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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
JFA
551
JNBA Financial Advisors
Minnesota
$19K
PFGIA
552
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$9.57K -199 -36%
CFCI
553
Comprehensive Financial Consultants Institutional
Indiana
$18K +$19K +395 New
Franklin Resources
554
Franklin Resources
California
$17K +$1.54K +32 +11%
First Manhattan
555
First Manhattan
New York
$16K
EW
556
Evoke Wealth
California
$15K
HWA
557
HHM Wealth Advisors
Tennessee
$15K
SIAP
558
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K
JGIA
559
Jackson Grant Investment Advisers
Connecticut
$15K +$144 +3 +1%
AWM
560
Activest Wealth Management
Florida
$14K
CFN
561
Cordasco Financial Network
Florida
$14K
TFP
562
Tilia Fiduciary Partners
North Carolina
$14K +$13.2K +274 New
PVH
563
Psagot Value Holdings
Israel
$13K -$33.7K -700 -74%
TIM
564
Tortoise Investment Management
New York
$13K
SBL
565
Sargent Bickham Lagudis
Colorado
$12K +$96 +2 +0.9%
CFO
566
CVA Family Office
Colorado
$12K +$10.7K +223 New
AIC
567
Archer Investment Corporation
Indiana
$11.2K
FNBOSM
568
First National Bank of South Miami
Florida
$11K +$10.3K +215 New
GWANC
569
Guardian Wealth Advisors (North Carolina)
North Carolina
$11K +$10.3K +215 New
CFRPA
570
Castle Financial & Retirement Planning Associates
New Jersey
$11K +$11.5K +240 New
BAM
571
Byrne Asset Management
New Jersey
$10K +$9.29K +193 New
GEA
572
Glen Eagle Advisors
New Jersey
$9.12K +$6.69K +139 +376%
WB
573
Webster Bank
Connecticut
$9K
OFG
574
Oxford Financial Group
Indiana
$9K +$8.47K +176 New
DSC
575
Duncker Streett & Co
Missouri
$8K

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.