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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
CIAS
476
Capital Investment Advisory Services
North Carolina
$111K +$38K +852 +46%
AF
477
Advisornet Financial
Minnesota
$108K -$1.65K -37 -1%
CA
478
Clearstead Advisors
Ohio
$107K -$13.3K -299 -10%
CCM
479
Chilton Capital Management
Texas
$107K +$117K +2,627 New
BAM
480
Baldrige Asset Management
Pennsylvania
$106K
BCV
481
Banque Cantonale Vaudoise
Switzerland
$105K +$18.8K +421 +19%
EWA
482
EP Wealth Advisors
California
$103K -$157K -3,513 -58%
JPLA
483
Joseph P. Lucia & Associates
New York
$100K +$6.47K +145 +6%
SWM
484
Spire Wealth Management
Virginia
$99K -$76.5K -1,716 -41%
Northwestern Mutual Wealth Management
485
Northwestern Mutual Wealth Management
Wisconsin
$96K +$39.1K +877 +59%
EWM
486
Endurance Wealth Management
Rhode Island
$92K
Deutsche Bank
487
Deutsche Bank
Germany
$88K
SWA
488
SOA Wealth Advisors
New York
$84K +$580 +13 +0.6%
Bessemer Group
489
Bessemer Group
New Jersey
$83K +$26.8K +600 +42%
CIBC Private Wealth Group
490
CIBC Private Wealth Group
Georgia
$78K
TFGT
491
TS Financial Group (TSFG)
Illinois
$77K +$32.7K +734 +63%
AA
492
Addison Advisors
Vermont
$74K -$6.15K -138 -7%
VCM
493
Viewpoint Capital Management
Washington
$73K
TSWM
494
Tyler-Stone Wealth Management
Ohio
$67K +$13.8K +309 +23%
TC
495
Truvestments Capital
Florida
$61K +$66.7K +1,495 New
WTC
496
WhitTier Trust Company
Nevada
$58K -$3.26K -73 -5%
FDCDDQ
497
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.6K
TWM
498
Tradition Wealth Management
Minnesota
$53K
HGWM
499
Harvest Group Wealth Management
Massachusetts
$51K -$7.66M -171,845 -99%
SJIM
500
St. Johns Investment Management
Florida
$51K -$7.4K -166 -12%

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.