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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
SEI Investments
326
SEI Investments
Pennsylvania
-$78K -2,384 Closed
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
-$66K -2,015 Closed
AWA
328
Acorn Wealth Advisors
Michigan
-$65K -1,984 Closed
BCA
329
Bay Colony Advisors
Massachusetts
-$49K -1,510 Closed
MGIA
330
Moneta Group Investment Advisors
Missouri
-$37K -1,131 Closed
STA
331
Summit Trail Advisors
New York
-$33K -996 Closed
GT
332
Glenmede Trust
Pennsylvania
-$32K -991 Closed
CAL
333
Capital Analysts LLC
Pennsylvania
-$17K -512 Closed
GBBWRPM
334
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$5K -161 Closed
MPPLM
335
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$4K -132 Closed
SMFS
336
Squar Milner Financial Services
California
-$4K -124 Closed
CPA
337
Clear Perspective Advisors
Illinois
-$4K -118 Closed
OIA
338
OneDigital Investment Advisors
Kansas
-$3K -97 Closed
MIM
339
Macroview Investment Management
Maryland
-$3K -79 Closed
FMII
340
Farmers & Merchants Investments Inc
Nebraska
-$2K -69 Closed
PMG
341
ProVise Management Group
Florida
-$2.26K -69 Closed
SIM
342
Sonora Investment Management
Arizona
-$2K -63 Closed
S
343
SignatureFD
Georgia
-$2K -55 Closed
RWP
344
RWA Wealth Partners
Massachusetts
-$2K -52 Closed
CA
345
Crewe Advisors
Utah
-$2K -49 Closed
ML
346
McAdam LLC
Pennsylvania
+$365 +11 +275%

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.