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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
CF
276
Centaurus Financial
California
$680K -$1.21M -32,854 -65%
GIA
277
Gladstone Institutional Advisory
Florida
$675K +$293K +7,948 +80%
BCP
278
Blue Chip Partners
Michigan
$659K -$2.07K -56 -0.3%
SCA
279
Snowden Capital Advisors
New York
$651K -$62.1K -1,683 -9%
SF
280
Summit Financial
New Jersey
$626K +$88.2K +2,391 +17%
3LCM
281
3D/L Capital Management
Connecticut
$615K -$286K -7,752 -32%
PAG
282
Private Advisory Group
Washington
$615K +$602K +16,309 New
SSWM
283
Sheets Smith Wealth Management
North Carolina
$604K +$31.6K +856 +6%
CI
284
Clal Insurance
Israel
$603K
BP
285
Ballentine Partners
Massachusetts
$598K +$585K +15,864 New
AC
286
Abbrea Capital
California
$594K +$7.19K +195 +1%
ASN
287
Advisory Services Network
Georgia
$593K -$34.3K -930 -6%
FA
288
Flagstar Advisors
New York
$590K -$29.1K -790 -5%
ORC
289
O'Rourke & Company
Massachusetts
$584K -$959 -26 -0.2%
FWCM
290
Ferguson Wellman Capital Management
Oregon
$581K -$29.9K -810 -5%
MAS
291
Meeder Advisory Services
Ohio
$576K +$175K +4,750 +45%
AWAP
292
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$572K +$559K +15,165 New
FSC
293
Full Sail Capital
Oklahoma
$567K -$9.48K -257 -2%
SMWM
294
Silvia McColl Wealth Management
California
$565K +$4.72K +128 +0.9%
GJIA
295
Glass Jacobson Investment Advisors
Maryland
$549K +$537K +14,560 New
YIH
296
Y-Intercept (HK)
Hong Kong
$547K +$535K +14,512 New
AAM
297
Alphadyne Asset Management
New York
$543K -$275K -7,451 -34%
CNBT
298
Cornerstone National Bank & Trust
Illinois
$542K -$82.4K -2,234 -13%
PFA
299
Pinnacle Family Advisors
Missouri
$539K +$528K +14,307 New
LCM
300
Lunt Capital Management
Utah
$539K +$528K +14,305 New

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.