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State Street Real Estate Select Sector SPDR ETF

632 hedge funds and large institutions have $3.41B invested in State Street Real Estate Select Sector SPDR ETF in 2022 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 246 increasing their positions, 196 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 196

2% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 93

1% less funds holding

Funds holding: 638632 (-6)

4.24% less ownership

Funds ownership: 70.04%65.8% (-4.2%)

13% less capital invested

Capital invested by funds: $3.9B → $3.41B (-$488M)

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

44% less call options, than puts

Call options by funds: $17.7M | Put options by funds: $31.9M

Holders
632
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
10.65%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.2%
New
95
Increased
246
Reduced
196
Closed
93
Calls
$17.7M
Puts
$31.9M
Net Calls
-$14.2M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
401
Regions Financial Corp
Alabama
$290K +$1.29K +29 +0.4%
ACK
402
Andrew C. Karlinski
$290K +$250K +5,608 +377%
SW
403
SkyOak Wealth
Michigan
$285K -$46.5K -1,042 -13%
BCM
404
Brookstone Capital Management
Illinois
$281K -$57.9K -1,299 -16%
H
405
HoyleCohen
California
$281K +$53.8K +1,206 +21%
LFAS
406
Level Four Advisory Services
Texas
$280K +$62.7K +1,405 +26%
BFG
407
Barber Financial Group
Kansas
$279K
GTCM
408
Gyon Technologies Capital Management
New Jersey
$279K +$305K +6,830 New
UAS
409
United Asset Strategies
New York
$278K -$12.2K -273 -4%
PIA
410
Pinion Investment Advisors
Kansas
$276K +$15.9K +357 +6%
HCC
411
Hirtle Callaghan & Co
Pennsylvania
$275K +$300K +6,732 New
HSA
412
HBK Sorce Advisory
Pennsylvania
$274K +$299K +6,706 New
HFW
413
Horizon Family Wealth
Illinois
$272K +$2.27K +51 +0.8%
LIM
414
Leavell Investment Management
Alabama
$271K -$6.33K -142 -2%
BCM
415
Bayesian Capital Management
New York
$270K +$294K +6,600 New
FA
416
Fermata Advisors
California
$269K -$119K -2,658 -29%
LWAC
417
Laurel Wealth Advisors (California)
California
$269K
FAT
418
First American Trust
California
$269K +$294K +6,589 New
CWM
419
Chesapeake Wealth Management
Virginia
$267K +$11.3K +254 +4%
HCM
420
Hollencrest Capital Management
California
$263K -$124K -2,770 -30%
BONH
421
Bank of New Hampshire
New Hampshire
$259K +$8.92K +200 +3%
SC
422
Sierra Capital
Florida
$257K +$2.1K +47 +0.8%
AssetMark Inc
423
AssetMark Inc
California
$257K +$275K +6,160 +5,133%
Neuberger Berman Group
424
Neuberger Berman Group
New York
$249K -$45.9K -1,029 -14%
NWM
425
NEIRG Wealth Management
Massachusetts
$245K -$9.64M -216,227 -97%

XLRE Hedge Fund Activity: Q2 2022 in Review

632 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2022, worth a combined $3.41B — down 13% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLRE positions and 93 closed out — a net gain of 2 holders — while 246 added to existing stakes and 196 trimmed.

The largest buyer was Bank of America, adding an estimated $319M. The largest seller was Banco Bilbao Vizcaya Argentaria, exiting entirely with an estimated $171M sold.

  • 632 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2022, down from 638 in Q1 2022.
  • Funds reported $3.41B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2022, down 13% quarter-over-quarter.
  • 95 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2022 and 93 closed out, a net change of +2 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2022 was Bank of America, an estimated $319M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2022 was Banco Bilbao Vizcaya Argentaria, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2022.