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State Street Real Estate Select Sector SPDR ETF

391 hedge funds and large institutions have $2.92B invested in State Street Real Estate Select Sector SPDR ETF in 2019 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 129 increasing their positions, 109 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $1.54M

63% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 35

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 109

17% more capital invested

Capital invested by funds: $2.5B → $2.92B (+$417M)

5% more funds holding

Funds holding: 372391 (+19)

3.12% less ownership

Funds ownership: 77.86%74.74% (-3.1%)

Holders
391
Holders Change
+19
Holders Change %
+5.11%
% of All Funds
8.57%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
57
Increased
129
Reduced
109
Closed
35
Calls
$5.24M
Puts
$1.54M
Net Calls
+$3.71M
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
326
Ameritas Investment Company
Nebraska
$8K +$7.56K +197 New
KHLMVGHM
327
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$7.36K
BWA
328
BDO Wealth Advisors
Florida
$7K
BWM
329
BerganKDV Wealth Management
Minnesota
$7K
BWL
330
Bogart Wealth LLC
Virginia
$7K
JGIA
331
Jackson Grant Investment Advisers
Connecticut
$7K
THWM
332
Taylor Hoffman Wealth Management
Virginia
$7K
WB
333
Webster Bank
Connecticut
$7K
BDWM
334
Brewin Dolphin Wealth Management
Ireland
$6.45K
BCWM
335
Bartlett & Co Wealth Management
Ohio
$6.29K +$6.14K +160 New
GSWM
336
Golden State Wealth Management
California
$6K -$998 -26 -14%
LFG
337
Larson Financial Group
Missouri
$6K
WCG
338
Weaver Consulting Group
California
$6K
RFA
339
Reilly Financial Advisors
California
$6K +$38 +1 +0.6%
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$6K +$6.06K +158 New
BC
341
Bartlett & Co
Ohio
$6K +$6.14K +160 New
FFW
342
Fusion Family Wealth
New York
$5K
OC
343
Oakworth Capital
Alabama
$5K
RIA
344
Realta Investment Advisors
Delaware
$5K
TCOV
345
Trust Company of Vermont
Vermont
$5K
TAIM
346
TD Ameritrade Investment Management
Nebraska
$5K +$2.34K +61 +98%
CFD
347
Creative Financial Designs
Indiana
$5K +$5.18K +135 New
ST
348
Smithfield Trust
Pennsylvania
$5K +$5.33K +139 New
AIM
349
Anchor Investment Management
South Carolina
$4.05K
ClearBridge Investments
350
ClearBridge Investments
New York
$3K

XLRE Hedge Fund Activity: Q3 2019 in Review

391 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2019, worth a combined $2.92B — up 17% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new XLRE positions and 35 closed out — a net gain of 22 holders — while 129 added to existing stakes and 109 trimmed.

The largest buyer was State Street, adding an estimated $102M. The largest seller was BlackRock, cutting an estimated $54.6M.

  • 391 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2019, up from 372 in Q2 2019.
  • Funds reported $2.92B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2019, up 17% quarter-over-quarter.
  • 57 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2019 and 35 closed out, a net change of +22 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2019 was State Street, an estimated $102M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2019 was BlackRock, an estimated $54.6M sold.

Based on aggregated 13F filings for Q3 2019.