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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
WCFA
251
Walkner Condon Financial Advisors
Wisconsin
$705K +$736K +15,833 New
ACM
252
AlphaStar Capital Management
North Carolina
$700K +$351K +7,559 +100%
PSF
253
Pacific Sun Financial
California
$697K +$729K +15,681 New
HT
254
HAP Trading
New York
$689K +$721K +15,507 New
FUBT
255
First United Bank & Trust
Maryland
$688K -$117K -2,510 -14%
WAS
256
Wealth Advisory Solutions
Indiana
$685K -$1.16M -25,041 -62%
Vontobel Holding
257
Vontobel Holding
Switzerland
$684K +$715K +15,388 New
MGIA
258
Moneta Group Investment Advisors
Missouri
$680K +$36.9K +793 +5%
Koshinski Asset Management
259
Koshinski Asset Management
Illinois
$676K +$707K +15,218 New
TC
260
Trust Company
Kansas
$674K -$79.4K -1,708 -10%
AC
261
Abbrea Capital
California
$656K +$88.2K +1,898 +15%
RSWM
262
Robertson Stephens Wealth Management
California
$652K +$12.1K +261 +2%
GCMG
263
Gyroscope Capital Management Group
Florida
$642K +$22.1K +475 +3%
LWM
264
Laidlaw Wealth Management
New York
$640K -$23.3K -502 -3%
1832 Asset Management
265
1832 Asset Management
Ontario, Canada
$638K
NCM
266
Nelson Capital Management
California
$637K +$12.9K +278 +2%
SAM
267
Sequent Asset Management
Texas
$624K -$77.2K -1,661 -11%
CNBT
268
Cornerstone National Bank & Trust
Illinois
$604K +$13.8K +296 +2%
APA
269
American Portfolios Advisors
New York
$579K +$182K +3,912 +43%
AFWM
270
AMJ Financial Wealth Management
Virginia
$574K +$8.74K +188 +1%
TYCC
271
Texas Yale Capital Corp
Florida
$573K
WPP
272
Whalerock Point Partners
Rhode Island
$569K
DLCIG
273
D.L. Carlson Investment Group
New Hampshire
$568K +$19.1K +412 +3%
TI
274
tru Independence
Oregon
$565K -$20.8K -448 -3%
3LCM
275
3D/L Capital Management
Connecticut
$561K -$14.9K -321 -2%

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.