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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
TI
426
Tidal Investments
Wisconsin
$276K +$268K +5,718 New
H
427
HoyleCohen
California
$274K +$9.84K +210 +4%
BWM
428
Birchcreek Wealth Management
Ohio
$274K +$79.7K +1,701 +43%
FPCM
429
Financial Partners Capital Management
New York
$265K
MCM
430
MAI Capital Management
Ohio
$265K -$39.2K -836 -13%
LFAS
431
Level Four Advisory Services
Texas
$263K +$40.6K +866 +19%
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$260K -$6.23K -133 -2%
MFG
433
Merit Financial Group
Georgia
$260K +$253K +5,387 New
LNC
434
Lincoln National Corp
Pennsylvania
$260K +$253K +5,393 New
CFG
435
Citizens Financial Group
Rhode Island
$259K -$11.5K -245 -4%
MAS
436
Madden Advisory Services
Florida
$259K
VCP
437
Verus Capital Partners
Arizona
$256K +$264K +5,633 New
PWW
438
Pettyjohn Wood & White
Virginia
$255K +$7.03K +150 +3%
Wealth Enhancement Advisory Services
439
Wealth Enhancement Advisory Services
Minnesota
$254K +$243K +5,176 New
VAG
440
VisionPoint Advisory Group
Texas
$251K -$575K -12,276 -67%
BRWM
441
B. Riley Wealth Management
Tennessee
$250K -$63.7K -1,359 -21%
IP
442
Investment Partners
Ohio
$250K +$242K +5,169 New
UB
443
UMB Bank
Missouri
$248K -$27.8K -593 -10%
FIBT
444
First International Bank & Trust
North Dakota
$246K +$239K +5,101 New
SWM
445
SeaCrest Wealth Management
New York
$244K
KFGK
446
Keystone Financial Group (Kentucky)
Kentucky
$244K +$1.31K +28 +0.6%
FGG
447
Financial Guidance Group
Florida
$243K +$236K +5,034 New
RWA
448
Redhawk Wealth Advisors
Minnesota
$237K +$6.89K +147 +3%
HCP
449
Hexagon Capital Partners
Arkansas
$236K +$23.9K +509 +12%
WEG
450
World Equity Group
Illinois
$236K +$229K +4,876 New

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.