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State Street Real Estate Select Sector SPDR ETF

543 hedge funds and large institutions have $2.64B invested in State Street Real Estate Select Sector SPDR ETF in 2021 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 231 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 36

86% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 124

34% more capital invested

Capital invested by funds: $1.96B → $2.64B (+$671M)

7% more funds holding

Funds holding: 507543 (+36)

3.07% more ownership

Funds ownership: 58.61%61.67% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

75% less call options, than puts

Call options by funds: $8.73M | Put options by funds: $34.3M

Holders
543
Holders Change
+36
Holders Change %
+7.1%
% of All Funds
9.51%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
82
Increased
231
Reduced
124
Closed
36
Calls
$8.73M
Puts
$34.3M
Net Calls
-$25.6M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
226
Kaizen Financial Strategies
California
$963K +$1.01M +21,666 New
Creative Planning
227
Creative Planning
Kansas
$958K +$112K +2,407 +13%
BO
228
BRR OpCo
Ohio
$956K +$309K +6,642 +45%
BCM
229
Boltwood Capital Management
California
$954K -$16.4K -354 -2%
WFA
230
West Financial Advisors
Iowa
$948K +$263K +5,663 +36%
BA
231
Ballast Advisors
Minnesota
$935K +$24.9K +536 +3%
IA
232
IFP Advisors
Florida
$929K -$799K -17,198 -46%
CRWM
233
Castle Rock Wealth Management
California
$926K +$72K +1,549 +9%
FMTCOCP
234
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$924K -$91.5K -1,970 -9%
RCA
235
Ranch Capital Advisors
Florida
$918K +$959K +20,643 New
CAM
236
Carret Asset Management
New York
$917K +$23.2K +500 +2%
Ensign Peak Advisors
237
Ensign Peak Advisors
Utah
$916K +$957K +20,600 New
BF
238
BOK Financial
Oklahoma
$888K +$928K +19,970 New
FHA
239
Flagship Harbor Advisors
Massachusetts
$873K
PCFFS
240
Pacific Center for Financial Services
California
$868K +$247K +5,305 +37%
LBD
241
Landsberg Bennett & Dubbaneh
Florida
$853K +$883K +18,993 New
DLHL
242
Donald L. Hagan LLC
Florida
$850K -$11.7K -251 -1%
AF
243
Advisornet Financial
Minnesota
$842K +$827K +17,793 +1,559%
KM
244
Kalos Management
Georgia
$832K +$803K +17,272 New
CCM
245
Cribstone Capital Management
Maine
$831K -$42.6K -917 -5%
CC
246
Callan Capital
California
$820K +$2.93K +63 +0.3%
CI
247
Clal Insurance
Israel
$800K
APW
248
Aurora Private Wealth
New Jersey
$766K +$68.4K +1,471 +9%
IFAM
249
Institutional & Family Asset Management
Colorado
$756K +$22.3K +480 +3%
CAC
250
Core Alternative Capital
Georgia
$750K +$22.3K +480 +3%

XLRE Hedge Fund Activity: Q3 2021 in Review

543 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2021, worth a combined $2.64B — up 34% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new XLRE positions and 36 closed out — a net gain of 46 holders — while 231 added to existing stakes and 124 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $136M. The largest seller was Goldman Sachs, cutting an estimated $43.8M.

  • 543 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2021, up from 507 in Q2 2021.
  • Funds reported $2.64B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2021, up 34% quarter-over-quarter.
  • 82 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2021 and 36 closed out, a net change of +46 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2021 was Harel Insurance Investments & Financial Services, an estimated $136M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2021 was Goldman Sachs, an estimated $43.8M sold.

Based on aggregated 13F filings for Q3 2021.