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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
OAM
351
Oppenheimer Asset Management
New York
$512K +$476K +9,889 New
PHS
352
Pekin Hardy Strauss
Illinois
$511K
BFEC
353
Benjamin F. Edwards & Company
Missouri
$507K -$3.17K -66 -0.7%
WIM
354
Warwick Investment Management
Texas
$497K +$461K +9,591 New
CGA
355
Crescent Grove Advisors
Illinois
$493K +$102K +2,129 +29%
MA
356
MUFG Americas
New York
$491K +$5.77K +120 +1%
TWC
357
TD Waterhouse Canada
Ontario, Canada
$485K +$457K +9,494 New
AWA
358
Acorn Wealth Advisors
Michigan
$485K +$451K +9,370 New
KAH
359
Kathryn A. Hall
$481K
SAM
360
Secure Asset Management
Michigan
$469K +$134K +2,795 +45%
AFWM
361
AMJ Financial Wealth Management
Virginia
$463K -$191K -3,979 -31%
CS
362
Credit Suisse
Switzerland
$456K +$155K +3,224 +58%
Thrivent Financial for Lutherans
363
Thrivent Financial for Lutherans
Minnesota
$449K -$1.99M -41,396 -80%
HCM
364
Hollencrest Capital Management
California
$447K +$106K +2,200 +34%
PT
365
Plimoth Trust
Massachusetts
$443K +$47.7K +992 +13%
SPIA
366
Steward Partners Investment Advisory
New York
$441K +$134K +2,790 +49%
CI
367
Conning Inc
Connecticut
$440K
BOTW
368
Bank of the West
California
$440K +$21.6K +450 +6%
PA
369
PFG Advisors
Arizona
$434K +$16K +333 +4%
IA
370
IFG Advisory
Georgia
$430K -$19.5K -405 -5%
CB
371
Commerce Bank
Missouri
$426K +$37.6K +782 +11%
IA
372
Insight Advisors
Pennsylvania
$422K +$33K +685 +9%
SC
373
Scotia Capital
Ontario, Canada
$421K +$131K +2,715 +50%
MAM
374
MMA Asset Management
Pennsylvania
$418K -$10.7K -222 -3%
MSAGDF
375
Moneda SA Administradora General de Fondos
Chile
$417K

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.