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State Street Real Estate Select Sector SPDR ETF

649 hedge funds and large institutions have $4.26B invested in State Street Real Estate Select Sector SPDR ETF in 2021 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 229 increasing their positions, 149 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 45

108% more funds holding in top 10

Funds holding in top 10: 1327 (+14)

61% more capital invested

Capital invested by funds: $2.64B → $4.26B (+$1.62B)

54% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 149

20% more funds holding

Funds holding: 543649 (+106)

8.33% more ownership

Funds ownership: 61.67%70% (+8.3%)

40% less call options, than puts

Call options by funds: $17.8M | Put options by funds: $29.7M

Holders
649
Holders Change
+106
Holders Change %
+19.52%
% of All Funds
9.99%
Holding in Top 10
27
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+107.69%
% of All Funds
0.42%
New
161
Increased
229
Reduced
149
Closed
45
Calls
$17.8M
Puts
$29.7M
Net Calls
-$11.9M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCT
226
Country Club Trust
Missouri
$1.47M +$91.2K +1,895 +7%
WCFA
227
Walkner Condon Financial Advisors
Wisconsin
$1.46M +$598K +12,426 +78%
SIS
228
Sound Income Strategies
Florida
$1.45M +$234K +4,861 +21%
MWA
229
MFA Wealth Advisors
Pennsylvania
$1.43M +$10.2K +211 +0.8%
JIR
230
James Investment Research
Ohio
$1.38M -$24.2K -503 -2%
RWP
231
RWA Wealth Partners
Massachusetts
$1.37M +$135K +2,816 +12%
FHB
232
First Hawaiian Bank
Hawaii
$1.37M +$96 +2 +0%
5L
233
55I LLC
Massachusetts
$1.37M -$51.3K -1,067 -4%
EWM
234
Evercore Wealth Management
New York
$1.37M +$1.2K +25 +0.1%
ZIG
235
Zurich Insurance Group
Switzerland
$1.35M -$406K -8,430 -24%
MFW
236
Meristem Family Wealth
Minnesota
$1.35M
CFGS
237
Concourse Financial Group Securities
Alabama
$1.35M +$44K +914 +4%
AFP
238
Ausdal Financial Partners
Iowa
$1.33M -$331K -6,884 -21%
PCS
239
Personal CFO Solutions
New Jersey
$1.31M -$87.2K -1,812 -7%
SPC
240
Sigma Planning Corp
Michigan
$1.31M -$352K -7,322 -22%
LRWA
241
Long Run Wealth Advisors
New York
$1.31M +$1.25M +25,896 New
TCOO
242
Trust Company of Oklahoma
Oklahoma
$1.3M -$43.3K -900 -3%
VWA
243
V Wealth Advisors
Kansas
$1.29M +$3.85K +80 +0.3%
KWM
244
Keebeck Wealth Management
Illinois
$1.28M +$241 +5 +0%
RWA
245
River Wealth Advisors
Pennsylvania
$1.27M +$20.7K +430 +2%
MC
246
Martin & Co
Tennessee
$1.27M -$10.7K -223 -0.9%
PRS
247
Pinkerton Retirement Specialists
Idaho
$1.26M -$65K -1,352 -5%
KFS
248
Kaizen Financial Strategies
California
$1.26M +$128K +2,663 +12%
CC
249
Corsicana & Co
Texas
$1.25M -$47.3K -984 -4%
GI
250
Glovista Investments
New Jersey
$1.25M +$1.16M +24,151 New

XLRE Hedge Fund Activity: Q4 2021 in Review

649 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2021, worth a combined $4.26B — up 61% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new XLRE positions and 45 closed out — a net gain of 116 holders — while 229 added to existing stakes and 149 trimmed.

The largest buyer was Bank of America, adding an estimated $417M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $78.1M.

  • 649 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2021, up from 543 in Q3 2021.
  • Funds reported $4.26B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2021, up 61% quarter-over-quarter.
  • 161 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2021 and 45 closed out, a net change of +116 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2021 was Bank of America, an estimated $417M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2021 was BNP Paribas Financial Markets, an estimated $78.1M sold.

Based on aggregated 13F filings for Q4 2021.