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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
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$144K +$1.81K +56 +1%
FHA
177
Flagship Harbor Advisors
Massachusetts
$141K -$12.9K -398 -8%
ASN
178
Advisory Services Network
Georgia
$134K -$9.3K -287 -6%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$132K +$2.92K +90 +2%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$130K -$226K -6,985 -62%
AIC
181
Ayalon Insurance Company
Israel
$121K
EWM
182
Endurance Wealth Management
Rhode Island
$119K -$17.3K -535 -12%
FHB
183
First Hawaiian Bank
Hawaii
$100K
MA
184
MUFG Americas
New York
$98K +$3.21K +99 +3%
WVP
185
Worth Venture Partners
New Jersey
$91K +$23.3K +719 +32%
FHA
186
First Horizon Advisors
Tennessee
$90K
WTC
187
WhitTier Trust Company
Nevada
$90K
Simplex Trading
188
Simplex Trading
Illinois
$89K +$93.6K +2,888 New
AA
189
AlphaMark Advisors
Kentucky
$88K
APA
190
American Portfolios Advisors
New York
$84K -$3.47K -107 -4%
LIM
191
Longfellow Investment Management
Massachusetts
$84K
NFG
192
Next Financial Group
Texas
$80K +$72.7K +2,242 +633%
SFSIG
193
San Francisco Sentry Investment Group
California
$79K +$81K +2,500 +6,579%
LWANC
194
Laurel Wealth Advisors (North Carolina)
North Carolina
$75K +$78.4K +2,418 New
1IA
195
1834 Investment Advisors
Wisconsin
$72K -$4.02K -124 -5%
BOPW
196
Brandywine Oak Private Wealth
Pennsylvania
$71K +$81.1K +2,503 New
W
197
WealthOne
New York
$65K +$67.7K +2,088 New
William Blair & Company
198
William Blair & Company
Illinois
$59K +$7.23K +223 +13%
APC
199
Aspire Private Capital
North Carolina
$57K +$59.7K +1,843 New
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.8K -$2.24K -69 -4%

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.