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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
CIA
176
CSat Investment Advisory
Michigan
$61K -$83.8K -2,526 -58%
SJIM
177
St. Johns Investment Management
Florida
$61K +$1.09K +33 +2%
FDCDDQ
178
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.9K
CI
179
CX Institutional
Indiana
$56K +$37.4K +1,127 +193%
William Blair & Company
180
William Blair & Company
Illinois
$55K -$398K -11,990 -88%
HNB
181
Huntington National Bank
Ohio
$54K
ZB
182
Zions Bancorporation
Utah
$53K +$53.8K +1,623 New
EDRH
183
Edmond de Rothschild Holding
Switzerland
$42K
VFA
184
Valeo Financial Advisors
Indiana
$39K
CCM
185
Covington Capital Management
California
$36K
PMFA
186
Plante Moran Financial Advisors
Michigan
$36K
SSB
187
Sandy Spring Bank
Maryland
$34K -$9.55K -288 -22%
WT
188
Whittier Trust
California
$34K
RWA
189
River Wealth Advisors
Pennsylvania
$34K +$8.06K +243 +30%
SF
190
Synovus Financial
Georgia
$32K
AC
191
Avestar Capital
New York
$29K
PG
192
Patten Group
Tennessee
$28K
LA
193
Legacy Advisors
Pennsylvania
$27K
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$1.86K +56 +7%
GTAM
195
Global Trust Asset Management
Florida
$26K -$157K -4,718 -86%
ACA
196
Atlas Capital Advisors
Wyoming
$25K
CAGAS
197
Capital Advisory Group Advisory Services
Minnesota
$25K
SFC
198
SYM Financial Corp
Indiana
$25K
SBL
199
Sargent Bickham Lagudis
Colorado
$24K
BFC
200
Bedel Financial Consulting
Indiana
$23K

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.