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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
ARC
601
Advisor Resource Council
Texas
-$2.07M -55,312 Closed
AWM
602
Aprio Wealth Management
Georgia
-$1.76M -47,187 Closed
Citadel Advisors
603
Citadel Advisors
Florida
-$1.7M -46,072 Closed
Wealth Enhancement Advisory Services
604
Wealth Enhancement Advisory Services
Minnesota
-$1M -26,793 Closed
CC
605
Cypress Capital
Tennessee
-$959K -25,652 Closed
DS
606
DRW Securities
Illinois
-$937K -25,068 Closed
Wolverine Trading
607
Wolverine Trading
Illinois
-$840K -22,783 Closed
GCP
608
GSA Capital Partners
United Kingdom
-$713K -19,083 Closed
RA
609
Rodgers & Associates
Pennsylvania
-$706K -18,883 Closed
ATI
610
Act Two Investors
California
-$674K -18,029 Closed
MFG
611
Merit Financial Group
Georgia
-$525K -14,036 Closed
SAM
612
Sequent Asset Management
Texas
-$520K -13,919 Closed
FFWA
613
FRG Family Wealth Advisors
Washington
-$492K -13,150 Closed
DC
614
Davenport & Co
Virginia
-$450K -12,033 Closed
QT
615
Quantbot Technologies
New York
-$439K -11,745 Closed
DWM
616
Darwin Wealth Management
Florida
-$420K -11,212 Closed
FLPIM
617
F.L. Putnam Investment Management
Massachusetts
-$415K -11,111 Closed
FFA
618
First Foundation Advisors
California
-$360K -9,620 Closed
JWCA
619
J.W. Cole Advisors
Florida
-$358K -9,584 Closed
BAM
620
Belpointe Asset Management
Nevada
-$301K -8,060 Closed
PFGIA
621
Patriot Financial Group Insurance Agency
Massachusetts
-$294K -7,872 Closed
Bank Julius Baer & Co
622
Bank Julius Baer & Co
Switzerland
-$269K -7,200 Closed
PWM
623
Perigon Wealth Management
California
-$251K -6,722 Closed
VFA
624
Valeo Financial Advisors
Indiana
-$217K -5,800 Closed
CG
625
Cutler Group
California
-$207K -5,600 Closed

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.