We are live on ! Find out more
XLRE icon

State Street Real Estate Select Sector SPDR ETF

391 hedge funds and large institutions have $2.92B invested in State Street Real Estate Select Sector SPDR ETF in 2019 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 129 increasing their positions, 109 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $1.54M

63% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 35

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 109

17% more capital invested

Capital invested by funds: $2.5B → $2.92B (+$417M)

5% more funds holding

Funds holding: 372391 (+19)

3.12% less ownership

Funds ownership: 77.86%74.74% (-3.1%)

Holders
391
Holders Change
+19
Holders Change %
+5.11%
% of All Funds
8.57%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
57
Increased
129
Reduced
109
Closed
35
Calls
$5.24M
Puts
$1.54M
Net Calls
+$3.71M
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOO
126
Trust Company of Oklahoma
Oklahoma
$1.08M +$17.9K +467 +2%
BCM
127
Boltwood Capital Management
California
$1.08M +$14.6K +380 +1%
TSS
128
Two Sigma Securities
New York
$1.07M +$1.04M +27,230 New
MC
129
Martin & Co
Tennessee
$1.06M -$5.14K -134 -0.5%
KeyBank National Association
130
KeyBank National Association
Ohio
$1.03M +$174K +4,545 +21%
US Bancorp
131
US Bancorp
Minnesota
$1.02M -$81K -2,110 -8%
BAC
132
Boys Arnold & Co
North Carolina
$1.01M -$62.4K -1,625 -6%
IAA
133
Independent Advisor Alliance
North Carolina
$984K
CIBC World Market
134
CIBC World Market
Ontario, Canada
$976K +$157K +4,099 +20%
LPT
135
Legacy Private Trust
Wisconsin
$969K +$945K +24,623 New
Fidelity International
136
Fidelity International
Bermuda
$948K +$713K +18,590 +337%
FI
137
FormulaFolio Investments
Michigan
$944K +$128K +3,346 +16%
VF
138
Virtu Financial
New York
$943K +$920K +23,983 New
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$942K +$97.3K +2,536 +12%
GTAM
140
Global Trust Asset Management
Florida
$938K +$180K +4,684 +24%
FAAS
141
First Allied Advisory Services
California
$923K +$420K +10,933 +88%
FMTCOCP
142
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$907K +$60.4K +1,575 +7%
SIA
143
Strategic Investment Advisors
Michigan
$889K +$868K +22,609 New
SC
144
Sepio Capital
Utah
$841K +$519K +13,531 +172%
AC
145
Abbrea Capital
California
$830K +$50.3K +1,310 +7%
MBTD
146
Mechanics Bank - Trust Department
California
$829K -$17.8K -465 -2%
VWA
147
V Wealth Advisors
Kansas
$780K +$761K +19,834 New
HSBC Holdings
148
HSBC Holdings
United Kingdom
$770K -$20.5K -535 -3%
CCM
149
Chilton Capital Management
Texas
$765K -$10.4K -271 -1%
Wellington Management Group
150
Wellington Management Group
Massachusetts
$753K +$735K +19,142 New

XLRE Hedge Fund Activity: Q3 2019 in Review

391 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2019, worth a combined $2.92B — up 17% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new XLRE positions and 35 closed out — a net gain of 22 holders — while 129 added to existing stakes and 109 trimmed.

The largest buyer was State Street, adding an estimated $102M. The largest seller was BlackRock, cutting an estimated $54.6M.

  • 391 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2019, up from 372 in Q2 2019.
  • Funds reported $2.92B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2019, up 17% quarter-over-quarter.
  • 57 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2019 and 35 closed out, a net change of +22 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2019 was State Street, an estimated $102M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2019 was BlackRock, an estimated $54.6M sold.

Based on aggregated 13F filings for Q3 2019.