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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$27.3M +$775K +16,119 +3%
Barclays
27
Barclays
United Kingdom
$27.3M +$23.2M +481,285 +1,073%
Millennium Management
28
Millennium Management
New York
$26.9M +$13.4M +278,928 +116%
MML Investors Services
29
MML Investors Services
Massachusetts
$26.1M +$6.28M +130,508 +35%
MD
30
Money Design
Japan
$24.7M -$22.3K -464 -0.1%
RJA
31
Raymond James & Associates
Florida
$23.9M +$2.45M +50,831 +12%
DJFS
32
Dean Jacobson Financial Services
Texas
$22.7M +$21.1M +437,835 New
AWM
33
AE Wealth Management
Kansas
$22.3M -$1.97M -40,963 -9%
Lido Advisors
34
Lido Advisors
California
$21.2M +$531K +11,031 +3%
AA
35
ALPS Advisors
Colorado
$20.3M -$174K -3,608 -0.9%
KeyBank National Association
36
KeyBank National Association
Ohio
$20M +$4.71M +97,876 +34%
AssetMark Inc
37
AssetMark Inc
California
$19.6M -$4.38M -91,101 -19%
PAG
38
Private Advisor Group
New Jersey
$19.5M +$6M +124,701 +50%
SCA
39
Stuart Chaussee & Associates
California
$19.4M +$18M +373,493 New
BWL
40
Bogart Wealth LLC
Virginia
$18.9M +$17.5M +363,713 +105,119%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$18.3M +$273K +5,667 +2%
JCM
42
Janney Capital Management
Pennsylvania
$17.9M -$507K -10,529 -3%
ARC
43
Advisor Resource Council
Texas
$16.6M +$12.2M +253,966 +378%
TAS
44
TIFF Advisory Services
Pennsylvania
$16.6M -$3.85M -79,948 -20%
AFG
45
Albion Financial Group
Utah
$16.2M -$37.3K -775 -0.2%
AAS
46
Avantax Advisory Services
Texas
$15.8M +$1.23M +25,556 +9%
CWM
47
Congress Wealth Management
Massachusetts
$15.7M +$14.6M +302,640 New
Citadel Advisors
48
Citadel Advisors
Florida
$15.4M -$2.46M -51,094 -15%
CAN
49
Cetera Advisor Networks
California
$15M -$6.3M -130,893 -31%
OLVIG
50
Oliver Lagore Vanvalin Investment Group
Michigan
$14.6M +$13.5M +281,180 New

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.