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State Street Real Estate Select Sector SPDR ETF

638 hedge funds and large institutions have $3.9B invested in State Street Real Estate Select Sector SPDR ETF in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 274 increasing their positions, 169 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 169

37% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $14.3M

4% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 78

0.04% more ownership

Funds ownership: 70%70.04% (+0.04%)

2% less funds holding

Funds holding: 649638 (-11)

8% less capital invested

Capital invested by funds: $4.26B → $3.9B (-$353M)

30% less funds holding in top 10

Funds holding in top 10: 2719 (-8)

Holders
638
Holders Change
-11
Holders Change %
-1.69%
% of All Funds
10.06%
Holding in Top 10
19
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-29.63%
% of All Funds
0.3%
New
81
Increased
274
Reduced
169
Closed
78
Calls
$19.7M
Puts
$14.3M
Net Calls
+$5.33M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
401
Barber Financial Group
Kansas
$329K
LIM
402
Leavell Investment Management
Alabama
$328K +$63.5K +1,355 +25%
LSPW
403
Lake Street Private Wealth
Illinois
$325K +$61.2K +1,306 +24%
CWM
404
Comprehensive Wealth Management
Washington
$319K +$310K +6,608 New
LWAC
405
Laurel Wealth Advisors (California)
California
$319K
HFW
406
Horizon Family Wealth
Illinois
$319K +$310K +6,607 New
ARMT
407
Amica Retiree Medical Trust
Rhode Island
$316K +$306K +6,538 New
CIBC World Market
408
CIBC World Market
Ontario, Canada
$310K -$1.3M -27,640 -81%
CIA
409
Capital Investment Advisors
Georgia
$309K -$67.4K -1,437 -18%
PIA
410
Pinion Investment Advisors
Kansas
$309K +$28.7K +612 +11%
CWM
411
Chesapeake Wealth Management
Virginia
$304K +$40.3K +860 +16%
SC
412
Sierra Capital
Florida
$302K +$1.69K +36 +0.6%
SSW
413
Smith Shellnut Wilson
Mississippi
$302K +$16.9K +360 +6%
BONH
414
Bank of New Hampshire
New Hampshire
$297K +$4.69K +100 +2%
CCM
415
Cullen Capital Management
New York
$296K -$11.6M -247,976 -98%
DC
416
Davenport & Co
Virginia
$296K -$13.9K -296 -5%
IWP
417
IAG Wealth Partners
Wisconsin
$293K -$25.6K -547 -8%
EWA
418
EP Wealth Advisors
California
$291K +$283K +6,027 New
MC
419
Moors & Cabot
Massachusetts
$290K +$6.09K +130 +2%
PWLP
420
Prio Wealth Limited Partnership
Massachusetts
$286K
EWA
421
Encompass Wealth Advisors
Oregon
$284K
TB
422
Treynor Bancshares
Iowa
$282K -$1.59M -33,835 -85%
RHP
423
Royal Harbor Partners
Texas
$280K -$2.72K -58 -1%
CWM
424
Capital Wealth Management
Rhode Island
$278K +$269K +5,743 New
BAM
425
Belpointe Asset Management
Nevada
$277K -$1.17M -24,860 -81%

XLRE Hedge Fund Activity: Q1 2022 in Review

638 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2022, worth a combined $3.9B — down 8.3% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new XLRE positions and 78 closed out — a net gain of 3 holders — while 274 added to existing stakes and 169 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $92.7M. The largest seller was JP Morgan Chase, cutting an estimated $98.9M.

  • 638 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2022, down from 649 in Q4 2021.
  • Funds reported $3.9B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2022, down 8.3% quarter-over-quarter.
  • 81 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2022 and 78 closed out, a net change of +3 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2022 was BNP Paribas Financial Markets, an estimated $92.7M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2022 was JP Morgan Chase, an estimated $98.9M sold.

Based on aggregated 13F filings for Q1 2022.