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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
AWA
376
Alta Wealth Advisors
Massachusetts
$314K +$22.3K +604 +8%
SWM
377
Stockman Wealth Management
Montana
$314K -$1.84K -50 -0.6%
ANTB
378
AMG National Trust Bank
Colorado
$312K -$6.12K -166 -2%
GFA
379
Gallagher Fiduciary Advisors
Illinois
$309K -$7.64K -207 -2%
MBTD
380
Mechanics Bank - Trust Department
California
$296K -$57.3K -1,553 -17%
CT
381
Caldwell Trust
Florida
$296K +$4.54K +123 +2%
ST
382
Spinnaker Trust
Maine
$295K
WTG
383
West Tower Group
Virginia
$290K +$284K +7,687 New
LWANC
384
Laurel Wealth Advisors (North Carolina)
North Carolina
$289K -$14.8K -402 -5%
ATPW
385
Ashton Thomas Private Wealth
Arizona
$280K -$192K -5,200 -41%
CGA
386
Crescent Grove Advisors
Illinois
$278K
HCC
387
Hirtle Callaghan & Co
Pennsylvania
$270K
GVAG
388
Great Valley Advisor Group
Delaware
$269K -$21.3K -577 -7%
TWA
389
Talisman Wealth Advisors
New Jersey
$269K +$263K +7,136 New
CWM
390
Castle Wealth Management
Florida
$268K -$204K -5,531 -44%
RJT
391
Raymond James Trust
Florida
$266K
LRWA
392
Long Run Wealth Advisors
New York
$263K -$1.02M -27,555 -80%
BWM
393
Baron Wealth Management
Michigan
$263K -$9.89K -268 -4%
USCWA
394
U.S. Capital Wealth Advisors
Texas
$262K +$257K +6,960 New
SBIA
395
Sheaff Brock Investment Advisors
Indiana
$262K +$74 +2 +0%
VWM
396
Venturi Wealth Management
Texas
$259K -$324K -8,785 -56%
AG
397
Appleton Group
Wisconsin
$258K +$28.2K +764 +13%
UCFA
398
United Capital Financial Advisors
Texas
$248K -$174K -4,711 -42%
SC
399
Sierra Capital
Florida
$247K +$2.36K +64 +1%
IFG
400
Independent Financial Group
California
$245K -$26K -706 -10%

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.