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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
PCA
201
Peddock Capital Advisors
Massachusetts
$28K
CPA
202
Clear Perspective Advisors
Illinois
$27K -$6.63K -201 -20%
DSC
203
Duncker Streett & Co
Missouri
$26K
JIR
204
James Investment Research
Ohio
$26K
PWM
205
Perigon Wealth Management
California
$24K
IF
206
Ironwood Financial
Arizona
$23K
WIM
207
Westside Investment Management
California
$21.1K -$23.8K -722 -53%
BG
208
Bollard Group
Massachusetts
$21K +$231 +7 +1%
FPFS
209
First Personal Financial Services
North Carolina
$20K
VIA
210
Vantage Investment Advisors
Pennsylvania
$20K
KF
211
Krilogy Financial
Missouri
$19K -$17.2K -522 -47%
BWA
212
BDO Wealth Advisors
Florida
$19K +$99 +3 +0.5%
AF
213
Advisornet Financial
Minnesota
$18K +$18.3K +555 New
CAL
214
Capital Analysts LLC
Pennsylvania
$17K
LJHT
215
Laurie J. Hall Trustee
$17K +$16.6K +502 New
CFA
216
Carroll Financial Associates
North Carolina
$16K
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$14K
CA
218
Crewe Advisors
Utah
$14K +$14K +425 New
MIFH
219
Migdal Insurance & Financial Holdings
Israel
$12K -$34.4K -1,042 -73%
FCB
220
First Command Bank
Texas
$12K
FCFS
221
First Command Financial Services
Texas
$12K
WWMSC
222
Wagner Wealth Management (South Carolina)
South Carolina
$12K +$12.9K +391 New
RPG
223
Risk Paradigm Group
Texas
$11.1K
JCM
224
Jacobi Capital Management
Pennsylvania
$11K
SWM
225
SeaCrest Wealth Management
New York
$11K +$10.5K +319 New

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.