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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
AIC
201
Ameritas Investment Company
Nebraska
$52K +$54.8K +1,690 New
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$50.1K -$23.9M -736,055 -100%
FRA
203
Front Row Advisors
California
$49K
PMFA
204
Plante Moran Financial Advisors
Michigan
$48K +$14.6K +450 +41%
Bessemer Group
205
Bessemer Group
New Jersey
$45K +$47K +1,450 New
MOS
206
MGO One Seven
Ohio
$45K +$48K +1,482 New
SJIM
207
St. Johns Investment Management
Florida
$40K -$18.6K -575 -31%
EDRH
208
Edmond de Rothschild Holding
Switzerland
$40K
VFA
209
Valeo Financial Advisors
Indiana
$37K
ZB
210
Zions Bancorporation
Utah
$35K -$15.7K -484 -30%
HNB
211
Huntington National Bank
Ohio
$35K
OIA
212
OneDigital Investment Advisors
Kansas
$35K +$37K +1,143 New
CCM
213
Covington Capital Management
California
$34K
RWA
214
River Wealth Advisors
Pennsylvania
$33K
GRP
215
Global Retirement Partners
California
$33K +$12.1K +372 +54%
WT
216
Whittier Trust
California
$32K
PFC
217
Phocas Financial Corp
California
$30K
SF
218
Synovus Financial
Georgia
$30K
SSB
219
Sandy Spring Bank
Maryland
$27K -$4.5K -139 -14%
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$745 +23 +3%
GWMIA
221
Global Wealth Management Investment Advisory
Florida
$27K +$28.5K +878 New
CI
222
CX Institutional
Indiana
$25K -$29.6K -914 -53%
ACA
223
Atlas Capital Advisors
Wyoming
$24.3K
SFC
224
SYM Financial Corp
Indiana
$24K
CAC
225
Certified Advisory Corp
Florida
$24K +$23K +711 +1,293%

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.