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State Street Real Estate Select Sector SPDR ETF

313 hedge funds and large institutions have $2.2B invested in State Street Real Estate Select Sector SPDR ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 99 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1.88M

8% more capital invested

Capital invested by funds: $2.04B → $2.2B (+$154M)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% more funds holding

Funds holding: 313313 (0)

0.1% less ownership

Funds ownership: 79.66%79.56% (-0.1%)

19% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 99

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
44
Increased
80
Reduced
99
Closed
43
Calls
$3.35M
Puts
$1.88M
Net Calls
+$1.46M
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
Albion Financial Group
Utah
$10.2M +$339K +10,227 +3%
UCFA
27
United Capital Financial Advisors
Texas
$9.87M +$10M +302,595 New
KHLMVGHM
28
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$8.68M
Ameriprise
29
Ameriprise
Minnesota
$8.55M -$8.52M -256,855 -74%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$8.28M +$586K +17,656 +7%
M&T Bank
31
M&T Bank
New York
$7.64M -$106K -3,188 -1%
UBS AM
32
UBS AM
Illinois
$7.54M +$153K +4,622 +2%
WF
33
WealthTrust Fairport
Ohio
$7.01M +$165K +4,964 +2%
Citadel Advisors
34
Citadel Advisors
Florida
$6.76M +$1.91M +57,652 +39%
ONB
35
Old National Bancorp
Indiana
$6.49M -$4.9M -147,585 -43%
CCT
36
Chemung Canal Trust
New York
$6M +$3.03M +91,245 +98%
V
37
Veritable
Delaware
$5.9M -$230K -6,941 -4%
WI
38
WBI Investments
New Jersey
$5.7M +$5.8M +174,899 New
SAM
39
Stringer Asset Management
Tennessee
$5.26M +$98K +2,955 +2%
CS
40
Credit Suisse
Switzerland
$5.26M +$1.96M +58,970 +58%
ST
41
Spinnaker Trust
Maine
$4.99M +$1.72M +51,852 +51%
LPL Financial
42
LPL Financial
California
$4.84M +$26.6K +801 +0.5%
KWM
43
Kingsview Wealth Management
Oregon
$4.44M +$236K +7,115 +6%
RCP
44
Rothschild Capital Partners
New York
$4.13M +$1.35M +40,670 +47%
FNT
45
First National Trust
Pennsylvania
$4.11M +$765K +23,069 +22%
CWM
46
Cornerstone Wealth Management
Missouri
$4.03M +$1.65M +49,825 +61%
GFPC
47
Global Financial Private Capital
Florida
$3.81M +$1.3M +39,216 +51%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$3.79M -$348K -10,474 -8%
BFA
49
Beaumont Financial Advisors
Massachusetts
$3.39M -$1.99M -59,901 -37%
HighTower Advisors
50
HighTower Advisors
Illinois
$3.24M -$161K -4,844 -5%

XLRE Hedge Fund Activity: Q3 2018 in Review

313 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2018, worth a combined $2.2B — up 7.5% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XLRE positions and 43 closed out — a net gain of 1 holder — while 80 added to existing stakes and 99 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $76.1M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $19.6M sold.

  • 313 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.2B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2018, up 7.5% quarter-over-quarter.
  • 44 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2018 and 43 closed out, a net change of +1 holder.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2018 was Fiera Capital (Canada), an estimated $76.1M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2018 was BlueCrest Capital Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2018.