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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
SAM
126
Sawgrass Asset Management
Florida
$299K -$13K -393 -4%
HCIA
127
Hochman Cole Investment Advisors
Illinois
$298K -$8.74K -265 -3%
PWLP
128
Prio Wealth Limited Partnership
Massachusetts
$286K
MMG
129
Monetary Management Group
Missouri
$284K
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$280K -$16.8K -509 -6%
RC
131
Roundview Capital
New Jersey
$277K -$1.75K -53 -0.6%
SCA
132
Snowden Capital Advisors
New York
$275K +$14.2K +431 +5%
FA
133
FDx Advisors
Illinois
$272K -$27.9K -845 -9%
ASN
134
Advisory Services Network
Georgia
$271K -$924 -28 -0.3%
CPA
135
Court Place Advisors
Maryland
$270K -$15.9K -482 -6%
MAM
136
Marquette Asset Management
Minnesota
$269K
HW
137
Hancock Whitney
Mississippi
$265K +$265K +8,040 New
SWP
138
Stratos Wealth Partners
Ohio
$263K +$33.5K +1,016 +15%
TFA
139
Transamerica Financial Advisors
Florida
$257K +$12.1K +367 +5%
XS
140
XR Securities
Illinois
$248K +$248K +7,518 New
FCI
141
Financial Counselors Inc
Kansas
$247K -$8.41K -255 -3%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$243K -$123K -3,725 -34%
PT
143
Plimoth Trust
Massachusetts
$229K +$229K +6,942 New
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$227K -$2M -60,556 -90%
WWM
145
Windsor Wealth Management
Indiana
$226K +$226K +6,864 New
BAS
146
Brown Advisory Securities
Maryland
$220K +$221K +6,702 New
WI
147
Wintrust Investments
Illinois
$217K -$1.25K -38 -0.6%
CA
148
Commerzbank Aktiengesellschaft
Germany
$217K
GCMG
149
Gyroscope Capital Management Group
Florida
$216K +$217K +6,565 New
Fidelity International
150
Fidelity International
Bermuda
$216K +$217K +6,570 New

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.