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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
CM
251
Columbus Macro
Pennsylvania
$1.25M +$1.16M +24,068 New
WFA
252
West Financial Advisors
Iowa
$1.24M +$122K +2,545 +12%
JWCA
253
J.W. Cole Advisors
Florida
$1.24M +$1.15M +23,846 New
Fidelity International
254
Fidelity International
Bermuda
$1.21M -$108K -2,238 -9%
PCFFS
255
Pacific Center for Financial Services
California
$1.18M +$155K +3,223 +17%
MLM
256
Mount Lucas Management
Pennsylvania
$1.18M -$118K -2,455 -10%
BF
257
BOK Financial
Oklahoma
$1.14M +$98.6K +2,049 +10%
FNT
258
First National Trust
Pennsylvania
$1.13M -$72.9K -1,516 -6%
BCM
259
Boltwood Capital Management
California
$1.13M +$16.2K +336 +2%
BA
260
Ballast Advisors
Minnesota
$1.11M +$15.4K +321 +2%
RCA
261
Ranch Capital Advisors
Florida
$1.09M +$23.9K +497 +2%
Creative Planning
262
Creative Planning
Kansas
$1.09M -$27.2K -566 -3%
PWP
263
Principle Wealth Partners
Connecticut
$1.08M +$1M +20,881 New
CAM
264
Carret Asset Management
New York
$1.07M
Ensign Peak Advisors
265
Ensign Peak Advisors
Utah
$1.07M
FMTCOCP
266
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.07M -$9.62K -200 -1%
RFA
267
RTD Financial Advisors
Pennsylvania
$1.06M +$988K +20,533 New
BFA
268
Beaumont Financial Advisors
Massachusetts
$1.05M -$159K -3,309 -14%
CA
269
Cetera Advisors
Colorado
$1.05M -$266K -5,528 -21%
SIM
270
Seaview Investment Managers
Florida
$1.03M +$713K +14,823 +294%
EAM
271
Empirical Asset Management
Massachusetts
$1.01M +$936K +19,453 New
KPW
272
Kore Private Wealth
New York
$997K -$529K -11,003 -36%
CCM
273
Cribstone Capital Management
Maine
$969K +$1.16K +24 +0.1%
PAM
274
Premier Asset Management
Illinois
$962K -$247K -5,130 -22%
BAAM
275
Baker Avenue Asset Management
California
$962K +$446K +9,275 +100%

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.