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State Street Real Estate Select Sector SPDR ETF

543 hedge funds and large institutions have $2.64B invested in State Street Real Estate Select Sector SPDR ETF in 2021 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 231 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 36

86% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 124

34% more capital invested

Capital invested by funds: $1.96B → $2.64B (+$671M)

7% more funds holding

Funds holding: 507543 (+36)

3.07% more ownership

Funds ownership: 58.61%61.67% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

75% less call options, than puts

Call options by funds: $8.73M | Put options by funds: $34.3M

Holders
543
Holders Change
+36
Holders Change %
+7.1%
% of All Funds
9.51%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
82
Increased
231
Reduced
124
Closed
36
Calls
$8.73M
Puts
$34.3M
Net Calls
-$25.6M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$9.38M +$4.77M +102,584 +95%
TAM
52
Trust Asset Management
Texas
$9.01M +$636K +13,680 +7%
AIL
53
AGF Investments LLC
Ontario, Canada
$8.63M +$523K +11,258 +6%
AII
54
AGF Investments Inc
Ontario, Canada
$8.63M +$523K +11,258 +6%
Mariner
55
Mariner
Kansas
$8.31M +$1.36M +29,204 +19%
PWM
56
Prentice Wealth Management
New York
$8.23M +$249K +5,363 +3%
GKWIM
57
Gerber Kawasaki Wealth & Investment Management
California
$8.2M +$8.56M +184,157 New
Northern Trust
58
Northern Trust
Illinois
$8.04M +$678K +14,597 +9%
HA
59
Hamel Associates
New Jersey
$7.82M -$145K -3,112 -2%
BCM
60
Beaumont Capital Management
Massachusetts
$7.8M +$1.26M +27,171 +18%
ONB
61
Old National Bancorp
Indiana
$7.49M +$1.63K +35 +0%
Kayne Anderson Rudnick Investment Management
62
Kayne Anderson Rudnick Investment Management
California
$7.25M +$592K +12,748 +8%
IUHSA
63
Itau Unibanco Holding S.A.
Brazil
$7.12M +$1.87M +40,280 +34%
CF
64
Clarity Financial
Texas
$6.62M +$2.06M +44,377 +42%
CCT
65
Chemung Canal Trust
New York
$6.61M +$84.9K +1,826 +1%
FIB
66
First Interstate Bank
Montana
$6.24M +$135K +2,900 +2%
SG Americas Securities
67
SG Americas Securities
New York
$6.04M +$3.86M +82,992 +157%
PA
68
PSI Advisors
Florida
$5.9M +$242K +5,216 +4%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$5.78M +$242K +5,214 +4%
CIP
70
Capital Insight Partners
Arizona
$5.58M +$1.78M +38,390 +44%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$5.54M +$2.37M +50,942 +69%
HH
72
Hilltop Holdings
Texas
$5.52M +$5.77M +124,253 New
SW
73
StrongBox Wealth
Missouri
$5.34M -$608K -13,093 -10%
GWM
74
Geneos Wealth Management
Colorado
$5.33M -$62.4K -1,343 -1%
BAM
75
Belpointe Asset Management
Nevada
$5.31M +$4.17M +89,833 +303%

XLRE Hedge Fund Activity: Q3 2021 in Review

543 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2021, worth a combined $2.64B — up 34% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new XLRE positions and 36 closed out — a net gain of 46 holders — while 231 added to existing stakes and 124 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $136M. The largest seller was Goldman Sachs, cutting an estimated $43.8M.

  • 543 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2021, up from 507 in Q2 2021.
  • Funds reported $2.64B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2021, up 34% quarter-over-quarter.
  • 82 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2021 and 36 closed out, a net change of +46 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2021 was Harel Insurance Investments & Financial Services, an estimated $136M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2021 was Goldman Sachs, an estimated $43.8M sold.

Based on aggregated 13F filings for Q3 2021.