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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
HCP
401
Hexagon Capital Partners
Arkansas
$166K +$20.2K +435 +13%
EWM
402
EPG Wealth Management
Georgia
$156K +$163K +3,517 New
CA
403
Clearstead Advisors
Ohio
$155K +$162K +3,482 New
RDFA
404
Ritter Daniher Financial Advisory
Ohio
$154K
BAM
405
Baldrige Asset Management
Pennsylvania
$152K +$2.83K +61 +2%
FWM
406
Focused Wealth Management
New York
$147K +$153K +3,300 New
FRA
407
Front Row Advisors
California
$136K
CAAS
408
Capital Asset Advisory Services
Michigan
$135K -$5.02K -108 -3%
CFB
409
Cullen/Frost Bankers
Texas
$128K +$38.8K +834 +41%
CT
410
Caldwell Trust
Florida
$126K +$13.5K +290 +11%
DTIM
411
Danda Trouve Investment Management
Kansas
$124K +$115K +2,470 +779%
William Blair & Company
412
William Blair & Company
Illinois
$123K -$2.83K -61 -2%
PK
413
Pflug Koory
Nebraska
$123K +$1.72K +37 +1%
CAPTRUST Financial Advisors
414
CAPTRUST Financial Advisors
North Carolina
$107K +$53.5K +1,151 +92%
JPLA
415
Joseph P. Lucia & Associates
New York
$104K -$1.58K -34 -1%
AWM
416
Accel Wealth Management
Iowa
$98K
SJIM
417
St. Johns Investment Management
Florida
$97K +$12.3K +264 +14%
CIM
418
Contravisory Investment Management
Massachusetts
$96K +$1.53K +33 +2%
SWA
419
SOA Wealth Advisors
New York
$90K +$418 +9 +0.4%
CCM
420
Covington Capital Management
California
$85K
EWM
421
Endurance Wealth Management
Rhode Island
$85K +$1.58K +34 +2%
SAM
422
Strategic Asset Management
Minnesota
$85K +$87.6K +1,885 New
ONST
423
Old North State Trust
North Carolina
$77K
BU
424
BBVA USA
Alabama
$74K
HA
425
Herold Advisors
New York
$69K +$72.7K +1,565 New

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.