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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
CSPIA
451
Cary Street Partners Investment Advisory
Virginia
$254K +$236K +4,903 New
WAP
452
Wealthcare Advisory Partners
Pennsylvania
$248K +$230K +4,780 New
IFWM
453
Institute for Wealth Management
Colorado
$247K -$2.84K -59 -1%
RWA
454
Redhawk Wealth Advisors
Minnesota
$247K
FA
455
FDx Advisors
Illinois
$247K +$230K +4,776 New
PWM
456
PBMares Wealth Management
Virginia
$246K
Brown Advisory
457
Brown Advisory
Maryland
$245K +$228K +4,731 New
AIP
458
Almanack Investment Partners
Pennsylvania
$242K -$179K -3,718 -44%
WP
459
WealthShield Partners
North Carolina
$242K -$4.96K -103 -2%
ATI
460
Act Two Investors
California
$242K +$224K +4,665 New
AWA
461
Arkadios Wealth Advisors
Georgia
$241K -$186K -3,873 -45%
Public Sector Pension Investment Board (PSP Investments)
462
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$241K -$140K -2,906 -38%
MCWS
463
McKinley Carter Wealth Services
West Virginia
$240K +$223K +4,639 New
LFAS
464
Level Four Advisory Services
Texas
$237K +$220K +4,578 New
SCM
465
Southport Capital Management
Tennessee
$232K +$216K +4,480 New
AWS
466
AJ Wealth Strategies
New York
$232K +$216K +4,483 New
RCG
467
Rock Creek Group
District of Columbia
$231K -$11.5K -239 -5%
AA
468
Ancora Advisors
Ohio
$227K +$29.8K +619 +16%
HCP
469
Hexagon Capital Partners
Arkansas
$227K +$31.3K +651 +17%
KCM
470
Karp Capital Management
California
$226K +$210K +4,356 New
PI
471
PineBridge Investments
New York
$221K
WI
472
Wintrust Investments
Illinois
$217K +$202K +4,197 New
PWM
473
Purus Wealth Management
California
$210K -$23.5K -489 -11%
CAM
474
Cresset Asset Management
Illinois
$209K +$195K +4,048 New
1832 Asset Management
475
1832 Asset Management
Ontario, Canada
$207K -$485K -10,077 -72%

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.