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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
BAM
526
Bellevue Asset Management
Washington
$5.24K
CIA
527
Cape Investment Advisory
Georgia
$5.2K
PIAS
528
PCA Investment Advisory Services
Ohio
$5.2K +$5.09K +138 New
CWC
529
Carolinas Wealth Consulting
North Carolina
$5.05K
PFBT
530
Parkside Financial Bank & Trust
Missouri
$5.04K -$2.99K -81 -38%
AF
531
Arrow Financial
New York
$5.01K
RMC
532
Resources Management Corp
Connecticut
$5K -$1.44K -39 -22%
JEST
533
JTC Employer Solutions Trustee
Jersey
$5K
FWM
534
Focused Wealth Management
New York
$4.97K +$37 +1 +0.8%
EW
535
Element Wealth
Mississippi
$4.71K
GFL
536
Granite FO LLC
New Hampshire
$4.71K
WIM
537
Westside Investment Management
California
$4.18K
Bessemer Group
538
Bessemer Group
New Jersey
$4K -$9.41K -255 -70%
TSW
539
Thompson Siegel & Walmsley
Virginia
$4K
AIP
540
Ameritas Investment Partners
Nebraska
$3.81K +$3.73K +101 New
FBC
541
Fairfield, Bush & Co
Connecticut
$3.77K +$3.69K +100 New
MG
542
Mather Group
Illinois
$3.77K +$3.69K +100 New
WTA
543
Washington Trust Advisors
Massachusetts
$3.73K
MWM
544
Mascoma Wealth Management
New Hampshire
$3.59K -$13.4K -364 -79%
HS
545
Horan Securities
United States
$3.56K -$1.18K -32 -25%
AIA
546
Armor Investment Advisors
North Carolina
$3.47K
KTC
547
Kistler-Tiffany Companies
Pennsylvania
$3.43K -$2.36K -64 -41%
LFA
548
LGT Financial Advisors
Texas
$3.16K +$3.1K +84 New
PPC
549
Park Place Capital
Alabama
$3.13K
QC
550
Quent Capital
New York
$3.11K -$8.15K -221 -73%

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.