We are live on ! Find out more
XLRE icon

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
VCM
501
Viewpoint Capital Management
Washington
$93K +$86.1K +1,790 New
MW
502
Milestone Wealth
New York
$92K +$85.2K +1,771 New
AIP
503
Ahrens Investment Partners
Louisiana
$92K +$85.6K +1,780 New
Koshinski Asset Management
504
Koshinski Asset Management
Illinois
$91K -$648K -13,462 -88%
ONST
505
Old North State Trust
North Carolina
$90K
National Bank of Canada
506
National Bank of Canada
Quebec, Canada
$86K +$79.8K +1,658 New
TC
507
Truvestments Capital
Florida
$77K +$481 +10 +0.7%
ACK
508
Andrew C. Karlinski
$75K +$69.8K +1,450 New
Bessemer Group
509
Bessemer Group
New Jersey
$74K
WTC
510
WhitTier Trust Company
Nevada
$74K
FDCDDQ
511
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68K
TWM
512
Tradition Wealth Management
Minnesota
$67K
NFSG
513
Newbridge Financial Services Group
Florida
$67K +$29.7K +617 +90%
SFM
514
Signet Financial Management
New Jersey
$67K +$62.3K +1,295 New
AA
515
Addison Advisors
Vermont
$63K +$58.8K +1,223 New
TFGT
516
TS Financial Group (TSFG)
Illinois
$62K +$48 +1 +0.1%
MIM
517
MTM Investment Management
South Carolina
$57K
PFSC
518
Peoples Financial Services Corp
Pennsylvania
$55K
SCA
519
Snowden Capital Advisors
New York
$53K +$49.7K +1,034 New
TSWM
520
Tyler-Stone Wealth Management
Ohio
$52K +$48.5K +1,008 New
Northwestern Mutual Wealth Management
521
Northwestern Mutual Wealth Management
Wisconsin
$51K -$14.8K -307 -24%
FPWM
522
FSB Premier Wealth Management
Iowa
$48K +$45.1K +938 New
ACM
523
Antonetti Capital Management
Florida
$47K
BFG
524
Baron Financial Group
New Jersey
$45.4K -$3.08K -64 -7%
HIA
525
Harbor Investment Advisory
Maryland
$45K +$12.7K +265 +45%

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.