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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
MCA
326
Mercer Capital Advisers
New Jersey
$1K
MFT
327
Moisand Fitzgerald Tamayo
Florida
$1K
PCM
328
Princeton Capital Management
New Jersey
$1K
SIS
329
Sound Income Strategies
Florida
$1K
SWP
330
Strategic Wealth Partners
Ohio
$1K
WAS
331
WESPAC Advisors SoCal
California
$1K
NCM
332
Nelson Capital Management
California
$1K +$616 +19 New
HI
333
Human Investing
Oregon
$1K +$972 +30 New
SIAG
334
Signet Investment Advisory Group
Rhode Island
$1K +$1.33K +41 New
LWM
335
Liberty Wealth Management
California
$1K +$2.07K +64 New
GT
336
Glenmede Trust
Pennsylvania
$32 +$34.4K +1,061 New
CF
337
Centaurus Financial
California
$25 +$24.6K +758 +3,296%
MB
338
Mizuho Bank
Japan
-$26.1M -800,000 Closed
MIH
339
Meitav Investment House
Israel
-$11.4M -355,261 Closed
WI
340
WBI Investments
New Jersey
-$5.7M -174,899 Closed
SAM
341
Stringer Asset Management
Tennessee
-$5.26M -161,437 Closed
KWM
342
Kingsview Wealth Management
Oregon
-$4.44M -136,062 Closed
CWM
343
Cornerstone Wealth Management
Missouri
-$4.03M -130,949 Closed
BFA
344
Beaumont Financial Advisors
Massachusetts
-$3.39M -104,041 Closed
KHLMTHM
345
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
-$3.12M -99,774 Closed
SLF
346
Sun Life Financial
Ontario, Canada
-$1.23M -37,582 Closed
LCH
347
Lee Capital Holdings
New York
-$923K -28,289 Closed
Koshinski Asset Management
348
Koshinski Asset Management
Illinois
-$585K -14,480 Closed
KeyBank National Association
349
KeyBank National Association
Ohio
-$421K -12,917 Closed
TPWA
350
TRUE Private Wealth Advisors
Oregon
-$378K -11,581 Closed

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.