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State Street Real Estate Select Sector SPDR ETF

638 hedge funds and large institutions have $3.9B invested in State Street Real Estate Select Sector SPDR ETF in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 274 increasing their positions, 169 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 169

37% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $14.3M

4% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 78

0.04% more ownership

Funds ownership: 70%70.04% (+0.04%)

2% less funds holding

Funds holding: 649638 (-11)

8% less capital invested

Capital invested by funds: $4.26B → $3.9B (-$353M)

30% less funds holding in top 10

Funds holding in top 10: 2719 (-8)

Holders
638
Holders Change
-11
Holders Change %
-1.69%
% of All Funds
10.06%
Holding in Top 10
19
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-29.63%
% of All Funds
0.3%
New
81
Increased
274
Reduced
169
Closed
78
Calls
$19.7M
Puts
$14.3M
Net Calls
+$5.33M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
226
Meristem Family Wealth
Minnesota
$1.23M -$28.6K -610 -2%
JIR
227
James Investment Research
Ohio
$1.22M -$63.4K -1,353 -5%
RWA
228
River Wealth Advisors
Pennsylvania
$1.22M +$29.6K +632 +3%
TC
229
Trust Company
Kansas
$1.2M +$414K +8,825 +55%
CC
230
Corsicana & Co
Texas
$1.2M +$32.4K +691 +3%
KWM
231
Keebeck Wealth Management
Illinois
$1.2M +$187 +4 +0%
VWM
232
Venturi Wealth Management
Texas
$1.19M -$455K -9,708 -28%
Creative Planning
233
Creative Planning
Kansas
$1.18M +$160K +3,406 +16%
SMF
234
Sterling Manor Financial
New York
$1.16M -$2.36M -50,339 -68%
JF
235
Jump Financial
Illinois
$1.14M +$817K +17,428 +284%
JWCA
236
J.W. Cole Advisors
Florida
$1.1M -$47.5K -1,014 -4%
CCM
237
Cribstone Capital Management
Maine
$1.1M +$193K +4,113 +22%
MC
238
Martin & Co
Tennessee
$1.1M -$80.5K -1,717 -7%
Bank of New York Mellon
239
Bank of New York Mellon
New York
$1.1M -$736K -15,711 -41%
5L
240
55I LLC
Massachusetts
$1.08M -$189K -4,037 -15%
PPWP
241
Proquility Private Wealth Partners
Nevada
$1.07M +$255K +5,442 +27%
Fidelity International
242
Fidelity International
Bermuda
$1.07M -$59.3K -1,266 -5%
JHCP
243
Jackson Hole Capital Partners
Oklahoma
$1.07M +$391K +8,334 +61%
WAM
244
Weinberger Asset Management
California
$1.06M +$285K +6,086 +38%
FMTCOCP
245
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.06M +$66K +1,409 +7%
CFGS
246
Concourse Financial Group Securities
Alabama
$1.06M -$194K -4,130 -16%
BCM
247
Boltwood Capital Management
California
$1.05M -$5.44K -116 -0.5%
FNT
248
First National Trust
Pennsylvania
$1.04M -$14.2K -303 -1%
EAM
249
Empirical Asset Management
Massachusetts
$1.04M +$95.3K +2,033 +10%
RCA
250
Ranch Capital Advisors
Florida
$1.03M +$9.05K +193 +0.9%

XLRE Hedge Fund Activity: Q1 2022 in Review

638 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2022, worth a combined $3.9B — down 8.3% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new XLRE positions and 78 closed out — a net gain of 3 holders — while 274 added to existing stakes and 169 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $92.7M. The largest seller was JP Morgan Chase, cutting an estimated $98.9M.

  • 638 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2022, down from 649 in Q4 2021.
  • Funds reported $3.9B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2022, down 8.3% quarter-over-quarter.
  • 81 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2022 and 78 closed out, a net change of +3 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2022 was BNP Paribas Financial Markets, an estimated $92.7M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2022 was JP Morgan Chase, an estimated $98.9M sold.

Based on aggregated 13F filings for Q1 2022.