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State Street Real Estate Select Sector SPDR ETF

592 hedge funds and large institutions have $2.95B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 207 increasing their positions, 226 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 58

1% more funds holding

Funds holding: 586592 (+6)

0.43% less ownership

Funds ownership: 64.24%63.81% (-0.43%)

2% less capital invested

Capital invested by funds: $3B → $2.95B (-$50M)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 226

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

38% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $21.9M

Holders
592
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
9.3%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
72
Increased
207
Reduced
226
Closed
58
Calls
$13.7M
Puts
$21.9M
Net Calls
-$8.21M
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
251
Central Trust Company
Missouri
$823K -$332K -9,005 -29%
SPC
252
Sigma Planning Corp
Michigan
$813K +$212K +5,759 +36%
JIR
253
James Investment Research
Ohio
$807K -$23.2K -628 -3%
MFG
254
Magnus Financial Group
New York
$803K +$5.98K +162 +0.8%
WCG
255
Wall Capital Group
Arizona
$799K +$29.8K +809 +4%
AFG
256
Atomi Financial Group
New York
$797K +$780K +21,157 New
APWA
257
Atlas Private Wealth Advisors
New Jersey
$781K +$345K +9,353 +82%
HAS
258
HBW Advisory Services
California
$776K +$119K +3,223 +19%
FIA
259
Foundations Investment Advisors
Arizona
$764K +$748K +20,273 New
TB
260
Treynor Bancshares
Iowa
$761K -$93.8K -2,544 -11%
MC
261
Martin & Co
Tennessee
$761K -$62K -1,681 -8%
CPG
262
Cornerstone Planning Group
New Jersey
$758K +$741K +20,099 New
FNT
263
First National Trust
Pennsylvania
$754K -$34.1K -924 -4%
AWM
264
Atticus Wealth Management
Florida
$745K -$169K -4,580 -19%
CWP
265
Concord Wealth Partners
Virginia
$744K +$249K +6,745 +52%
SWP
266
Stratos Wealth Partners
Ohio
$743K -$107K -2,906 -13%
CAM
267
Carret Asset Management
New York
$737K -$8.12K -220 -1%
BAAM
268
Baker Avenue Asset Management
California
$723K +$55.7K +1,509 +9%
CRWM
269
Castle Rock Wealth Management
California
$714K -$17.2K -465 -2%
DAS
270
Dynamic Advisor Solutions
Arizona
$708K +$24.1K +654 +4%
HG
271
Herbst Group
Connecticut
$708K -$89.8K -2,435 -11%
IFAM
272
Institutional & Family Asset Management
Colorado
$708K +$10.4K +281 +2%
JHCP
273
Jackson Hole Capital Partners
Oklahoma
$701K -$60.8K -1,647 -8%
BF
274
BOK Financial
Oklahoma
$700K
BRWA
275
B. Riley Wealth Advisors
Florida
$686K -$54.4K -1,476 -8%

XLRE Hedge Fund Activity: Q2 2023 in Review

592 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2023, worth a combined $2.95B — down 1.7% from $3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLRE positions and 58 closed out — a net gain of 14 holders — while 207 added to existing stakes and 226 trimmed.

The largest buyer was Creative Planning, adding an estimated $170M. The largest seller was Bank of America, cutting an estimated $213M.

  • 592 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2023, up from 586 in Q1 2023.
  • Funds reported $2.95B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 72 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2023 and 58 closed out, a net change of +14 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2023 was Creative Planning, an estimated $170M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2023 was Bank of America, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.