We are live on ! Find out more
XLRE icon

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
FFS
376
Founders Financial Securities
Maryland
$415K -$696K -14,457 -64%
ST
377
Spinnaker Trust
Maine
$410K
HI
378
Horizon Investments
North Carolina
$408K +$77.3K +1,607 +26%
MCM
379
Murphy Capital Management
New Jersey
$406K +$8.85K +184 +2%
CIA
380
Capital Investment Advisors
Georgia
$405K -$10.3K -214 -3%
IA
381
IFP Advisors
Florida
$404K -$604K -12,562 -63%
FPW
382
Flagship Private Wealth
Massachusetts
$402K -$108K -2,247 -22%
DWM
383
Darwin Wealth Management
Florida
$395K +$151K +3,131 +59%
CIM
384
Contravisory Investment Management
Massachusetts
$395K +$263K +5,474 +254%
VFA
385
Valeo Financial Advisors
Indiana
$393K
DWM
386
Denver Wealth Management
Colorado
$391K +$363K +7,548 New
EDRIA
387
Edmonds Duncan Registered Investment Advisors
Kansas
$388K
RWA
388
Roberts Wealth Advisors
California
$387K +$10.1K +210 +3%
HSBC Holdings
389
HSBC Holdings
United Kingdom
$384K +$67.6K +1,406 +23%
SFS
390
Security Financial Services
Indiana
$382K +$354K +7,364 New
WP
391
WealthSource Partners
California
$369K -$47.9K -995 -12%
Bank Julius Baer & Co
392
Bank Julius Baer & Co
Switzerland
$363K
SI
393
Stephens Inc
Arkansas
$357K +$332K +6,891 New
MCC
394
Money Concepts Capital
Florida
$354K +$328K +6,825 New
BFG
395
Barber Financial Group
Kansas
$353K
NFG
396
Next Financial Group
Texas
$348K -$10.8K -225 -3%
Neuberger Berman Group
397
Neuberger Berman Group
New York
$346K +$26.7K +556 +9%
IWP
398
IAG Wealth Partners
Wisconsin
$343K +$25.9K +538 +9%
SIA
399
SkyView Investment Advisors
New Jersey
$342K -$18.6K -386 -6%
LWAC
400
Laurel Wealth Advisors (California)
California
$342K +$317K +6,592 New

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.