We are live on ! Find out more
XLRE icon

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
BTS
151
BB&T Securities
Virginia
$215K +$216K +6,538 New
HF
152
HRT Financial
New York
$213K +$214K +6,488 New
KJHP
153
K.J. Harrison & Partners
Ontario, Canada
$211K
CCM
154
Chilton Capital Management
Texas
$209K -$19K -577 -8%
SB
155
Simmons Bank
Arkansas
$208K -$251K -7,619 -55%
JIC
156
Johnson Investment Counsel
Ohio
$203K -$16.5K -501 -8%
BGC
157
Blue Granite Capital
South Carolina
$193K +$175K +5,300 +757%
RFC
158
Regions Financial Corp
Alabama
$187K +$187K +5,677 New
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$176K +$9.21K +279 +5%
PGA
160
Premia Global Advisors
Florida
$171K +$175K +5,297 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$170K +$86K +2,606 +102%
EWM
162
Endurance Wealth Management
Rhode Island
$168K -$3.4K -103 -2%
1IA
163
1834 Investment Advisors
Wisconsin
$166K -$184K -5,580 -53%
AA
164
AlphaMark Advisors
Kentucky
$165K +$9.9K +300 +6%
MA
165
MUFG Americas
New York
$132K -$10.4K -314 -7%
GRP
166
Global Retirement Partners
California
$131K -$6.7K -203 -5%
APA
167
American Portfolios Advisors
New York
$129K +$129K +3,913 New
SJIM
168
St. Johns Investment Management
Florida
$123K +$16.6K +503 +16%
BDS
169
Banco de Sabadell
Florida
$123K +$124K +3,762 New
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$114K +$115K +3,474 New
IP
171
Intellectus Partners
California
$112K -$1.81K -55 -2%
GWM
172
Geneos Wealth Management
Colorado
$108K +$1.62K +49 +2%
FHA
173
First Horizon Advisors
Tennessee
$96K
HNB
174
Huntington National Bank
Ohio
$96K
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.3K -$28.7K -870 -24%

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.