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State Street Real Estate Select Sector SPDR ETF

638 hedge funds and large institutions have $3.9B invested in State Street Real Estate Select Sector SPDR ETF in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 274 increasing their positions, 169 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 169

37% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $14.3M

4% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 78

0.04% more ownership

Funds ownership: 70%70.04% (+0.04%)

2% less funds holding

Funds holding: 649638 (-11)

8% less capital invested

Capital invested by funds: $4.26B → $3.9B (-$353M)

30% less funds holding in top 10

Funds holding in top 10: 2719 (-8)

Holders
638
Holders Change
-11
Holders Change %
-1.69%
% of All Funds
10.06%
Holding in Top 10
19
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-29.63%
% of All Funds
0.3%
New
81
Increased
274
Reduced
169
Closed
78
Calls
$19.7M
Puts
$14.3M
Net Calls
+$5.33M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SLWA
526
San Luis Wealth Advisors
California
$32K +$29.1K +620 New
GWMIA
527
Global Wealth Management Investment Advisory
Florida
$30K
NIC
528
Northwest Investment Counselors
Oregon
$30K +$28.1K +600 +2,069%
GM
529
GeoWealth Management
Illinois
$28K -$504K -10,753 -95%
BG
530
Bollard Group
Massachusetts
$27K +$141 +3 +0.5%
CAC
531
Core Alternative Capital
Georgia
$26K -$644K -13,738 -96%
LWA
532
Lenox Wealth Advisors
New York
$25K
FA
533
Faithward Advisors
Pennsylvania
$24K
NFSG
534
Newbridge Financial Services Group
Florida
$23K -$38.2K -814 -63%
ACA
535
Atlas Capital Advisors
Wyoming
$22.1K
1IA
536
1834 Investment Advisors
Wisconsin
$22K
MWM
537
Mascoma Wealth Management
New Hampshire
$22K
AAMA
538
Advanced Asset Management Advisors
Ohio
$21K
SWM
539
Selective Wealth Management
Virginia
$21K +$20.4K +436 New
EWA
540
EverSource Wealth Advisors
Alabama
$20K -$5.58K -119 -22%
CCM
541
Covington Capital Management
California
$20K
SCA
542
Stonebridge Capital Advisors
Minnesota
$20K
GWANC
543
Guardian Wealth Advisors (North Carolina)
North Carolina
$20K +$9.8K +209 +97%
FP
544
Financial Perspectives
Minnesota
$19.7K +$47 +1 +0.2%
JFA
545
JNBA Financial Advisors
Minnesota
$18K
PFGIA
546
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$187 -4 -1%
SFCL
547
Strengthening Families & Communities LLC
Massachusetts
$17K +$94 +2 +0.6%
First Manhattan
548
First Manhattan
New York
$17K +$1.88K +40 +13%
BC
549
Bartlett & Co
Ohio
$17K +$16.2K +345 New
BCWM
550
Bartlett & Co Wealth Management
Ohio
$16.7K +$16.2K +345 New

XLRE Hedge Fund Activity: Q1 2022 in Review

638 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2022, worth a combined $3.9B — down 8.3% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new XLRE positions and 78 closed out — a net gain of 3 holders — while 274 added to existing stakes and 169 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $92.7M. The largest seller was JP Morgan Chase, cutting an estimated $98.9M.

  • 638 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2022, down from 649 in Q4 2021.
  • Funds reported $3.9B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2022, down 8.3% quarter-over-quarter.
  • 81 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2022 and 78 closed out, a net change of +3 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2022 was BNP Paribas Financial Markets, an estimated $92.7M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2022 was JP Morgan Chase, an estimated $98.9M sold.

Based on aggregated 13F filings for Q1 2022.