett & Company
Tennessee
$1K
BWL
279
Bogart Wealth LLC
Virginia
$1K
HCM
280
Highlander Capital Management
New Jersey
$1K
MCA
281
Mercer Capital Advisers
New Jersey
$1K
MFT
282
Moisand Fitzgerald Tamayo
Florida
$1K
OC
283
Oakworth Capital
Alabama
$1K
PA
284
Parallel Advisors
California
$1K
TCM
285
TD Capital Management
Tennessee
$1K
WAS
286
WESPAC Advisors SoCal
California
$1K
AWM
287
Avior Wealth Management
Nebraska
$1K +$33 +1 +3%
MFBTD
288
MB Financial Bank - Trust Department
Illinois
$1K +$627 +19 New
SIS
289
Sound Income Strategies
Florida
$1K +$693 +21 New
JWA
290
JFS Wealth Advisors
Pennsylvania
$1K +$792 +24 New
PS
291
Portfolio Strategies
New York
$1K +$792 +24 New
SP
292
SWS Partners
Ohio
$1K +$1.19K +36 New
CAC
293
Certified Advisory Corp
Florida
$1K +$1.81K +55 New
BHB
294
Bank Hapoalim BM
Israel
$522 -$215K -6,521 -29%
PCG
295
Private Capital Group
Connecticut
$1 +$14.1K +427 New
BCM
296
BlueCrest Capital Management
Jersey
-$18.8M -584,117 Closed
TRCT
297
Tower Research Capital (TRC)
New York
-$7.74M -240,152 Closed
TAM
298
Tiverton Asset Management
Delaware
-$6.3M -195,427 Closed
NA
299
Neuburgh Advisers
California
-$3.81M -118,218 Closed
UCFA
300
United Capital Financial Advisors
Texas
-$3.21M -99,441 Closed

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.