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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
FAM
101
Flaharty Asset Management
Florida
$545K -$20.7K -627 -4%
CB
102
Commerce Bank
Missouri
$519K +$141K +4,269 +37%
6M
103
6 Meridian
Kansas
$517K +$518K +15,706 New
LNB
104
Ledyard National Bank
$501K +$87.9K +2,665 +21%
TPSF
105
Texas Permanent School Fund
Texas
$498K -$78.8K -2,387 -14%
AC
106
Abbrea Capital
California
$492K +$10.6K +320 +2%
BS
107
Banco Santander
Spain
$479K -$52.4K -1,587 -10%
SB
108
Suntrust Banks
Georgia
$477K -$7.79K -236 -2%
CB
109
Chemical Bank
Michigan
$474K -$47.5K -1,440 -9%
FAM
110
Foothills Asset Management
Arizona
$422K -$23.7K -717 -5%
CG
111
Cutler Group
California
$420K +$379K +11,475 +883%
SCM
112
Southport Capital Management
Tennessee
$388K -$1.09K -33 -0.3%
PPA
113
Parametric Portfolio Associates
Washington
$374K +$8.61K +261 +2%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$365K -$2.28K -69 -0.6%
SPIA
115
Steward Partners Investment Advisory
New York
$364K -$61.7K -1,870 -14%
FAAS
116
First Allied Advisory Services
California
$361K -$5.08K -154 -1%
FNBOH
117
First National Bank of Hutchinson
Kansas
$351K
I
118
IberiaBank
Louisiana
$332K -$1.32K -40 -0.4%
FPCM
119
Financial Partners Capital Management
New York
$326K +$3.46K +105 +1%
CS
120
Credit Suisse
Switzerland
$324K +$324K +9,829 New
Creative Planning
121
Creative Planning
Kansas
$321K -$16.5K -500 -5%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$315K -$65.8K -1,995 -17%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$306K +$279K +8,462 +1,006%
CGA
124
Crescent Grove Advisors
Illinois
$305K +$33 +1 +0%
DADC
125
D.A. Davidson & Co
Montana
$305K +$19.8K +600 +7%

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.