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State Street Real Estate Select Sector SPDR ETF

649 hedge funds and large institutions have $4.26B invested in State Street Real Estate Select Sector SPDR ETF in 2021 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 229 increasing their positions, 149 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 45

108% more funds holding in top 10

Funds holding in top 10: 1327 (+14)

61% more capital invested

Capital invested by funds: $2.64B → $4.26B (+$1.62B)

54% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 149

20% more funds holding

Funds holding: 543649 (+106)

8.33% more ownership

Funds ownership: 61.67%70% (+8.3%)

40% less call options, than puts

Call options by funds: $17.8M | Put options by funds: $29.7M

Holders
649
Holders Change
+106
Holders Change %
+19.52%
% of All Funds
9.99%
Holding in Top 10
27
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+107.69%
% of All Funds
0.42%
New
161
Increased
229
Reduced
149
Closed
45
Calls
$17.8M
Puts
$29.7M
Net Calls
-$11.9M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
426
UMB Bank
Missouri
$297K
TCM
427
Tuttle Capital Management
Connecticut
$293K +$272K +5,661 New
MSFS
428
Main Street Financial Solutions
Pennsylvania
$292K +$271K +5,637 New
CFG
429
Citizens Financial Group
Rhode Island
$290K +$270K +5,605 New
CPC
430
Cookson Peirce & Co
Pennsylvania
$289K +$269K +5,582 New
Carson Wealth (CWM LLC)
431
Carson Wealth (CWM LLC)
Nebraska
$286K +$265K +5,518 New
BCA
432
Biltmore Capital Advisors
New Jersey
$285K +$265K +5,499 New
FPCM
433
Financial Partners Capital Management
New York
$284K -$818 -17 -0.3%
H
434
HoyleCohen
California
$283K +$10.9K +227 +4%
SWM
435
Spire Wealth Management
Virginia
$283K +$82.7K +1,718 +46%
SCA
436
Sage Capital Advisors
South Dakota
$283K +$288K +5,985 New
CWM
437
Chesapeake Wealth Management
Virginia
$281K -$21.3K -443 -8%
LIM
438
Leavell Investment Management
Alabama
$281K +$261K +5,431 New
LSPW
439
Lake Street Private Wealth
Illinois
$280K +$260K +5,410 New
MAS
440
Madden Advisory Services
Florida
$278K
FLPIM
441
F.L. Putnam Investment Management
Massachusetts
$275K +$3.85K +80 +2%
WPWM
442
Western Pacific Wealth Management
Illinois
$274K +$255K +5,292 New
NCM
443
Novare Capital Management
North Carolina
$271K +$251K +5,226 New
CCMW
444
Cypress Capital Management (Wyoming)
Wyoming
$269K -$1.4K -29 -0.6%
PWW
445
Pettyjohn Wood & White
Virginia
$266K
RC
446
Rovin Capital
Arizona
$262K +$11.1K +230 +5%
SWM
447
SeaCrest Wealth Management
New York
$262K +$19.2K +400 +9%
CAPTRUST Financial Advisors
448
CAPTRUST Financial Advisors
North Carolina
$262K +$127K +2,646 +110%
KFGK
449
Keystone Financial Group (Kentucky)
Kentucky
$260K +$242K +5,024 New
WP
450
WMS Partners
Maryland
$259K

XLRE Hedge Fund Activity: Q4 2021 in Review

649 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2021, worth a combined $4.26B — up 61% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new XLRE positions and 45 closed out — a net gain of 116 holders — while 229 added to existing stakes and 149 trimmed.

The largest buyer was Bank of America, adding an estimated $417M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $78.1M.

  • 649 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2021, up from 543 in Q3 2021.
  • Funds reported $4.26B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2021, up 61% quarter-over-quarter.
  • 161 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2021 and 45 closed out, a net change of +116 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2021 was Bank of America, an estimated $417M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2021 was BNP Paribas Financial Markets, an estimated $78.1M sold.

Based on aggregated 13F filings for Q4 2021.