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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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$970K +$726K +21,989 +295%
MC
77
Martin & Co
Tennessee
$835K +$2.48K +75 +0.3%
PBT
78
Pictet Bank & Trust
Bahamas
$820K
MML Investors Services
79
MML Investors Services
Massachusetts
$816K +$129K +3,906 +19%
PAG
80
Pinnacle Advisory Group
Maryland
$802K -$154K -4,681 -16%
KC
81
KHP Capital
Oklahoma
$799K +$800K +24,244 New
LCM
82
Lee Capital Management
New York
$790K -$175K -5,289 -18%
AIC
83
Ayalon Insurance Company
Israel
$784K +$785K +23,801 New
BCM
84
Boltwood Capital Management
California
$768K -$106K -3,217 -12%
Stifel Financial
85
Stifel Financial
Missouri
$727K -$18K -546 -2%
MBTD
86
Mechanics Bank - Trust Department
California
$700K +$55.6K +1,686 +9%
AI
87
Atria Investments
North Carolina
$689K -$278K -8,427 -29%
CIA
88
Capital Investment Advisors
Georgia
$687K -$19.4K -587 -3%
BOTW
89
Bank of the West
California
$649K +$390K +11,828 +150%
HJA
90
Hugh Johnson Advisors
New York
$648K -$13.9K -421 -2%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$648K -$7.39K -224 -1%
SAM
92
Sequent Asset Management
Texas
$639K
AGM
93
Alpine Global Management
New York
$638K +$639K +19,371 New
William Blair & Company
94
William Blair & Company
Illinois
$626K -$22.6K -685 -3%
PAG
95
Private Advisor Group
New Jersey
$604K -$552K -16,742 -48%
Bank of New York Mellon
96
Bank of New York Mellon
New York
$582K +$225K +6,813 +63%
BWM
97
Buckley Wealth Management
Nevada
$581K +$582K +17,644 New
VWM
98
Venturi Wealth Management
Texas
$568K +$116K +3,520 +26%
FUBT
99
First United Bank & Trust
Maryland
$563K +$39.2K +1,189 +7%
CAS
100
Cue Advisory Services
Arizona
$548K +$6.5K +197 +1%

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.