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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
Barclays
176
Barclays
United Kingdom
$90K +$9.21K +279 +11%
CA
177
Calton & Associates
Florida
$90K +$92.7K +2,809 New
SBL
178
Sargent Bickham Lagudis
Colorado
$87K -$149K -4,526 -63%
WTC
179
WhitTier Trust Company
Nevada
$82K -$1.35K -41 -2%
EA
180
Edge Advisors
Georgia
$79K -$2.28K -69 -3%
AFNAS
181
American Financial Network Advisory Services
California
$76K -$92.1K -2,792 -55%
AF
182
Arrow Financial
New York
$70K -$5.28K -160 -7%
PG
183
Patten Group
Tennessee
$64K -$1.78K -54 -3%
WA
184
Winfield Associates
Ohio
$63K -$13.8K -417 -18%
SEI Investments
185
SEI Investments
Pennsylvania
$59K +$40.1K +1,215 +209%
MOS
186
MGO One Seven
Ohio
$56K +$56.6K +1,715 New
GT
187
Glenmede Trust
Pennsylvania
$52K -$1.06K -32 -2%
SSB
188
Sandy Spring Bank
Maryland
$50K -$17K -515 -26%
IWM
189
IHT Wealth Management
Illinois
$48K +$132 +4 +0.3%
VFA
190
Valeo Financial Advisors
Indiana
$47K -$145K -4,383 -75%
AWA
191
Acorn Wealth Advisors
Michigan
$44K +$44.5K +1,349 New
EDRH
192
Edmond de Rothschild Holding
Switzerland
$43K -$15.6K -473 -27%
AIM
193
Advantage Investment Management
Iowa
$41K -$2.41K -73 -6%
CCM
194
Covington Capital Management
California
$37K
PMFA
195
Plante Moran Financial Advisors
Michigan
$35K
WT
196
Whittier Trust
California
$34K -$25.5K -774 -43%
EWM
197
Evercore Wealth Management
New York
$32K -$4.88K -148 -13%
LNWWM
198
Laird Norton Wetherby Wealth Management
California
$30K
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$2.64K +80 +9%
CCMW
200
Cypress Capital Management (Wyoming)
Wyoming
$28K -$7.42K -225 -21%

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.