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State Street Real Estate Select Sector SPDR ETF

308 hedge funds and large institutions have $1.8B invested in State Street Real Estate Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 67 increasing their positions, 109 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 43

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 292308 (+16)

1.68% more ownership

Funds ownership: 73.72%75.4% (+1.7%)

2% more capital invested

Capital invested by funds: $1.76B → $1.8B (+$43.7M)

30% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $2.58M

39% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 109

Holders
308
Holders Change
+16
Holders Change %
+5.48%
% of All Funds
6.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
62
Increased
67
Reduced
109
Closed
43
Calls
$1.8M
Puts
$2.58M
Net Calls
-$783K
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$2.32M -$148K -4,485 -6%
SSI
52
Scott & Selber Inc
Texas
$2.2M +$2.21M +66,838 New
BHWM
53
Bar Harbor Wealth Management
New Hampshire
$2.16M -$42.8K -1,298 -2%
TH
54
Timber Hill
Connecticut
$2.14M +$404K +12,231 +23%
FANJ
55
Financial Architects (New Jersey)
New Jersey
$2.06M +$7.82K +237 +0.4%
US Bancorp
56
US Bancorp
Minnesota
$2.06M -$56.2K -1,702 -3%
AssetMark Inc
57
AssetMark Inc
California
$2.04M -$4.79M -145,196 -70%
Citadel Advisors
58
Citadel Advisors
Florida
$1.9M +$1.36M +41,133 +247%
FMTCOCP
59
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.84M -$99.5K -3,017 -5%
Citigroup
60
Citigroup
New York
$1.83M -$169K -5,131 -8%
NB
61
NBT Bank
New York
$1.72M +$11.4K +346 +0.7%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$1.71M +$990 +30 +0.1%
B
63
Bailard
California
$1.68M -$16.9K -512 -1%
AC
64
AFAM Capital
Texas
$1.63M +$136K +4,131 +9%
KIA
65
KCM Investment Advisors
California
$1.58M -$488K -14,784 -24%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.57M +$36.3K +1,101 +2%
WA
67
WBH Advisory
Maryland
$1.5M +$62.7K +1,901 +4%
BAC
68
Boys Arnold & Co
North Carolina
$1.46M +$5.15K +156 +0.4%
UAS
69
United Asset Strategies
New York
$1.44M +$1.44M +43,601 New
CC
70
Callan Capital
California
$1.39M -$12.1K -366 -0.9%
PG
71
Proffitt & Goodson
Tennessee
$1.34M +$27.7K +841 +2%
AG
72
Advisor Group
Arizona
$1.25M +$162K +4,913 +15%
IA
73
IFP Advisors
Florida
$1.2M -$256K -7,747 -17%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$1.08M -$44.8K -1,357 -4%
GFPC
75
Global Financial Private Capital
Florida
$1.05M -$1.32M -40,070 -56%

XLRE Hedge Fund Activity: Q4 2017 in Review

308 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2017, worth a combined $1.8B — up 2.5% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new XLRE positions and 43 closed out — a net gain of 19 holders — while 67 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $29.6M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $18.8M sold.

  • 308 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2017, up from 292 in Q3 2017.
  • Funds reported $1.8B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2017, up 2.5% quarter-over-quarter.
  • 62 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2017 and 43 closed out, a net change of +19 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2017 was Bank of America, an estimated $29.6M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2017 was BlueCrest Capital Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2017.