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State Street Real Estate Select Sector SPDR ETF

347 hedge funds and large institutions have $2.13B invested in State Street Real Estate Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 90 increasing their positions, 88 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

747% more call options, than puts

Call options by funds: $95.9M | Put options by funds: $11.3M

81% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 48

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

11% more funds holding

Funds holding: 313347 (+34)

2.58% more ownership

Funds ownership: 79.56%82.14% (+2.6%)

2% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 88

3% less capital invested

Capital invested by funds: $2.2B → $2.13B (-$66.1M)

Holders
347
Holders Change
+34
Holders Change %
+10.86%
% of All Funds
7.73%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
87
Increased
90
Reduced
88
Closed
48
Calls
$95.9M
Puts
$11.3M
Net Calls
+$84.6M
Net Calls Change
+$83.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
76
Global Financial Private Capital
Florida
$1.1M -$2.63M -81,229 -70%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$1.1M +$916K +28,266 +391%
KPW
78
Kore Private Wealth
New York
$1.05M +$1.1M +33,906 New
PP
79
Prudential plc
United Kingdom
$1.02M +$1.07M +33,000 New
BAC
80
Boys Arnold & Co
North Carolina
$1M -$194K -5,980 -16%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$956K +$696K +21,470 +229%
Barclays
82
Barclays
United Kingdom
$918K +$958K +29,564 +38,900%
MC
83
Martin & Co
Tennessee
$898K -$3.66K -113 -0.4%
US Bancorp
84
US Bancorp
Minnesota
$897K -$868K -26,780 -48%
IA
85
IFP Advisors
Florida
$856K +$143K +4,397 +19%
COI
86
Capital One Investing
Virginia
$826K +$863K +26,633 New
TCOO
87
Trust Company of Oklahoma
Oklahoma
$800K +$836K +25,801 New
BTS
88
BB&T Securities
Virginia
$791K -$80.7K -2,489 -9%
1832 Asset Management
89
1832 Asset Management
Ontario, Canada
$773K +$808K +24,928 New
BCM
90
Boltwood Capital Management
California
$732K -$5.12K -158 -0.7%
JMPWA
91
JP Morgan Private Wealth Advisors
California
$724K +$154K +4,755 +26%
FUBT
92
First United Bank & Trust
Maryland
$712K +$67.4K +2,080 +10%
MBTD
93
Mechanics Bank - Trust Department
California
$693K +$23.4K +721 +3%
HH
94
Hilltop Holdings
Texas
$676K +$707K +21,809 New
AI
95
Atria Investments
North Carolina
$675K -$914K -28,204 -56%
6M
96
6 Meridian
Kansas
$663K -$13.4K -414 -2%
CCM
97
Chilton Capital Management
Texas
$639K +$668K +20,609 New
FMTCOCP
98
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$630K -$19.5K -603 -3%
HJA
99
Hugh Johnson Advisors
New York
$618K -$7.39K -228 -1%
AC
100
Abbrea Capital
California
$596K +$314K +9,673 +101%

XLRE Hedge Fund Activity: Q4 2018 in Review

347 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2018, worth a combined $2.13B — down 3% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new XLRE positions and 48 closed out — a net gain of 39 holders — while 90 added to existing stakes and 88 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Bank of America, cutting an estimated $56.1M.

  • 347 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2018, up from 313 in Q3 2018.
  • Funds reported $2.13B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2018, down 3% quarter-over-quarter.
  • 87 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2018 and 48 closed out, a net change of +39 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2018 was BlackRock, an estimated $126M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2018 was Bank of America, an estimated $56.1M sold.

Based on aggregated 13F filings for Q4 2018.