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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
MIM
501
MTM Investment Management
South Carolina
$48K +$2.23K +50 +5%
WPWM
502
Western Pacific Wealth Management
Illinois
$46K +$134 +3 +0.3%
CCM
503
Covington Capital Management
California
$46K +$32K +718 +172%
AAP
504
Arax Advisory Partners
Colorado
$46K +$50.2K +1,125 New
VVP
505
Venture Visionary Partners
Ohio
$39.6K +$43.2K +969 New
VWM
506
Valley Wealth Managers
New Jersey
$38K +$41.7K +936 New
BFG
507
Baron Financial Group
New Jersey
$33.7K -$4.19K -94 -10%
ACA
508
Aptus Capital Advisors
Alabama
$30K -$9.32K -209 -22%
EWM
509
Evermay Wealth Management
Virginia
$30K +$31.9K +715 +3,575%
BWL
510
Bogart Wealth LLC
Virginia
$29K -$16.6M -372,499 -100%
SIA
511
SkyView Investment Advisors
New Jersey
$29K -$13.4K -300 -30%
SWM
512
Selective Wealth Management
Virginia
$28K +$11.3K +253 +58%
NIC
513
Northwest Investment Counselors
Oregon
$26K
TFA
514
Toth Financial Advisory
Virginia
$26K +$28.7K +644 New
GWMIA
515
Global Wealth Management Investment Advisory
Florida
$25K
HIA
516
Harbor Investment Advisory
Maryland
$24K -$11.8K -265 -31%
GM
517
GeoWealth Management
Illinois
$24K -$892 -20 -3%
BG
518
Bollard Group
Massachusetts
$23K +$178 +4 +0.7%
CAC
519
Core Alternative Capital
Georgia
$22K
CPFP
520
Clear Perspectives Financial Planning
Ohio
$21K -$13.4K -300 -37%
GEA
521
Glen Eagle Advisors
New Jersey
$20.6K +$14.6K +327 +186%
MWM
522
Mascoma Wealth Management
New Hampshire
$19K +$401 +9 +2%
CHA
523
Carmichael Hill & Associates
Maryland
$19K +$11.6K +261 +129%
SL
524
Savior LLC
Massachusetts
$19K +$20.7K +465 New
SCA
525
Stonebridge Capital Advisors
Minnesota
$17K

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.