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State Street SPDR S&P Retail ETF

101 hedge funds and large institutions have $1.28B invested in State Street SPDR S&P Retail ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 43 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

37.31% more ownership

Funds ownership: 263.3%300.61% (+37%)

23% less funds holding

Funds holding: 132101 (-31)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

38% less capital invested

Capital invested by funds: $2.06B → $1.28B (-$785M)

40% less call options, than puts

Call options by funds: $125M | Put options by funds: $209M

49% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 43

56% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 55

Holders
101
Holders Change
-31
Holders Change %
-23.48%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
22
Reduced
43
Closed
55
Calls
$125M
Puts
$209M
Net Calls
-$84.5M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
126
Oppenheimer Asset Management
New York
-$1.06M -20,862 Closed
BCM
127
Brookstone Capital Management
Illinois
-$918K -17,985 Closed
HFA
128
High Falls Advisors
New York
-$806K -15,803 Closed
1832 Asset Management
129
1832 Asset Management
Ontario, Canada
-$749K -14,668 Closed
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
-$669K -13,125 Closed
RIA
131
Regal Investment Advisors
Michigan
-$651K -12,752 Closed
CAG
132
Csenge Advisory Group
Florida
-$583K -12,311 Closed
TSS
133
Two Sigma Securities
New York
-$540K -11,813 Closed
AAC
134
Acorn Advisory Capital
New York
-$510K -10,000 Closed
MML Investors Services
135
MML Investors Services
Massachusetts
-$487K -9,537 Closed
FIM
136
Freedom Investment Management
Connecticut
-$471K -8,992 Closed
Q
137
QVR
California
-$401K -7,860 Closed
SC
138
Scotia Capital
Ontario, Canada
-$329K -6,447 Closed
FIG
139
FundX Investment Group
California
-$299K -5,852 Closed
PAM
140
PVG Asset Management
Colorado
-$246K -4,840 Closed
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
-$221K -4,829 Closed
SIM
142
SSI Investment Management
California
-$240K -4,718 Closed
IFS
143
Ifrah Financial Services
Arkansas
-$229K -4,484 Closed
BAM
144
Belpointe Asset Management
Nevada
-$160K -3,141 Closed
CFD
145
Creative Financial Designs
Indiana
-$64K -1,259 Closed
JWA
146
JFS Wealth Advisors
Pennsylvania
-$53K -1,034 Closed
SWP
147
Stratos Wealth Partners
Ohio
-$45K -886 Closed
RCAG
148
Rehmann Capital Advisory Group
Michigan
-$25.9K -507 Closed
RMAM
149
Raab & Moskowitz Asset Management
New Jersey
-$25K -500 Closed
AP
150
Advisors Preferred
Maryland
-$25K -495 Closed

XRT Hedge Fund Activity: Q4 2018 in Review

101 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Retail ETF (XRT) for Q4 2018, worth a combined $1.28B — down 38% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of XRT and 24 opened new positions — a net loss of 31 holders — while 43 trimmed existing stakes and 22 added.

The largest buyer was Deutsche Bank, adding an estimated $55M. The largest seller was Goldman Sachs, cutting an estimated $140M.

  • 101 institutional investors held State Street SPDR S&P Retail ETF (XRT) as of Q4 2018, down from 132 in Q3 2018.
  • Funds reported $1.28B of State Street SPDR S&P Retail ETF stock for Q4 2018, down 38% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Retail ETF positions in Q4 2018 and 55 closed out, a net change of -31 holders.
  • The largest State Street SPDR S&P Retail ETF buyer in Q4 2018 was Deutsche Bank, an estimated $55M added.
  • The largest State Street SPDR S&P Retail ETF seller in Q4 2018 was Goldman Sachs, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2018.