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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
JIC
351
Johnson Investment Counsel
Ohio
-$298K -9,140 Closed
TRCT
352
Tower Research Capital (TRC)
New York
-$265K -8,117 Closed
AWM
353
AE Wealth Management
Kansas
-$211K -6,463 Closed
KJHP
354
K.J. Harrison & Partners
Ontario, Canada
-$209K -6,414 Closed
SWP
355
Stratos Wealth Partners
Ohio
-$179K -5,494 Closed
IP
356
Intellectus Partners
California
-$100K -3,066 Closed
AP
357
Advisors Preferred
Maryland
-$66K -2,049 Closed
RMAM
358
Raab & Moskowitz Asset Management
New Jersey
-$66K -2,029 Closed
AC
359
Avestar Capital
New York
-$29K -930 Closed
LA
360
Legacy Advisors
Pennsylvania
-$27K -820 Closed
AIIMS
361
Analyst IMS Investment Management Services
Israel
-$19 -578 Closed
RCAG
362
Rehmann Capital Advisory Group
Michigan
-$18K -552 Closed
M
363
MOTCO
Texas
-$15K -457 Closed
KF
364
Krilogy Financial
Missouri
-$14K -433 Closed
GP
365
Girard Partners
Pennsylvania
-$12K -372 Closed
WA
366
WP Advisors
California
-$11K -324 Closed
PFBT
367
Parkside Financial Bank & Trust
Missouri
-$9K -278 Closed
MPIA
368
Mountain Pacific Investment Advisers
Idaho
-$7K -208 Closed
EA
369
Elm Advisors
California
-$6K -189 Closed
PS
370
Portfolio Strategies
New York
-$5K -163 Closed
SIAP
371
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$5K -149 Closed
SWMG
372
Signature Wealth Management Group
Georgia
-$4K -111 Closed
APP
373
Avantax Planning Partners
Iowa
-$3K -90 Closed
BA
374
Ballew Advisors
Mississippi
-$2K -74 Closed
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
-$2K -62 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.