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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
PFPT
126
Pinnacle Financial Partners (Tennessee)
Tennessee
$368K +$380K +11,717 +8,429%
MYIA
127
Mount Yale Investment Advisors
Colorado
$357K +$57.7K +1,779 +21%
FAM
128
Foothills Asset Management
Arizona
$354K +$49.4K +1,524 +15%
EDRIA
129
Edmonds Duncan Registered Investment Advisors
Kansas
$354K +$370K +11,406 New
WI
130
Wintrust Investments
Illinois
$352K -$21.1K -650 -5%
TYCC
131
Texas Yale Capital Corp
Florida
$344K +$359K +11,087 New
FPS
132
Fieldpoint Private Securities
Connecticut
$340K -$124K -3,819 -26%
PFO
133
Pathstone Family Office
New Jersey
$339K +$3.18K +98 +0.9%
RC
134
Roundview Capital
New Jersey
$331K -$2.53K -78 -0.7%
SPC
135
Sigma Planning Corp
Michigan
$327K +$342K +10,538 New
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$313K -$3.11K -96 -0.9%
WS
137
Wedbush Securities
California
$311K +$13.7K +423 +4%
I
138
IberiaBank
Louisiana
$310K +$11.4K +353 +4%
Jane Street
139
Jane Street
New York
$310K +$87.9K +2,713 +37%
FCFC
140
First Commonwealth Financial Corp
Pennsylvania
$290K +$52.2K +1,611 +21%
SG Americas Securities
141
SG Americas Securities
New York
$288K -$14.5M -445,881 -98%
CGA
142
Crescent Grove Advisors
Illinois
$287K +$32 +1 +0%
KIA
143
KCM Investment Advisors
California
$286K +$90.1K +2,780 +43%
GCMG
144
Gyroscope Capital Management Group
Florida
$285K +$13.7K +422 +5%
FPCM
145
Financial Partners Capital Management
New York
$283K -$1.43K -44 -0.5%
IAA
146
Independent Advisor Alliance
North Carolina
$282K +$264K +8,143 New
Creative Planning
147
Creative Planning
Kansas
$276K +$19K +586 +7%
FNBOH
148
First National Bank of Hutchinson
Kansas
$275K -$8.2K -253 -3%
PPA
149
Parametric Portfolio Associates
Washington
$267K -$569K -17,564 -67%
MMG
150
Monetary Management Group
Missouri
$267K

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.