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State Street Real Estate Select Sector SPDR ETF

543 hedge funds and large institutions have $2.64B invested in State Street Real Estate Select Sector SPDR ETF in 2021 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 231 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 36

86% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 124

34% more capital invested

Capital invested by funds: $1.96B → $2.64B (+$671M)

7% more funds holding

Funds holding: 507543 (+36)

3.07% more ownership

Funds ownership: 58.61%61.67% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

75% less call options, than puts

Call options by funds: $8.73M | Put options by funds: $34.3M

Holders
543
Holders Change
+36
Holders Change %
+7.1%
% of All Funds
9.51%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
82
Increased
231
Reduced
124
Closed
36
Calls
$8.73M
Puts
$34.3M
Net Calls
-$25.6M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
351
Horizon Investments
North Carolina
$278K -$128K -2,763 -31%
SAM
352
Secure Asset Management
Michigan
$278K -$5.02K -108 -2%
CCM
353
Cullen Capital Management
New York
$276K +$288K +6,202 New
AWM
354
Avitas Wealth Management
California
$273K -$5.72K -123 -2%
Neuberger Berman Group
355
Neuberger Berman Group
New York
$272K
IWP
356
IAG Wealth Partners
Wisconsin
$271K -$5.2K -112 -2%
HSBC Holdings
357
HSBC Holdings
United Kingdom
$267K +$279K +6,005 New
IFG
358
Investors Financial Group
Minnesota
$266K +$16.4K +352 +6%
PWLP
359
Prio Wealth Limited Partnership
Massachusetts
$264K
CWM
360
Chesapeake Wealth Management
Virginia
$261K -$40.4K -869 -13%
MC
361
Moors & Cabot
Massachusetts
$261K -$23.8K -513 -8%
EWA
362
Encompass Wealth Advisors
Oregon
$261K
WDC
363
Woodward Diversified Capital
California
$256K +$268K +5,757 New
SPIA
364
Steward Partners Investment Advisory
New York
$255K +$68.2K +1,467 +34%
UB
365
UMB Bank
Missouri
$254K
CS
366
Credit Suisse
Switzerland
$249K -$634K -13,647 -71%
FPCM
367
Financial Partners Capital Management
New York
$245K -$15.7K -337 -6%
BWM
368
Birchcreek Wealth Management
Ohio
$244K -$11.9K -256 -4%
SC
369
Scotia Capital
Ontario, Canada
$241K +$252K +5,418 New
MAS
370
Madden Advisory Services
Florida
$239K -$39.5K -851 -14%
FAIM
371
Financial Advocates Investment Management
Washington
$238K +$94.8K +2,040 +62%
DWM
372
Darwin Wealth Management
Florida
$235K -$328K -7,061 -57%
H
373
HoyleCohen
California
$233K -$1.63K -35 -0.7%
CAG
374
Csenge Advisory Group
Florida
$233K +$241K +5,188 New
CCMW
375
Cypress Capital Management (Wyoming)
Wyoming
$232K -$6.92K -149 -3%

XLRE Hedge Fund Activity: Q3 2021 in Review

543 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2021, worth a combined $2.64B — up 34% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new XLRE positions and 36 closed out — a net gain of 46 holders — while 231 added to existing stakes and 124 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $136M. The largest seller was Goldman Sachs, cutting an estimated $43.8M.

  • 543 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2021, up from 507 in Q2 2021.
  • Funds reported $2.64B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2021, up 34% quarter-over-quarter.
  • 82 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2021 and 36 closed out, a net change of +46 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2021 was Harel Insurance Investments & Financial Services, an estimated $136M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2021 was Goldman Sachs, an estimated $43.8M sold.

Based on aggregated 13F filings for Q3 2021.