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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
NCM
426
Novare Capital Management
North Carolina
$242K +$264K +5,916 New
PWLP
427
Prio Wealth Limited Partnership
Massachusetts
$242K
CIA
428
Capital Investment Advisors
Georgia
$240K -$22.7K -508 -8%
OC
429
Oarsman Capital
Wisconsin
$240K +$262K +5,877 New
Brown Advisory
430
Brown Advisory
Maryland
$233K -$149K -3,330 -37%
Carson Wealth (CWM LLC)
431
Carson Wealth (CWM LLC)
Nebraska
$233K +$14.2K +319 +6%
CIM
432
Contravisory Investment Management
Massachusetts
$229K -$106K -2,388 -30%
KL
433
KWMG LLC
Kansas
$229K +$250K +5,612 New
AG
434
Ascent Group
Virginia
$227K +$228K +5,118 New
DWM
435
Denver Wealth Management
Colorado
$226K +$247K +5,538 New
VCP
436
Verus Capital Partners
Arizona
$225K -$2.54K -57 -1%
MCM
437
MAI Capital Management
Ohio
$224K +$178 +4 +0.1%
MAP
438
Milestone Advisory Partners
North Carolina
$223K -$3.32M -74,519 -93%
AIP
439
Almanack Investment Partners
Pennsylvania
$221K -$284K -6,359 -54%
MAS
440
Madden Advisory Services
Florida
$219K
OCPWS
441
One Charles Private Wealth Services
Massachusetts
$219K +$240K +5,383 New
PWW
442
Pettyjohn Wood & White
Virginia
$216K
Lido Advisors
443
Lido Advisors
California
$212K -$20.3M -454,707 -99%
HVIA
444
Hudson Valley Investment Advisors
New York
$211K +$230K +5,153 New
AMC
445
Asset Management Corp
Illinois
$210K +$229K +5,142 New
FIBT
446
First International Bank & Trust
North Dakota
$208K
LNC
447
Lincoln National Corp
Pennsylvania
$207K -$14K -314 -6%
FGG
448
Financial Guidance Group
Florida
$206K
SWM
449
SeaCrest Wealth Management
New York
$206K
BWM
450
Birchcreek Wealth Management
Ohio
$205K -$29K -651 -11%

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.