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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
C
351
CEDRUS
Colorado
$382K -$196K -5,308 -34%
SC
352
Solstein Capital
California
$380K
SW
353
SVB Wealth
Massachusetts
$378K +$4.91K +133 +1%
MMG
354
Monetary Management Group
Missouri
$374K
Bank of New York Mellon
355
Bank of New York Mellon
New York
$370K -$68K -1,844 -16%
AF
356
Apexium Financial
Texas
$364K +$2.1K +57 +0.6%
WT
357
Whittier Trust
California
$363K +$2.44K +66 +0.7%
MAM
358
MMA Asset Management
Pennsylvania
$361K -$15.8K -428 -4%
TI
359
tru Independence
Oregon
$353K -$5.2K -141 -1%
CG
360
CFO4Life Group
Texas
$353K -$37.5K -1,017 -10%
NL
361
NWAM LLC
Washington
$352K +$23.3K +633 +7%
PA
362
PFG Advisors
Arizona
$351K -$144K -3,897 -29%
IAM
363
Innovis Asset Management
Illinois
$351K -$4.87K -132 -1%
PT
364
Plimoth Trust
Massachusetts
$347K -$12.8K -346 -4%
MCM
365
MAI Capital Management
Ohio
$344K +$17K +461 +5%
FHA
366
First Horizon Advisors
Tennessee
$343K -$922 -25 -0.3%
EDRIA
367
Edmonds Duncan Registered Investment Advisors
Kansas
$342K +$37.6K +1,018 +13%
FFS
368
Founders Financial Securities
Maryland
$341K +$23K +623 +7%
CWM
369
Chesapeake Wealth Management
Virginia
$338K +$29.6K +803 +10%
FHB
370
First Hawaiian Bank
Hawaii
$333K -$18.7K -506 -5%
HI
371
Horizon Investments
North Carolina
$330K +$14.9K +404 +5%
ARG
372
Advisory Resource Group
Oklahoma
$324K -$220K -5,955 -41%
CI
373
Conning Inc
Connecticut
$320K
LC
374
Lavaca Capital
Texas
$320K +$10.4K +281 +3%
FNBOH
375
First National Bank of Hutchinson
Kansas
$316K -$4.09K -111 -1%

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.