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State Street Real Estate Select Sector SPDR ETF

402 hedge funds and large institutions have $1.32B invested in State Street Real Estate Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 121 increasing their positions, 130 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 45

3% more funds holding

Funds holding: 389402 (+13)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 130

38.58% less ownership

Funds ownership: 95.68%57.1% (-39%)

48% less call options, than puts

Call options by funds: $7.97M | Put options by funds: $15.2M

69% less capital invested

Capital invested by funds: $4.28B → $1.32B (-$2.96B)

Holders
402
Holders Change
+13
Holders Change %
+3.34%
% of All Funds
8.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
64
Increased
121
Reduced
130
Closed
45
Calls
$7.97M
Puts
$15.2M
Net Calls
-$7.27M
Net Calls Change
-$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
276
Capital Asset Advisory Services
Michigan
$70K +$16.5K +462 +30%
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$70K +$62.1K +1,742 +686%
APWM
278
Atlas Private Wealth Management
New York
$69K -$962 -27 -1%
BA
279
Ballast Advisors
Minnesota
$69K +$69.9K +1,961 New
CFB
280
Cullen/Frost Bankers
Texas
$68K +$1.32K +37 +2%
ONST
281
Old North State Trust
North Carolina
$66K +$66.9K +1,878 New
APC
282
Aspire Private Capital
North Carolina
$63K +$54K +1,516 +559%
WP
283
WealthShield Partners
North Carolina
$62K +$3.71K +104 +6%
PCFFS
284
Pacific Center for Financial Services
California
$61K +$32.7K +918 +113%
AssetMark Inc
285
AssetMark Inc
California
$56K +$18.6K +522 +49%
SJIM
286
St. Johns Investment Management
Florida
$54K +$1.07K +30 +2%
HS
287
Horan Securities
United States
$53K +$53.2K +1,493 New
BFG
288
Baron Financial Group
New Jersey
$47.3K +$47.8K +1,341 New
GT
289
Glenmede Trust
Pennsylvania
$47K -$3.03K -85 -6%
HNB
290
Huntington National Bank
Ohio
$42K
PMFA
291
Plante Moran Financial Advisors
Michigan
$41K
NNP
292
Nachman Norwood & Parrott
South Carolina
$41K +$41.3K +1,158 New
CCM
293
Covington Capital Management
California
$39K
JAWM
294
J. Arnold Wealth Management
Ohio
$38K -$21.5K -603 -36%
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$34K +$677 +19 +2%
CB
296
Community Bank
New York
$30K -$39.5K -1,108 -56%
SFG
297
Sowa Financial Group
Rhode Island
$29K
RMC
298
Resources Management Corp
Connecticut
$28K +$1.68K +47 +6%
AF
299
Advisornet Financial
Minnesota
$27K -$32.5K -911 -55%
TFGT
300
TS Financial Group (TSFG)
Illinois
$26K -$6.42K -180 -20%

XLRE Hedge Fund Activity: Q3 2020 in Review

402 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2020, worth a combined $1.32B — down 69% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new XLRE positions and 45 closed out — a net gain of 19 holders — while 121 added to existing stakes and 130 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $16.2M. The largest seller was Public Investment Fund, exiting entirely with an estimated $2.79B sold.

  • 402 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2020, up from 389 in Q2 2020.
  • Funds reported $1.32B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2020, down 69% quarter-over-quarter.
  • 64 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2020 and 45 closed out, a net change of +19 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $16.2M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2020 was Public Investment Fund, an estimated $2.79B sold.

Based on aggregated 13F filings for Q3 2020.