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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
BFG
401
Bleakley Financial Group
New Jersey
$243K +$238K +6,443 New
SS
402
Simplicity Solutions
Minnesota
$243K +$238K +6,443 New
HCM
403
Hollencrest Capital Management
California
$242K
RFC
404
Regions Financial Corp
Alabama
$241K
GWSG
405
GPS Wealth Strategies Group
Colorado
$240K -$85.5K -2,318 -27%
TCM
406
Triumph Capital Management
Colorado
$239K +$7.97K +216 +4%
CB
407
Commerce Bank
Missouri
$239K -$7.3K -198 -3%
PIMG
408
Patriot Investment Management Group
Tennessee
$238K +$233K +6,314 New
WAP
409
Wealthcare Advisory Partners
Pennsylvania
$232K +$11.1K +302 +5%
SC
410
Savant Capital
Illinois
$232K +$13.6K +370 +6%
BCMO
411
Buckingham Capital Management (Ohio)
Ohio
$231K +$8.48K +230 +4%
GFS
412
GYL Financial Synergies
Connecticut
$230K +$5.13K +139 +2%
WS
413
Wedbush Securities
California
$229K -$204K -5,518 -48%
IAN
414
Integrated Advisors Network
Texas
$229K -$214K -5,811 -49%
Cerity Partners
415
Cerity Partners
New York
$226K +$136K +3,687 +159%
BC
416
Barrett & Company
Rhode Island
$224K
GWP
417
Gateway Wealth Partners
Wisconsin
$221K -$9.07K -246 -4%
Betterment LLC
418
Betterment LLC
New York
$220K -$44.9K -1,216 -17%
Renaissance Technologies
419
Renaissance Technologies
New York
$219K -$590K -16,000 -73%
PWW
420
Pettyjohn Wood & White
Virginia
$219K +$9.92K +269 +5%
BOM
421
Bank of Marin
California
$218K +$213K +5,771 New
KPWS
422
Kestra Private Wealth Services
Texas
$211K +$206K +5,592 New
DIP
423
DT Investment Partners
Pennsylvania
$208K -$627 -17 -0.3%
AIP
424
Almanack Investment Partners
Pennsylvania
$208K +$848 +23 +0.4%
CAPTRUST Financial Advisors
425
CAPTRUST Financial Advisors
North Carolina
$207K +$3.8K +103 +2%

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.