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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
WAS
551
Winch Advisory Services
Wisconsin
$3K +$37 +1 +1%
HBW
552
Hazlett, Burt & Watson
West Virginia
$3K +$2.95K +80 New
FCAG
553
First Capital Advisors Group
New Jersey
$3K -$165K -4,461 -98%
PP
554
PFS Partners
New Jersey
$2.85K +$2.8K +76 New
TFA
555
Toth Financial Advisory
Virginia
$2.83K +$2.77K +75 New
PB
556
Pinnacle Bancorp
Nebraska
$2.52K
DJSG
557
D.J. St. Germain
Massachusetts
$2.49K +$2.44K +66 New
Franklin Resources
558
Franklin Resources
California
$2.34K
IPW
559
Impact Partnership Wealth
Georgia
$2.34K +$2.29K +62 New
MAWCM
560
Mine & Arao Wealth Creation & Management
California
$2.26K
AC
561
AlphaCore Capital
California
$2.04K +$184 +5 +10%
SHIM
562
Stone House Investment Management
Pennsylvania
$2.04K +$1.99K +54 New
BTI
563
Blue Trust Inc
Georgia
$2K -$6.42K -174 -76%
SWA
564
Sutton Wealth Advisors
Florida
$1.89K +$1.84K +50 New
HWM
565
Horizons Wealth Management
North Carolina
$1.77K +$1.73K +47 New
MFT
566
Moisand Fitzgerald Tamayo
Florida
$1.55K
NRG
567
Nemes Rush Group
Michigan
$1.55K +$1.51K +41 New
PSB
568
Piscataqua Savings Bank
New Hampshire
$1.54K
MHR
569
Matthew Hamilton Rosenberg
$1.36K
GWANC
570
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.21K +$74 +2 +7%
PP
571
Pacifica Partners
Canada
$1.03K
AW
572
Avion Wealth
Texas
$1K
CMP
573
Coston McIsaac & Partners
Maine
$1K
HFS
574
Hantz Financial Services
Michigan
$1K
HCM
575
Highlander Capital Management
New Jersey
$1K

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.