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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
APC
51
Aspire Private Capital
North Carolina
$6.2M +$5.99M +156,024 +9,673%
V
52
Veritable
Delaware
$6.13M -$7.37K -192 -0.1%
RCP
53
Rothschild Capital Partners
New York
$5.91M -$213K -5,550 -4%
KWM
54
Kingsview Wealth Management
Oregon
$5.83M +$795K +20,707 +16%
FIB
55
First Interstate Bank
Montana
$4.98M +$199K +5,193 +4%
FNT
56
First National Trust
Pennsylvania
$4.84M +$1.45M +37,675 +44%
HIIFS
57
Harel Insurance Investments & Financial Services
Israel
$4.8M +$5.49K +143 +0.1%
HIM
58
Hanlon Investment Management
New Jersey
$4.27M -$4.35M -113,432 -51%
DSN
59
D. Scott Neal
Kentucky
$4.22M +$363K +9,448 +10%
PFT
60
Providence First Trust
Arizona
$4.17M +$4.06M +105,903 New
MAP
61
Milestone Advisory Partners
North Carolina
$4.13M +$4.03M +105,043 New
CAN
62
Cetera Advisor Networks
California
$3.94M -$41.6K -1,084 -1%
Citadel Advisors
63
Citadel Advisors
Florida
$3.85M +$1.87M +48,686 +99%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$3.77M +$650K +16,932 +21%
SBWM
65
Sunflower Bank Wealth Management
Arizona
$3.73M +$3.64M +94,899 New
CS
66
Credit Suisse
Switzerland
$3.61M +$1.23M +32,147 +54%
AIM
67
Astor Investment Management
Illinois
$3.57M -$853K -22,224 -20%
VDFA
68
Vickerman & Driscoll Financial Advisors
Washington
$3.55M -$1.3K -34 -0%
GWM
69
Geneos Wealth Management
Colorado
$3.54M +$6.6K +172 +0.2%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$3.45M -$1.36M -35,356 -29%
JIR
71
James Investment Research
Ohio
$3.44M +$3.34M +86,957 +15,528%
RFC
72
Regions Financial Corp
Alabama
$3.38M +$2.02M +52,685 +158%
KIA
73
KCM Investment Advisors
California
$3.34M +$2.27M +59,081 +228%
Wolverine Trading
74
Wolverine Trading
Illinois
$3.34M +$3.26M +84,916 New
Northern Trust
75
Northern Trust
Illinois
$3.32M +$49.7K +1,295 +2%

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.