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State Street Real Estate Select Sector SPDR ETF

632 hedge funds and large institutions have $3.41B invested in State Street Real Estate Select Sector SPDR ETF in 2022 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 246 increasing their positions, 196 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 196

2% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 93

1% less funds holding

Funds holding: 638632 (-6)

4.24% less ownership

Funds ownership: 70.04%65.8% (-4.2%)

13% less capital invested

Capital invested by funds: $3.9B → $3.41B (-$488M)

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

44% less call options, than puts

Call options by funds: $17.7M | Put options by funds: $31.9M

Holders
632
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
10.65%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.2%
New
95
Increased
246
Reduced
196
Closed
93
Calls
$17.7M
Puts
$31.9M
Net Calls
-$14.2M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
251
Moneta Group Investment Advisors
Missouri
$899K +$316K +7,081 +47%
WP
252
WealthSource Partners
California
$892K +$172K +3,850 +21%
SB
253
Simmons Bank
Arkansas
$889K +$768K +17,232 +380%
BCM
254
Boltwood Capital Management
California
$886K -$580 -13 -0.1%
FNT
255
First National Trust
Pennsylvania
$873K -$9.99K -224 -1%
Fidelity International
256
Fidelity International
Bermuda
$872K -$35.7K -800 -4%
VWA
257
V Wealth Advisors
Kansas
$867K +$43.8K +982 +5%
ZIG
258
Zullo Investment Group
Pennsylvania
$857K +$98.5K +2,208 +12%
SIM
259
Seaview Investment Managers
Florida
$847K +$22.1K +495 +2%
CAM
260
Carret Asset Management
New York
$846K +$3.57K +80 +0.4%
BA
261
Ballast Advisors
Minnesota
$841K -$847 -19 -0.1%
FFWA
262
FRG Family Wealth Advisors
Washington
$840K +$475K +10,650 +108%
BRWA
263
B. Riley Wealth Advisors
Florida
$829K +$328K +7,350 +57%
SPIA
264
Steward Partners Investment Advisory
New York
$828K -$1.92M -43,008 -68%
IA
265
IFG Advisory
Georgia
$820K +$28.5K +639 +3%
CS
266
Credit Suisse
Switzerland
$819K +$278K +6,231 +45%
GWSG
267
GPS Wealth Strategies Group
Colorado
$818K +$892K +20,005 +166,708%
BF
268
BOK Financial
Oklahoma
$816K -$42.8K -960 -5%
WS
269
Wedbush Securities
California
$813K -$21.1K -474 -2%
CRWM
270
Castle Rock Wealth Management
California
$806K +$12K +268 +1%
MMA
271
Miracle Mile Advisors
California
$804K +$877K +19,670 New
FMWA
272
Forvis Mazars Wealth Advisors
Missouri
$799K +$872K +19,563 New
KPW
273
Kore Private Wealth
New York
$785K -$35.6K -799 -4%
Citigroup
274
Citigroup
New York
$783K +$543K +12,178 +174%
AC
275
Abbrea Capital
California
$777K +$16.3K +365 +2%

XLRE Hedge Fund Activity: Q2 2022 in Review

632 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2022, worth a combined $3.41B — down 13% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLRE positions and 93 closed out — a net gain of 2 holders — while 246 added to existing stakes and 196 trimmed.

The largest buyer was Bank of America, adding an estimated $319M. The largest seller was Banco Bilbao Vizcaya Argentaria, exiting entirely with an estimated $171M sold.

  • 632 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2022, down from 638 in Q1 2022.
  • Funds reported $3.41B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2022, down 13% quarter-over-quarter.
  • 95 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2022 and 93 closed out, a net change of +2 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2022 was Bank of America, an estimated $319M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2022 was Banco Bilbao Vizcaya Argentaria, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2022.