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State Street Real Estate Select Sector SPDR ETF

298 hedge funds and large institutions have $1.94B invested in State Street Real Estate Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 101 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.02% more ownership

Funds ownership: 75.4%83.42% (+8%)

8% more capital invested

Capital invested by funds: $1.8B → $1.94B (+$137M)

3% less funds holding

Funds holding: 308298 (-10)

12% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 51

19% less call options, than puts

Call options by funds: $4.81M | Put options by funds: $5.94M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

28% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 101

Holders
298
Holders Change
-10
Holders Change %
-3.25%
% of All Funds
6.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
45
Increased
73
Reduced
101
Closed
51
Calls
$4.81M
Puts
$5.94M
Net Calls
-$1.13M
Net Calls Change
-$351K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$269K -$28.6K -920 -10%
MMG
127
Monetary Management Group
Missouri
$268K
RC
128
Roundview Capital
New Jersey
$267K +$5.34K +172 +2%
TFA
129
Transamerica Financial Advisors
Florida
$267K +$24.9K +801 +10%
Creative Planning
130
Creative Planning
Kansas
$254K -$49.6K -1,599 -16%
MAM
131
Marquette Asset Management
Minnesota
$254K
CCT
132
Country Club Trust
Missouri
$248K +$248K +7,996 New
CPA
133
Court Place Advisors
Maryland
$245K -$9.47K -305 -4%
GCMG
134
Gyroscope Capital Management Group
Florida
$239K +$35.2K +1,135 +17%
MYIA
135
Mount Yale Investment Advisors
Colorado
$239K +$238K +7,675 New
CAM
136
Carret Asset Management
New York
$239K +$238K +7,679 New
BAS
137
Brown Advisory Securities
Maryland
$238K +$30.1K +969 +14%
KIA
138
KCM Investment Advisors
California
$230K -$1.26M -40,534 -85%
FCI
139
Financial Counselors Inc
Kansas
$217K -$16.2K -523 -7%
PT
140
Plimoth Trust
Massachusetts
$215K -$528 -17 -0.2%
CA
141
Commerzbank Aktiengesellschaft
Germany
$205K
SWP
142
Stratos Wealth Partners
Ohio
$202K -$46.4K -1,496 -19%
WWM
143
Windsor Wealth Management
Indiana
$201K -$12.2K -392 -6%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$183K +$21.9K +705 +14%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$181K -$48.9K -1,575 -21%
ASN
146
Advisory Services Network
Georgia
$166K -$89.8K -2,894 -35%
EWM
147
Endurance Wealth Management
Rhode Island
$155K -$3.51K -113 -2%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$152K -$14.4K -465 -9%
APP
149
Avantax Planning Partners
Iowa
$139K +$139K +4,467 New
APA
150
American Portfolios Advisors
New York
$127K +$5.53K +178 +5%