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State Street Real Estate Select Sector SPDR ETF

313 hedge funds and large institutions have $2.2B invested in State Street Real Estate Select Sector SPDR ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 99 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1.88M

8% more capital invested

Capital invested by funds: $2.04B → $2.2B (+$154M)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% more funds holding

Funds holding: 313313 (0)

0.1% less ownership

Funds ownership: 79.66%79.56% (-0.1%)

19% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 99

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
44
Increased
80
Reduced
99
Closed
43
Calls
$3.35M
Puts
$1.88M
Net Calls
+$1.46M
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
276
Northwest Wealth Management
Iowa
$2K
OGC
277
Oak Grove Capital
New Hampshire
$2K
Rockefeller Capital Management
278
Rockefeller Capital Management
New York
$2K
TNBTD
279
Trustmark National Bank Trust Department
Mississippi
$2K +$1.89K +57 New
BA
280
Ballew Advisors
Mississippi
$2K +$2.46K +74 New
WIM
281
Westside Investment Management
California
$1.78K
GEA
282
Glen Eagle Advisors
New Jersey
$1.21K
SFSIG
283
San Francisco Sentry Investment Group
California
$1K -$7.8K -235 -86%
SFG
284
SevenBridge Financial Group
Pennsylvania
$1K -$2.36K -71 -65%
PCM
285
Princeton Capital Management
New Jersey
$1K -$730 -22 -41%
VNA
286
Valley National Advisers
Pennsylvania
$1K -$299 -9 -23%
AF
287
Allworth Financial
California
$1K
BWL
288
Bogart Wealth LLC
Virginia
$1K
FA
289
Fortis Advisors
Pennsylvania
$1K
HCM
290
Highlander Capital Management
New Jersey
$1K
HI
291
Hudock Inc
Pennsylvania
$1K
IAS
292
IMA Advisory Services
Colorado
$1K
KJWM
293
Kiley Juergens Wealth Management
Washington
$1K
MFBTD
294
MB Financial Bank - Trust Department
Illinois
$1K
MCA
295
Mercer Capital Advisers
New Jersey
$1K
MFT
296
Moisand Fitzgerald Tamayo
Florida
$1K
OC
297
Oakworth Capital
Alabama
$1K
OBWP
298
O'Brien Wealth Partners
Massachusetts
$1K
SIS
299
Sound Income Strategies
Florida
$1K
SWP
300
Strategic Wealth Partners
Ohio
$1K

XLRE Hedge Fund Activity: Q3 2018 in Review

313 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2018, worth a combined $2.2B — up 7.5% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XLRE positions and 43 closed out — a net gain of 1 holder — while 80 added to existing stakes and 99 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $76.1M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $19.6M sold.

  • 313 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.2B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2018, up 7.5% quarter-over-quarter.
  • 44 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2018 and 43 closed out, a net change of +1 holder.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2018 was Fiera Capital (Canada), an estimated $76.1M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2018 was BlueCrest Capital Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2018.