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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
BF
251
BOK Financial
Oklahoma
$1.01M -$50.8K -1,083 -5%
RFA
252
RTD Financial Advisors
Pennsylvania
$1M +$12.8K +273 +1%
BA
253
Ballast Advisors
Minnesota
$996K -$35.5K -758 -4%
CAM
254
Carret Asset Management
New York
$996K
NR
255
Newfound Research
Massachusetts
$993K +$963K +20,542 New
AWM
256
Atticus Wealth Management
Florida
$991K +$318K +6,782 +49%
WS
257
Wedbush Securities
California
$984K -$2.27M -48,449 -70%
CWM
258
Cornerstone Wealth Management
Missouri
$984K +$425K +9,071 +80%
NA
259
NewEdge Advisors
Louisiana
$981K -$1.39M -29,611 -59%
PSF
260
Pacific Sun Financial
California
$980K +$183K +3,898 +24%
SIM
261
Seaview Investment Managers
Florida
$978K +$17.3K +368 +2%
VWA
262
V Wealth Advisors
Kansas
$977K -$217K -4,623 -19%
KPW
263
Kore Private Wealth
New York
$967K +$36.3K +774 +4%
HCWM
264
Harrison & Co Wealth Management
Virginia
$961K +$117K +2,503 +14%
CRWM
265
Castle Rock Wealth Management
California
$953K -$16.5K -351 -2%
GCMG
266
Gyroscope Capital Management Group
Florida
$947K +$94.4K +2,013 +11%
C
267
CEDRUS
Colorado
$942K +$364K +7,759 +66%
IA
268
IFG Advisory
Georgia
$938K +$522K +11,126 +134%
SC
269
Solstein Capital
California
$920K -$2.7M -57,503 -75%
ZIG
270
Zullo Investment Group
Pennsylvania
$906K +$51.7K +1,104 +6%
CC
271
Callan Capital
California
$905K +$15.2K +324 +2%
AC
272
Abbrea Capital
California
$901K +$26.2K +560 +3%
CRI
273
Colonial River Investments
Virginia
$891K -$537K -11,456 -38%
PPA
274
Parametric Portfolio Associates
Washington
$869K +$195K +4,167 +30%
WP
275
WealthSource Partners
California
$869K +$509K +10,866 +153%

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.