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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
LA
401
Legacy Advisors
Pennsylvania
-$37K -1,014 Closed
GCM
402
Gables Capital Management
Florida
-$27K -703 Closed
ACS
403
Archford Capital Strategies
Illinois
-$20K -552 Closed
EWM
404
Executive Wealth Management
Michigan
-$14K -375 Closed
RCAG
405
Rehmann Capital Advisory Group
Michigan
-$13.4K -365 Closed
RP
406
Rice Partnership
Hawaii
-$10K -278 Closed
TPWA
407
TRUE Private Wealth Advisors
Oregon
-$9K -265 Closed
DWM
408
Doyle Wealth Management
Florida
-$7K -201 Closed
RWA
409
Ropes Wealth Advisors
Massachusetts
-$7K -179 Closed
SBL
410
Sargent Bickham Lagudis
Colorado
-$6K -169 Closed
AIM
411
Axiom Investment Management
New York
-$6K -129 Closed
SFG
412
SevenBridge Financial Group
Pennsylvania
-$4K -118 Closed
DSC
413
Duncker Streett & Co
Missouri
-$4K -97 Closed
FEG
414
Financial Enhancement Group
Indiana
-$3K -77 Closed
BCI
415
Brinker Capital Investments
Pennsylvania
-$3K -73 Closed
QAM
416
QCI Asset Management
New York
-$2K -61 Closed
TNBTD
417
Trustmark National Bank Trust Department
Mississippi
-$2K -57 Closed
Parallax Volatility Advisers
418
Parallax Volatility Advisers
California
-$1K -37 Closed
BCMIO
419
Beacon Capital Management Inc (Ohio)
Ohio
-$1K -18 Closed
EWA
420
Evolution Wealth Advisors
Florida
+$345 +9 New

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.