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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
WIA
176
Wealthstreet Investment Advisors
Texas
$460K -$888K -23,131 -66%
AWM
177
AE Wealth Management
Kansas
$458K +$447K +11,652 New
TNB
178
TCF National Bank
South Dakota
$451K +$440K +11,460 New
RC
179
Roundview Capital
New Jersey
$433K +$3.15K +82 +0.8%
PFS
180
Prospera Financial Services
Texas
$426K +$22.1K +575 +6%
FPS
181
Fieldpoint Private Securities
Connecticut
$404K -$80.6K -2,100 -17%
I
182
IberiaBank
Louisiana
$404K +$64.4K +1,677 +20%
TAM
183
Trust Asset Management
Texas
$393K +$383K +9,978 New
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$390K +$883 +23 +0.2%
SFS
185
Sowell Financial Services
Arkansas
$385K +$375K +9,776 New
FHB
186
First Hawaiian Bank
Hawaii
$380K -$51.2K -1,334 -12%
Creative Planning
187
Creative Planning
Kansas
$380K -$8.21K -214 -2%
CA
188
Cetera Advisors
Colorado
$379K -$39.3K -1,025 -10%
AGU
189
Alpine Group USVI
U.S. Virgin Islands
$375K -$186K -4,842 -34%
FAM
190
Flaharty Asset Management
Florida
$368K -$37.8K -985 -10%
PCM
191
Penserra Capital Management
California
$367K -$167K -4,344 -32%
CGA
192
Crescent Grove Advisors
Illinois
$364K
BRWM
193
B. Riley Wealth Management
Tennessee
$361K -$437K -11,401 -55%
CTC
194
Central Trust Company
Missouri
$348K +$78.7K +2,052 +30%
5L
195
55I LLC
Massachusetts
$348K +$103K +2,678 +43%
PPA
196
Parametric Portfolio Associates
Washington
$344K -$78.7K -2,052 -19%
FNBOH
197
First National Bank of Hutchinson
Kansas
$340K -$384 -10 -0.1%
CI
198
Conning Inc
Connecticut
$334K
AAS
199
Avantax Advisory Services
Texas
$334K +$45.7K +1,190 +16%
WWM
200
Windsor Wealth Management
Indiana
$333K +$330K +8,588 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.