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State Street Real Estate Select Sector SPDR ETF

422 hedge funds and large institutions have $1.25B invested in State Street Real Estate Select Sector SPDR ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 131 increasing their positions, 138 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 51

5% more funds holding

Funds holding: 402422 (+20)

5% less capital invested

Capital invested by funds: $1.32B → $1.25B (-$62.8M)

5% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 138

1.27% less ownership

Funds ownership: 57.1%55.83% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

73% less call options, than puts

Call options by funds: $2.6M | Put options by funds: $9.71M

Holders
422
Holders Change
+20
Holders Change %
+4.98%
% of All Funds
7.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
77
Increased
131
Reduced
138
Closed
51
Calls
$2.6M
Puts
$9.71M
Net Calls
-$7.1M
Net Calls Change
+$168K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$157M +$79.7M +2,196,650 +105%
Bank of America
2
Bank of America
North Carolina
$110M -$209M -5,773,155 -66%
BlackRock
3
BlackRock
New York
$72M -$9.29M -256,002 -12%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$60M +$3.9M +107,438 +7%
Goldman Sachs
5
Goldman Sachs
New York
$56.3M +$1.43M +39,550 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$38.1M +$3.23M +89,136 +9%
Millennium Management
7
Millennium Management
New York
$37.3M +$36.8M +1,014,559 +15,558%
BAPIM
8
British Airways Pensions Investment Management
United Kingdom
$36.1M -$2.32M -63,900 -6%
Ameriprise
9
Ameriprise
Minnesota
$34.6M +$1.58M +43,665 +5%
SGI
10
Swan Global Investments
Colorado
$31.9M +$810K +22,321 +3%
Wells Fargo
11
Wells Fargo
California
$29.3M -$6.09M -167,941 -17%
UBS Group
12
UBS Group
Switzerland
$26.1M -$2.68M -74,006 -9%
LPL Financial
13
LPL Financial
California
$23.7M -$10.1M -279,017 -30%
MD
14
Money Design
Japan
$20.7M +$649K +17,899 +3%
AA
15
ALPS Advisors
Colorado
$15.3M +$1.15M +31,618 +8%
PVH
16
Psagot Value Holdings
Israel
$15.1M -$1.06M -29,226 -7%
AIL
17
AGF Investments LLC
Ontario, Canada
$14.7M -$10.6K -293 -0.1%
AII
18
AGF Investments Inc
Ontario, Canada
$14.7M
HighTower Advisors
19
HighTower Advisors
Illinois
$13.9M -$484K -13,352 -3%
AFG
20
Albion Financial Group
Utah
$13.1M +$1.06M +29,119 +9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$10.5M -$2.19M -60,482 -17%
FAIM
22
Financial Advocates Investment Management
Washington
$10.2M +$10.1M +278,367 New
AAS
23
Avantax Advisory Services
Texas
$9.84M +$5.8M +159,975 +146%
MLM
24
Mount Lucas Management
Pennsylvania
$9.44M +$9.36M +258,124 New
AI
25
Atom Investors
Texas
$8.81M -$3.59M -98,897 -29%

XLRE Hedge Fund Activity: Q4 2020 in Review

422 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2020, worth a combined $1.25B — down 4.8% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new XLRE positions and 51 closed out — a net gain of 26 holders — while 131 added to existing stakes and 138 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $79.7M. The largest seller was Bank of America, cutting an estimated $209M.

  • 422 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2020, up from 402 in Q3 2020.
  • Funds reported $1.25B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2020, down 4.8% quarter-over-quarter.
  • 77 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2020 and 51 closed out, a net change of +26 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2020 was Morgan Stanley, an estimated $79.7M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2020 was Bank of America, an estimated $209M sold.

Based on aggregated 13F filings for Q4 2020.