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State Street Real Estate Select Sector SPDR ETF

313 hedge funds and large institutions have $2.04B invested in State Street Real Estate Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 93 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $3.53M | Put options by funds: $1.43M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

5% more capital invested

Capital invested by funds: $1.94B → $2.04B (+$104M)

5% more funds holding

Funds holding: 298313 (+15)

4% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 89

3.76% less ownership

Funds ownership: 83.42%79.66% (-3.8%)

Holders
313
Holders Change
+15
Holders Change %
+5.03%
% of All Funds
7.16%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
49
Increased
93
Reduced
89
Closed
31
Calls
$3.53M
Puts
$1.43M
Net Calls
+$2.09M
Net Calls Change
+$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
201
SYM Financial Corp
Indiana
$25K +$24.2K +774 New
SBL
202
Sargent Bickham Lagudis
Colorado
$24K -$6.91K -221 -23%
BFC
203
Bedel Financial Consulting
Indiana
$24K
AIM
204
Advantage Investment Management
Iowa
$24K +$1.47K +47 +7%
BFEC
205
Benjamin F. Edwards & Company
Missouri
$24K +$1.56K +50 +7%
IF
206
Ironwood Financial
Arizona
$23K
LWA
207
Lenox Wealth Advisors
New York
$23K +$5.97K +191 +38%
GCM
208
Gables Capital Management
Florida
$23K +$22K +703 New
BG
209
Bollard Group
Massachusetts
$21K +$188 +6 +0.9%
VIA
210
Vantage Investment Advisors
Pennsylvania
$20K
ACS
211
Archford Capital Strategies
Illinois
$19K -$3K -96 -14%
CI
212
CX Institutional
Indiana
$19K +$18.3K +584 New
BWA
213
BDO Wealth Advisors
Florida
$18K -$563 -18 -3%
GRP
214
Global Retirement Partners
California
$18K +$1.03K +33 +6%
RCAG
215
Rehmann Capital Advisory Group
Michigan
$17.9K +$4.44K +142 +35%
CAL
216
Capital Analysts LLC
Pennsylvania
$17K -$626 -20 -4%
CCMW
217
Cypress Capital Management (Wyoming)
Wyoming
$16K -$9.51K -304 -39%
CFA
218
Carroll Financial Associates
North Carolina
$16K
LJHT
219
Laurie J. Hall Trustee
$16K
CTC
220
Central Trust Company
Missouri
$15K +$4.63K +148 +49%
CWA
221
Clarus Wealth Advisors
Arizona
$15K +$15.2K +487 New
JCM
222
Jacobi Capital Management
Pennsylvania
$14K -$6.19K -198 -31%
OIA
223
Optimum Investment Advisors
Illinois
$14K
QCIG
224
Quad-Cities Investment Group
Iowa
$14K +$13.6K +434 New
MIFH
225
Migdal Insurance & Financial Holdings
Israel
$11K

XLRE Hedge Fund Activity: Q2 2018 in Review

313 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2018, worth a combined $2.04B — up 5.4% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new XLRE positions and 31 closed out — a net gain of 18 holders — while 93 added to existing stakes and 89 trimmed.

The largest buyer was BlueCrest Capital Management, opening a new position worth an estimated $18.7M. The largest seller was Morgan Stanley, cutting an estimated $49.1M.

  • 313 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2018, up from 298 in Q1 2018.
  • Funds reported $2.04B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2018, up 5.4% quarter-over-quarter.
  • 49 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2018 and 31 closed out, a net change of +18 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2018 was BlueCrest Capital Management, an estimated $18.7M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2018 was Morgan Stanley, an estimated $49.1M sold.

Based on aggregated 13F filings for Q2 2018.