We are live on ! Find out more
XLRE icon

State Street Real Estate Select Sector SPDR ETF

326 hedge funds and large institutions have $1.19B invested in State Street Real Estate Select Sector SPDR ETF in 2016 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 53 increasing their positions, 159 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.67% less ownership

Funds ownership: 55.1%50.43% (-4.7%)

18% less funds holding

Funds holding: 399326 (-73)

33% less capital invested

Capital invested by funds: $1.78B → $1.19B (-$586M)

50% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 131

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

67% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 159

94% less call options, than puts

Call options by funds: $3.21M | Put options by funds: $55.5M

Holders
326
Holders Change
-73
Holders Change %
-18.3%
% of All Funds
8.15%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
65
Increased
53
Reduced
159
Closed
131
Calls
$3.21M
Puts
$55.5M
Net Calls
-$52.3M
Net Calls Change
-$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Cetera Advisors
Colorado
-$221K -6,869 Closed
ACM
402
Aviance Capital Management
Florida
-$224K -6,832 Closed
HCMT
403
Highland Capital Management (Tennessee)
Tennessee
-$217K -6,617 Closed
HCM
404
Hollencrest Capital Management
California
-$215K -6,575 Closed
RIA
405
Regal Investment Advisors
Michigan
-$215K -6,559 Closed
CG
406
Colony Group
Massachusetts
-$214K -6,537 Closed
CT
407
Coastline Trust
Rhode Island
-$213K -6,528 Closed
GWM
408
Greenwich Wealth Management
Connecticut
-$213K -6,496 Closed
KJHP
409
K.J. Harrison & Partners
Ontario, Canada
-$210K -6,414 Closed
BF
410
BOK Financial
Oklahoma
-$206K -6,284 Closed
PNAA
411
Pictet North America Advisors
Switzerland
-$202K -6,168 Closed
NR
412
Newfound Research
Massachusetts
-$197K -6,015 Closed
PFBT
413
Parkside Financial Bank & Trust
Missouri
-$127K -3,873 Closed
CHC
414
City Holding Co
West Virginia
-$110K -3,378 Closed
MWP
415
MYCIO Wealth Partners
Pennsylvania
-$91K -2,765 Closed
JFA
416
JNBA Financial Advisors
Minnesota
-$46K -1,396 Closed
S
417
SignatureFD
Georgia
-$46K -1,396 Closed
BWP
418
Baldwin Wealth Partners
Massachusetts
-$45K -1,379 Closed
JSAM
419
J. Safra Asset Management
New York
-$38K -1,164 Closed
IWMPD
420
Integrated Wealth Management (Palm Desert)
California
-$35K -1,058 Closed
DVM
421
Dreman Value Management
Florida
-$33K -1,001 Closed
PAI
422
Pittenger & Anderson Inc
Nebraska
-$25K -749 Closed
WAS
423
Winch Advisory Services
Wisconsin
-$19K -589 Closed
FPTW
424
Franklin, Parlapiano, Turner & Welch
Texas
-$18K -547 Closed
TC
425
Trust Company
Kansas
-$15K -445 Closed

XLRE Hedge Fund Activity: Q4 2016 in Review

326 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2016, worth a combined $1.19B — down 33% from $1.78B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of XLRE and 65 opened new positions — a net loss of 66 holders — while 159 trimmed existing stakes and 53 added.

The largest buyer was Citigroup, adding an estimated $31.5M. The largest seller was Bank of America, cutting an estimated $142M.

  • 326 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2016, down from 399 in Q3 2016.
  • Funds reported $1.19B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2016, down 33% quarter-over-quarter.
  • 65 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2016 and 131 closed out, a net change of -66 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2016 was Citigroup, an estimated $31.5M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2016 was Bank of America, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2016.