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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
WTB
301
Washington Trust Bank
Washington
$2K -$8.36K -258 -84%
TAIM
302
TD Ameritrade Investment Management
Nebraska
$2K -$32 -1 -2%
BCI
303
Brinker Capital Investments
Pennsylvania
$2K
CHP
304
Cable Hill Partners
Oregon
$2K
CFG
305
Citizens Financial Group
Rhode Island
$2K
ClearBridge Investments
306
ClearBridge Investments
New York
$2K
NWM
307
Northwest Wealth Management
Iowa
$2K
TNBTD
308
Trustmark National Bank Trust Department
Mississippi
$2K
LPC
309
Loeb Partners Corp
New York
$2K +$1.69K +52 New
SFA
310
Semmax Financial Advisors
North Carolina
$2K +$1.88K +58 New
AIC
311
Archer Investment Corporation
Indiana
$2K +$2.11K +65 New
PB
312
Pinnacle Bancorp
Nebraska
$2K +$2.17K +67 New
WCM
313
WealthBridge Capital Management
Ohio
$2K +$2.2K +68 New
LPWM
314
Lake Point Wealth Management
Texas
$2K +$2.46K +76 New
SWA
315
Sutton Wealth Advisors
Florida
$1.98K +$2.07K +64 New
WA
316
WBH Advisory
Maryland
$1.8K +$78.3K +2,417 +4%
WIM
317
Westside Investment Management
California
$1.71K
GEA
318
Glen Eagle Advisors
New Jersey
$1.15K
WCM
319
Whitener Capital Management
North Carolina
$1K -$65 -2 -3%
AF
320
Allworth Financial
California
$1K
AWM
321
Avior Wealth Management
Nebraska
$1K
FA
322
Fortis Advisors
Pennsylvania
$1K
HCM
323
Highlander Capital Management
New Jersey
$1K
HI
324
Hudock Inc
Pennsylvania
$1K
MFBTD
325
MB Financial Bank - Trust Department
Illinois
$1K

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.