We are live on ! Find out more
XLRE icon

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
IFG
451
Independent Financial Group
California
$205K +$224K +5,012 New
HCP
452
Hexagon Capital Partners
Arkansas
$203K +$2.77K +62 +1%
FPAS
453
Focus Partners Advisor Solutions
Missouri
$203K +$222K +4,976 New
MTIM
454
Marathon Trading Investment Management
Pennsylvania
$201K +$219K +4,912 New
SC
455
Solstein Capital
California
$200K -$631K -14,159 -74%
KFGK
456
Keystone Financial Group (Kentucky)
Kentucky
$200K -$6.47K -145 -3%
UB
457
UMB Bank
Missouri
$198K -$12.3K -276 -5%
IWP
458
IAG Wealth Partners
Wisconsin
$197K -$56.1K -1,257 -21%
RCG
459
Rock Creek Group
District of Columbia
$186K +$18K +404 +10%
MA
460
MUFG Americas
New York
$180K -$3.7K -83 -2%
William Blair & Company
461
William Blair & Company
Illinois
$174K +$11.7K +262 +7%
GTAM
462
Global Trust Asset Management
Florida
$173K +$29.2K +654 +18%
AA
463
Ancora Advisors
Ohio
$165K
EIP
464
Ellis Investment Partners
Pennsylvania
$165K +$9.45K +212 +6%
CT
465
Caldwell Trust
Florida
$164K +$53K +1,189 +42%
ARMT
466
Amica Retiree Medical Trust
Rhode Island
$154K -$123K -2,768 -42%
CFB
467
Cullen/Frost Bankers
Texas
$153K +$39.1K +877 +31%
ACA
468
Atlas Capital Advisors
Wyoming
$147K +$140K +3,132 +685%
AWM
469
Accel Wealth Management
Iowa
$136K +$39.2K +878 +36%
GT
470
Glenmede Trust
Pennsylvania
$122K
FRA
471
Front Row Advisors
California
$121K
AW
472
ACG Wealth
Georgia
$121K +$132K +2,959 New
PK
473
Pflug Koory
Nebraska
$118K +$4.28K +96 +3%
CWM
474
Castle Wealth Management
Florida
$117K +$128K +2,865 New
PFSC
475
Peoples Financial Services Corp
Pennsylvania
$115K +$44.6K +1,000 +55%

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.