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State Street Real Estate Select Sector SPDR ETF

399 hedge funds and large institutions have $1.78B invested in State Street Real Estate Select Sector SPDR ETF in 2016 Q3 according to their latest regulatory filings, with 388 funds opening new positions, 11 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

38,700% more first-time investments, than exits

New positions opened: 388 | Existing positions closed: 1

27,089% more capital invested

Capital invested by funds: $6.53M → $1.78B (+$1.77B)

3,225% more funds holding

Funds holding: 12399 (+387)

6.48% more ownership

Funds ownership: 48.62%55.1% (+6.5%)

42% less call options, than puts

Call options by funds: $69.3M | Put options by funds: $119M

Holders
399
Holders Change
+387
Holders Change %
+3,225%
% of All Funds
10.65%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.16%
New
388
Increased
11
Reduced
Closed
1
Calls
$69.3M
Puts
$119M
Net Calls
-$49.5M
Net Calls Change
-$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
301
Integrated Wealth Management (Palm Desert)
California
$35K +$35.5K +1,058 New
CFA
302
Carroll Financial Associates
North Carolina
$34K +$35.3K +1,052 New
DVM
303
Dreman Value Management
Florida
$33K +$33.6K +1,001 New
BKA
304
Brick & Kyle Associates
Pennsylvania
$32K +$32.3K +963 New
EDRE
305
Edmond de Rothschild (Europe)
Luxembourg
$30K +$31K +925 New
AA
306
Apriem Advisors
California
$30K +$31.2K +930 New
PMFA
307
Plante Moran Financial Advisors
Michigan
$29K +$29.5K +879 New
PG
308
Patten Group
Tennessee
$28.9K +$30.8K +919 New
JIC
309
Joel Isaacson & Co
New York
$28K +$28.4K +846 New
PCA
310
Peddock Capital Advisors
Massachusetts
$28K +$28.5K +850 New
WRM
311
Westport Resources Management
Connecticut
$26K +$26.8K +800 New
PAI
312
Pittenger & Anderson Inc
Nebraska
$25K +$25.1K +749 New
JIR
313
James Investment Research
Ohio
$25K +$25.6K +764 New
CFG
314
Citizens Financial Group
Rhode Island
$21K +$21.9K +653 New
WTB
315
Washington Trust Bank
Washington
$21K +$21.9K +653 New
BG
316
Bollard Group
Massachusetts
$20K +$20.2K +602 New
VIA
317
Vantage Investment Advisors
Pennsylvania
$20K +$20.5K +610 New
FPFS
318
First Personal Financial Services
North Carolina
$20K +$20.8K +621 New
RPG
319
Risk Paradigm Group
Texas
$19.3K +$19.8K +589 New
SEI Investments
320
SEI Investments
Pennsylvania
$19K +$18.7K +556 New
WAS
321
Winch Advisory Services
Wisconsin
$19K +$19.8K +589 New
SFG
322
SevenBridge Financial Group
Pennsylvania
$19K +$20K +595 New
FPTW
323
Franklin, Parlapiano, Turner & Welch
Texas
$18K +$18.4K +547 New
WAM
324
Wealthspire Advisors (Maryland)
Maryland
$18K +$18.5K +552 New
CAL
325
Capital Analysts LLC
Pennsylvania
$16.8K +$17.2K +512 New

XLRE Hedge Fund Activity: Q3 2016 in Review

399 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2016, worth a combined $1.78B — up 27,089% from $6.53M a quarter earlier.

Buyers outnumbered sellers: 388 funds opened new XLRE positions and 1 closed out — a net gain of 387 holders — while 11 added to existing stakes and 0 trimmed.

The largest buyer was Bank of America, adding an estimated $607M. The largest seller was Simplex Trading, exiting entirely with an estimated $3K sold.

  • 399 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2016, up from 12 in Q2 2016.
  • Funds reported $1.78B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2016, up 27,089% quarter-over-quarter.
  • 388 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2016 and 1 closed out, a net change of +387 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2016 was Bank of America, an estimated $607M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2016 was Simplex Trading, an estimated $3K sold.

Based on aggregated 13F filings for Q3 2016.