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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
SW
76
SkyOak Wealth
Michigan
$5.26M +$5.5M +118,394 New
TF
77
Trek Financial
Arizona
$5.08M +$1.85M +39,716 +53%
QIM
78
Quest Investment Management
Oregon
$5.04M -$3.35M -72,199 -39%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
79
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.02M -$4.21M -90,618 -45%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$5.01M -$27.7K -597 -0.5%
PWS
81
Precision Wealth Strategies
Missouri
$4.99M +$5.21M +112,204 New
Baird Financial Group
82
Baird Financial Group
Wisconsin
$4.66M -$95K -2,044 -2%
PCH
83
PGIM Custom Harvest
New Jersey
$4.56M +$595K +12,815 +15%
M&T Bank
84
M&T Bank
New York
$4.49M -$124K -2,660 -3%
OPS
85
Orion Portfolio Solutions
Nebraska
$4.44M -$151K -3,241 -3%
EDRH
86
Edmond de Rothschild Holding
Switzerland
$4.37M +$8.09K +174 +0.2%
EH
87
Equitable Holdings
New York
$4.35M +$1.86M +40,088 +69%
GB
88
Gunma Bank
Japan
$4.27M +$4.46M +96,000 New
IG
89
ING Group
Netherlands
$4.22M +$3.25M +70,000 +280%
CWG
90
Cornerstone Wealth Group
North Carolina
$4.13M +$4.32M +93,031 New
KW
91
KWB Wealth
California
$4.06M +$694K +14,932 +20%
MAP
92
Milestone Advisory Partners
North Carolina
$4.06M -$26K -560 -0.6%
APWA
93
Atlas Private Wealth Advisors
New Jersey
$4.05M -$292K -6,287 -6%
TCBWMS
94
Texas Capital Bank Wealth Management Services
Texas
$3.94M +$759K +16,324 +23%
CFD
95
Creative Financial Designs
Indiana
$3.86M +$327K +7,046 +9%
WIC
96
Woodmont Investment Counsel
Tennessee
$3.74M +$276K +5,950 +8%
IWC
97
Integrated Wealth Concepts
Massachusetts
$3.73M +$3M +64,599 +335%
NAM
98
NorthCoast Asset Management
Connecticut
$3.72M +$3.22M +69,276 +480%
MIH
99
Meitav Investment House
Israel
$3.67M +$529K +11,386 +16%
OWA
100
Octavia Wealth Advisors
Ohio
$3.65M +$1.28M +27,604 +50%

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.