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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
CC
276
Callan Capital
California
$954K -$2.07K -43 -0.2%
AC
277
Abbrea Capital
California
$937K +$161K +3,339 +23%
CWG
278
Cornerstone Wealth Group
North Carolina
$936K -$3.61M -74,957 -81%
CI
279
Clal Insurance
Israel
$933K
FIM
280
Freedom Investment Management
Connecticut
$924K +$858K +17,837 New
PPWP
281
Proquility Private Wealth Partners
Nevada
$923K +$964K +20,047 New
CRWM
282
Castle Rock Wealth Management
California
$916K +$16.6K +346 +2%
ZIG
283
Zullo Investment Group
Pennsylvania
$915K +$849K +17,656 New
GCMG
284
Gyroscope Capital Management Group
Florida
$911K +$151K +3,147 +22%
KM
285
Kalos Management
Georgia
$906K +$74.8K +1,554 +9%
HCWM
286
Harrison & Co Wealth Management
Virginia
$901K +$837K +17,395 New
APW
287
Aurora Private Wealth
New Jersey
$898K +$5.29K +110 +0.6%
DHGWA
288
Dixon Hughes Goodman Wealth Advisors
North Carolina
$891K +$827K +17,197 New
BO
289
BRR OpCo
Ohio
$880K -$217K -4,520 -21%
KIG
290
Kessler Investment Group
Indiana
$866K +$804K +16,719 New
VAG
291
VisionPoint Advisory Group
Texas
$852K -$260K -5,406 -23%
PSF
292
Pacific Sun Financial
California
$849K +$33.7K +700 +4%
GTAM
293
Global Trust Asset Management
Florida
$842K +$264K +5,485 +51%
TC
294
Trust Company
Kansas
$833K +$44K +914 +6%
WAM
295
Weinberger Asset Management
California
$826K +$767K +15,946 New
FUBT
296
First United Bank & Trust
Maryland
$822K +$18.5K +385 +2%
NCM
297
Nelson Capital Management
California
$803K +$56K +1,164 +8%
MYIA
298
Mount Yale Investment Advisors
Colorado
$797K +$182K +3,788 +33%
RSWM
299
Robertson Stephens Wealth Management
California
$791K +$28.8K +598 +4%
MGIA
300
Moneta Group Investment Advisors
Missouri
$777K -$14.5K -301 -2%

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.