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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
CA
476
Clearstead Advisors
Ohio
$141K
CFB
477
Cullen/Frost Bankers
Texas
$139K
CT
478
Caldwell Trust
Florida
$137K
PK
479
Pflug Koory
Nebraska
$135K +$3.89K +83 +3%
CG
480
Cutler Group
California
$135K +$131K +2,799 New
AF
481
Advisornet Financial
Minnesota
$129K +$6.23K +133 +5%
BAM
482
Baldrige Asset Management
Pennsylvania
$126K -$38.7K -826 -24%
FCMA
483
Foresight Capital Management Advisors
Michigan
$125K +$122K +2,595 New
AWM
484
Accel Wealth Management
Iowa
$120K
JPLA
485
Joseph P. Lucia & Associates
New York
$111K +$108K +2,299 New
EWM
486
Endurance Wealth Management
Rhode Island
$109K
Koshinski Asset Management
487
Koshinski Asset Management
Illinois
$106K +$20.5K +438 +25%
BCV
488
Banque Cantonale Vaudoise
Switzerland
$105K
Deutsche Bank
489
Deutsche Bank
Germany
$104K +$63.5K +1,354 +166%
AIP
490
Ahrens Investment Partners
Louisiana
$103K +$16.4K +350 +20%
FCB
491
First Command Bank
Texas
$100K +$96.8K +2,065 New
FCFS
492
First Command Financial Services
Texas
$100K +$96.8K +2,065 New
SWA
493
SOA Wealth Advisors
New York
$99K +$422 +9 +0.4%
AA
494
Addison Advisors
Vermont
$94K +$33.6K +716 +59%
MW
495
Milestone Wealth
New York
$92K
CIBC Private Wealth Group
496
CIBC Private Wealth Group
Georgia
$92K +$89.5K +1,910 New
CIAS
497
Capital Investment Advisory Services
North Carolina
$90K +$56.4K +1,203 +182%
PFSC
498
Peoples Financial Services Corp
Pennsylvania
$87K +$35.4K +755 +72%
VCM
499
Viewpoint Capital Management
Washington
$86K
HA
500
Herold Advisors
New York
$75.6K +$73.4K +1,565 New

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.