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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
GCM
201
Gables Capital Management
Florida
$23K
IF
202
Ironwood Financial
Arizona
$23K
RMC
203
Resources Management Corp
Connecticut
$23K +$23.9K +720 New
GRP
204
Global Retirement Partners
California
$22K +$4.48K +135 +24%
BG
205
Bollard Group
Massachusetts
$21K +$232 +7 +1%
AIM
206
Advantage Investment Management
Iowa
$20K -$4.45K -134 -18%
VIA
207
Vantage Investment Advisors
Pennsylvania
$20K
ACS
208
Archford Capital Strategies
Illinois
$19K -$199 -6 -1%
RCAG
209
Rehmann Capital Advisory Group
Michigan
$18K +$133 +4 +0.7%
LWA
210
Lenox Wealth Advisors
New York
$16K -$6.34K -191 -28%
BWA
211
BDO Wealth Advisors
Florida
$16K -$1.86K -56 -10%
CFA
212
Carroll Financial Associates
North Carolina
$16K
CCMW
213
Cypress Capital Management (Wyoming)
Wyoming
$16K
LJHT
214
Laurie J. Hall Trustee
$16K
CWA
215
Clarus Wealth Advisors
Arizona
$16K +$265 +8 +2%
M
216
MOTCO
Texas
$15K +$15.2K +457 New
CGT
217
Capital Guardian Trust
California
$15K +$15.6K +470 New
OIA
218
Optimum Investment Advisors
Illinois
$14K
QCIG
219
Quad-Cities Investment Group
Iowa
$14K
KF
220
Krilogy Financial
Missouri
$14K +$14.4K +433 New
JCM
221
Jacobi Capital Management
Pennsylvania
$12K -$2.52K -76 -18%
NFG
222
Next Financial Group
Texas
$12K +$11.7K +354 New
PA
223
Parallel Advisors
California
$12K +$12.1K +364 New
GP
224
Girard Partners
Pennsylvania
$12K +$12.3K +372 New
WA
225
WP Advisors
California
$11K +$133 +4 +1%

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.