We are live on ! Find out more
XLRE icon

State Street Real Estate Select Sector SPDR ETF

313 hedge funds and large institutions have $2.2B invested in State Street Real Estate Select Sector SPDR ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 99 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1.88M

8% more capital invested

Capital invested by funds: $2.04B → $2.2B (+$154M)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% more funds holding

Funds holding: 313313 (0)

0.1% less ownership

Funds ownership: 79.66%79.56% (-0.1%)

19% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 99

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
44
Increased
80
Reduced
99
Closed
43
Calls
$3.35M
Puts
$1.88M
Net Calls
+$1.46M
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
FPCM
126
Financial Partners Capital Management
New York
$299K -$5.84K -176 -2%
JIC
127
Johnson Investment Counsel
Ohio
$298K +$22K +663 +8%
FNBOH
128
First National Bank of Hutchinson
Kansas
$297K -$1.49K -45 -0.5%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$296K +$277K +8,350 +1,149%
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$289K -$139K -4,180 -32%
SCM
131
Southport Capital Management
Tennessee
$289K -$16.6K -499 -5%
MMG
132
Monetary Management Group
Missouri
$281K
MYIA
133
Mount Yale Investment Advisors
Colorado
$281K +$11.7K +353 +4%
GCMG
134
Gyroscope Capital Management Group
Florida
$279K +$11.8K +355 +4%
TFA
135
Transamerica Financial Advisors
Florida
$275K -$16.4K -494 -6%
CB
136
Commerce Bank
Missouri
$274K -$73.4K -2,212 -21%
PWLP
137
Prio Wealth Limited Partnership
Massachusetts
$272K
Creative Planning
138
Creative Planning
Kansas
$272K +$56.6K +1,706 +26%
MAM
139
Marquette Asset Management
Minnesota
$266K
TRCT
140
Tower Research Capital (TRC)
New York
$265K +$269K +8,117 New
FCFC
141
First Commonwealth Financial Corp
Pennsylvania
$253K +$257K +7,755 New
HCM
142
Hollencrest Capital Management
California
$251K +$230K +6,925 New
BAS
143
Brown Advisory Securities
Maryland
$249K
Citigroup
144
Citigroup
New York
$243K -$72.8K -2,193 -23%
PT
145
Plimoth Trust
Massachusetts
$240K +$10.3K +310 +4%
Jane Street
146
Jane Street
New York
$238K -$5.53M -166,828 -96%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$236K -$43.2K -1,302 -15%
CAM
148
Carret Asset Management
New York
$231K -$2.75K -83 -1%
CPA
149
Court Place Advisors
Maryland
$231K -$299 -9 -0.1%
Betterment LLC
150
Betterment LLC
New York
$230K +$234K +7,043 New

XLRE Hedge Fund Activity: Q3 2018 in Review

313 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2018, worth a combined $2.2B — up 7.5% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XLRE positions and 43 closed out — a net gain of 1 holder — while 80 added to existing stakes and 99 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $76.1M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $19.6M sold.

  • 313 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.2B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2018, up 7.5% quarter-over-quarter.
  • 44 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2018 and 43 closed out, a net change of +1 holder.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2018 was Fiera Capital (Canada), an estimated $76.1M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2018 was BlueCrest Capital Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2018.