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State Street Real Estate Select Sector SPDR ETF

638 hedge funds and large institutions have $3.9B invested in State Street Real Estate Select Sector SPDR ETF in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 274 increasing their positions, 169 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 169

37% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $14.3M

4% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 78

0.04% more ownership

Funds ownership: 70%70.04% (+0.04%)

2% less funds holding

Funds holding: 649638 (-11)

8% less capital invested

Capital invested by funds: $4.26B → $3.9B (-$353M)

30% less funds holding in top 10

Funds holding in top 10: 2719 (-8)

Holders
638
Holders Change
-11
Holders Change %
-1.69%
% of All Funds
10.06%
Holding in Top 10
19
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-29.63%
% of All Funds
0.3%
New
81
Increased
274
Reduced
169
Closed
78
Calls
$19.7M
Puts
$14.3M
Net Calls
+$5.33M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$25.6M -$9.29M -198,110 -27%
MML Investors Services
27
MML Investors Services
Massachusetts
$25.2M +$839K +17,896 +4%
Goldman Sachs
28
Goldman Sachs
New York
$25M -$4.68M -99,822 -16%
HWA
29
Hilltop Wealth Advisors
North Carolina
$23.8M +$23.1M +493,110 New
Lido Advisors
30
Lido Advisors
California
$22.2M +$2.39M +50,914 +12%
DJFS
31
Dean Jacobson Financial Services
Texas
$21.3M +$100K +2,133 +0.5%
GAG
32
GM Advisory Group
New York
$21.1M -$27.1M -577,220 -57%
RJA
33
Raymond James & Associates
Florida
$20M -$2.19M -46,777 -10%
KeyBank National Association
34
KeyBank National Association
Ohio
$18.8M +$140K +2,992 +0.8%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$18.7M +$1.61M +34,424 +10%
BWL
36
Bogart Wealth LLC
Virginia
$18M +$429K +9,149 +3%
JG
37
Jefferies Group
New York
$17.6M +$17.1M +364,380 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$17.4M +$9.06M +193,190 +115%
JCM
39
Janney Capital Management
Pennsylvania
$16.6M -$124K -2,636 -0.8%
AAS
40
Avantax Advisory Services
Texas
$16.5M +$1.7M +36,206 +12%
Mariner
41
Mariner
Kansas
$16M +$3.98M +84,866 +34%
AFG
42
Albion Financial Group
Utah
$15.5M +$418K +8,919 +3%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$15M -$11.3M -241,040 -44%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
44
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.4M +$9.72M +207,440 +231%
CTB
45
Country Trust Bank
Illinois
$14.3M +$3.51M +74,959 +34%
AWM
46
AE Wealth Management
Kansas
$14.1M -$6.49M -138,455 -32%
CWM
47
Congress Wealth Management
Massachusetts
$13.8M -$842K -17,959 -6%
AFA
48
American Financial Advisors
Georgia
$13M -$517K -11,022 -4%
AWE
49
Avidian Wealth Enterprises
Texas
$12.1M +$1.5M +32,095 +15%
Kayne Anderson Rudnick Investment Management
50
Kayne Anderson Rudnick Investment Management
California
$12.1M +$2.81M +59,884 +31%

XLRE Hedge Fund Activity: Q1 2022 in Review

638 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2022, worth a combined $3.9B — down 8.3% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new XLRE positions and 78 closed out — a net gain of 3 holders — while 274 added to existing stakes and 169 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $92.7M. The largest seller was JP Morgan Chase, cutting an estimated $98.9M.

  • 638 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2022, down from 649 in Q4 2021.
  • Funds reported $3.9B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2022, down 8.3% quarter-over-quarter.
  • 81 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2022 and 78 closed out, a net change of +3 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2022 was BNP Paribas Financial Markets, an estimated $92.7M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2022 was JP Morgan Chase, an estimated $98.9M sold.

Based on aggregated 13F filings for Q1 2022.