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State Street Real Estate Select Sector SPDR ETF

592 hedge funds and large institutions have $2.95B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 207 increasing their positions, 226 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 58

1% more funds holding

Funds holding: 586592 (+6)

0.43% less ownership

Funds ownership: 64.24%63.81% (-0.43%)

2% less capital invested

Capital invested by funds: $3B → $2.95B (-$50M)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 226

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

38% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $21.9M

Holders
592
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
9.3%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
72
Increased
207
Reduced
226
Closed
58
Calls
$13.7M
Puts
$21.9M
Net Calls
-$8.21M
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Change in
Stake
WWP
501
WR Wealth Planners
Missouri
$16.1K +$13.2K +357 +510%
CAC
502
Core Alternative Capital
Georgia
$16.1K +$15.7K +426 New
FP
503
Financial Perspectives
Minnesota
$15.7K +$74 +2 +0.5%
GWMIA
504
Global Wealth Management Investment Advisory
Florida
$15.1K +$14.8K +400 New
NFSG
505
Newbridge Financial Services Group
Florida
$14.5K
AAMA
506
Advanced Asset Management Advisors
Ohio
$14.2K
SFCL
507
Strengthening Families & Communities LLC
Massachusetts
$14K +$13.7K +371 New
CT
508
Cambridge Trust
Massachusetts
$13.2K -$18.4K -500 -59%
EWM
509
EPG Wealth Management
Georgia
$12.6K -$83.8K -2,271 -87%
RP
510
Rice Partnership
Hawaii
$10.5K
IRC
511
Investors Research Corp
Georgia
$10.3K
DWA
512
Dougherty Wealth Advisers
Minnesota
$9.65K
AIC
513
Archer Investment Corporation
Indiana
$8.18K
Northwestern Mutual Wealth Management
514
Northwestern Mutual Wealth Management
Wisconsin
$7.35K -$9.29K -252 -56%
S
515
SignatureFD
Georgia
$7.12K +$6.53K +177 +1,475%
BAM
516
Byrne Asset Management
New Jersey
$7K -$369 -10 -5%
FFA
517
Farther Finance Advisors
California
$6.9K +$6.75K +183 New
FCT
518
First Community Trust
Iowa
$6.71K
CHA
519
Carmichael Hill & Associates
Maryland
$6.63K -$2.51K -68 -28%
WB
520
Webster Bank
Connecticut
$6.41K
Russell Investments Group
521
Russell Investments Group
United Kingdom
$5.8K -$9.44K -256 -62%
FFA
522
Founders Financial Alliance
North Carolina
$5.8K
DSC
523
Duncker Streett & Co
Missouri
$5.65K
GFPC
524
Global Financial Private Client
Florida
$5.51K
BWA
525
BDO Wealth Advisors
Florida
$5.5K +$258 +7 +5%

XLRE Hedge Fund Activity: Q2 2023 in Review

592 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2023, worth a combined $2.95B — down 1.7% from $3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLRE positions and 58 closed out — a net gain of 14 holders — while 207 added to existing stakes and 226 trimmed.

The largest buyer was Creative Planning, adding an estimated $170M. The largest seller was Bank of America, cutting an estimated $213M.

  • 592 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2023, up from 586 in Q1 2023.
  • Funds reported $2.95B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 72 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2023 and 58 closed out, a net change of +14 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2023 was Creative Planning, an estimated $170M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2023 was Bank of America, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.