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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
JGIA
276
Jackson Grant Investment Advisers
Connecticut
$5K +$2.66K +82 +91%
CIAS
277
Capital Investment Advisory Services
North Carolina
$5K +$5.15K +159 New
EWM
278
Executive Wealth Management
Michigan
$5K +$5.28K +163 New
BWM
279
BerganKDV Wealth Management
Minnesota
$5K +$5.64K +174 New
BC
280
Bartlett & Co
Ohio
$5K +$5.74K +177 New
ONST
281
Old North State Trust
North Carolina
$4K -$32 -1 -0.7%
FFW
282
Fusion Family Wealth
New York
$4K
LBG
283
Lloyds Banking Group
United Kingdom
$4K
QAM
284
QCI Asset Management
New York
$4K
TCOV
285
Trust Company of Vermont
Vermont
$4K
SFG
286
SevenBridge Financial Group
Pennsylvania
$4K +$2.56K +79 +203%
FMII
287
Farmers & Merchants Investments Inc
Nebraska
$4K +$4.05K +125 New
IWA
288
Intercontinental Wealth Advisors
Texas
$4K +$4.47K +138 New
LFG
289
Larson Financial Group
Missouri
$4K +$4.57K +141 New
AIM
290
Anchor Investment Management
South Carolina
$3.19K
TFA
291
Transamerica Financial Advisors
Florida
$3K -$271K -8,348 -99%
CB
292
Community Bank
New York
$3K
DSC
293
Duncker Streett & Co
Missouri
$3K
TFA
294
Toth Financial Advisory
Virginia
$3K
AIL
295
AGF Investments LLC
Ontario, Canada
$3K +$648 +20 +22%
PCFFS
296
Pacific Center for Financial Services
California
$3K +$778 +24 +29%
CBT
297
Capital Bank & Trust
California
$3K +$2.66K +82 New
WANY
298
Wealthspire Advisors (New York)
New York
$3K +$2.75K +85 New
GI
299
Gradient Investments
Minnesota
$3K +$2.79K +86 New
CGT
300
Capital Guardian Trust
California
$2K -$13K -400 -85%

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.