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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
FFA
576
Founders Financial Alliance
North Carolina
$8K
JAWM
577
J. Arnold Wealth Management
Ohio
$8K
PFBT
578
Parkside Financial Bank & Trust
Missouri
$8K
FAG
579
Fortitude Advisory Group
Washington
$8K +$6.98K +145 New
COCM
580
Charter Oak Capital Management
New Hampshire
$8K +$7.22K +150 New
CWS
581
Confluence Wealth Services
Pennsylvania
$8K +$7.5K +156 New
GFPC
582
Global Financial Private Client
Florida
$7.51K +$6.98K +145 New
BW
583
Bison Wealth
Georgia
$7K -$4.14K -86 -37%
BWA
584
BDO Wealth Advisors
Florida
$7K
BAM
585
Bellevue Asset Management
Washington
$7K
WT
586
Whittier Trust
California
$7K
LC
587
Lindbrook Capital
California
$7K +$6.69K +139 New
FGAM
588
Financial Gravity Asset Management
Texas
$6.15K +$18.8K +390 +500%
CAAS
589
Capital Asset Advisory Services
Michigan
$6K -$140K -2,920 -96%
GAM
590
Gemmer Asset Management
California
$6K
HIM
591
HawsGoodwin Investment Management
Tennessee
$6K
PCA
592
Providence Capital Advisors
North Carolina
$6K
APC
593
Aspire Private Capital
North Carolina
$6K +$1.3K +27 +33%
BHWM
594
Beaird Harris Wealth Management
Texas
$6K +$5.82K +121 New
WB
595
West Bancorporation
Iowa
$6K +$5.87K +122 New
LAS
596
Lloyd Advisory Services
Georgia
$5K
TSW
597
Thompson Siegel & Walmsley
Virginia
$5K
WWMSC
598
Wagner Wealth Management (South Carolina)
South Carolina
$5K
WTA
599
Washington Trust Advisors
Massachusetts
$5K +$4.76K +99 New
C
600
Covestor
United Kingdom
$5K +$4.86K +101 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.