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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
CPFP
526
Clear Perspectives Financial Planning
Ohio
$42K
Deutsche Bank
527
Deutsche Bank
Germany
$42K
BFC
528
Bedel Financial Consulting
Indiana
$38K
CIAS
529
Capital Investment Advisory Services
North Carolina
$34K +$31.8K +662 New
RMC
530
Resources Management Corp
Connecticut
$33K
CFA
531
Carroll Financial Associates
North Carolina
$32K -$1.67M -34,793 -98%
GWMIA
532
Global Wealth Management Investment Advisory
Florida
$32K
TA
533
Tectonic Advisors
Texas
$30K -$13.2K -275 -32%
SSB
534
Sandy Spring Bank
Maryland
$29K -$36.3K -755 -58%
BG
535
Bollard Group
Massachusetts
$29K +$144 +3 +0.5%
RPCONE
536
Retirement Planning Company of New England
Rhode Island
$29K +$27K +561 New
EWA
537
EverSource Wealth Advisors
Alabama
$28K +$25.5K +531 New
FA
538
Faithward Advisors
Pennsylvania
$26K
LWA
539
Lenox Wealth Advisors
New York
$26K
MWM
540
Mascoma Wealth Management
New Hampshire
$24K
TRCT
541
Tower Research Capital (TRC)
New York
$24K +$21.4K +445 +1,780%
ACA
542
Atlas Capital Advisors
Wyoming
$23.7K -$1.4K -29 -6%
AAMA
543
Advanced Asset Management Advisors
Ohio
$23K -$770 -16 -4%
1IA
544
1834 Investment Advisors
Wisconsin
$23K
CCM
545
Covington Capital Management
California
$22K -$72.2K -1,500 -78%
OSAM
546
O'Shaughnessy Asset Management
Connecticut
$22K
SCA
547
Stonebridge Capital Advisors
Minnesota
$22K
FP
548
Financial Perspectives
Minnesota
$21.1K +$96 +2 +0.5%
CAL
549
Capital Analysts LLC
Pennsylvania
$21K +$19.2K +400 New
RP
550
Rice Partnership
Hawaii
$20K +$18.7K +388 New

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.