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State Street Real Estate Select Sector SPDR ETF

543 hedge funds and large institutions have $2.64B invested in State Street Real Estate Select Sector SPDR ETF in 2021 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 231 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 36

86% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 124

34% more capital invested

Capital invested by funds: $1.96B → $2.64B (+$671M)

7% more funds holding

Funds holding: 507543 (+36)

3.07% more ownership

Funds ownership: 58.61%61.67% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

75% less call options, than puts

Call options by funds: $8.73M | Put options by funds: $34.3M

Holders
543
Holders Change
+36
Holders Change %
+7.1%
% of All Funds
9.51%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
82
Increased
231
Reduced
124
Closed
36
Calls
$8.73M
Puts
$34.3M
Net Calls
-$25.6M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
451
Eaton Vance Management
Massachusetts
$28K
IF
452
Ironwood Financial
Arizona
$28K
HIA
453
Harbor Investment Advisory
Maryland
$26K
PFGIA
454
Patriot Financial Group Insurance Agency
Massachusetts
$25K -$93 -2 -0.4%
BG
455
Bollard Group
Massachusetts
$25K +$139 +3 +0.5%
RBC
456
Roble Belko & Company
Pennsylvania
$24K
FA
457
Faithward Advisors
Pennsylvania
$22K
LJHT
458
Laurie J. Hall Trustee
$22K
LWA
459
Lenox Wealth Advisors
New York
$22K
ACA
460
Atlas Capital Advisors
Wyoming
$21.6K +$5.48K +118 +32%
1IA
461
1834 Investment Advisors
Wisconsin
$20K
AAMA
462
Advanced Asset Management Advisors
Ohio
$20K
MWM
463
Mascoma Wealth Management
New Hampshire
$20K +$21.4K +460 New
SCA
464
Stonebridge Capital Advisors
Minnesota
$19K -$19.4K -417 -50%
FP
465
Financial Perspectives
Minnesota
$18K +$18.9K +406 New
OSAM
466
O'Shaughnessy Asset Management
Connecticut
$18K
JFA
467
JNBA Financial Advisors
Minnesota
$17K +$17.5K +376 New
BWL
468
Bogart Wealth LLC
Virginia
$15K +$3.21K +69 +25%
First Manhattan
469
First Manhattan
New York
$14K +$4.18K +90 +39%
Franklin Resources
470
Franklin Resources
California
$13K
HWA
471
HHM Wealth Advisors
Tennessee
$13K
SIAP
472
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K
JGIA
473
Jackson Grant Investment Advisers
Connecticut
$13K +$93 +2 +0.7%
AC
474
AlphaCore Capital
California
$13K +$13.2K +285 New
AWM
475
Activest Wealth Management
Florida
$12K

XLRE Hedge Fund Activity: Q3 2021 in Review

543 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2021, worth a combined $2.64B — up 34% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new XLRE positions and 36 closed out — a net gain of 46 holders — while 231 added to existing stakes and 124 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $136M. The largest seller was Goldman Sachs, cutting an estimated $43.8M.

  • 543 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2021, up from 507 in Q2 2021.
  • Funds reported $2.64B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2021, up 34% quarter-over-quarter.
  • 82 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2021 and 36 closed out, a net change of +46 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2021 was Harel Insurance Investments & Financial Services, an estimated $136M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2021 was Goldman Sachs, an estimated $43.8M sold.

Based on aggregated 13F filings for Q3 2021.