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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
HGWM
76
Harvest Group Wealth Management
Massachusetts
$8.75M +$8.13M +168,903 New
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$8.67M +$1.79M +37,197 +29%
ONB
78
Old National Bancorp
Indiana
$8.66M -$64.3K -1,336 -0.8%
HH
79
Hilltop Holdings
Texas
$8.55M +$1.96M +40,758 +33%
EH
80
Equitable Holdings
New York
$7.9M +$2.62M +54,560 +56%
CIP
81
Capital Insight Partners
Arizona
$7.87M +$1.26M +26,288 +21%
CF
82
Clarity Financial
Texas
$7.71M -$10.9K -227 -0.2%
WAOTB
83
Wealth Advisors of Tampa Bay
Florida
$7.48M +$3.57M +74,260 +106%
FIB
84
First Interstate Bank
Montana
$7.25M -$13.6K -283 -0.2%
AAS
85
Ameritas Advisory Services
Nebraska
$7.23M +$6.71M +139,479 New
AI
86
Atria Investments
North Carolina
$7.12M -$4.19M -87,039 -39%
PA
87
PSI Advisors
Florida
$7.08M +$133K +2,770 +2%
DSN
88
D. Scott Neal
Kentucky
$7.08M +$6.57M +136,585 New
FCM
89
Fourpath Capital Management
Oklahoma
$6.85M +$6.36M +132,271 New
BCM
90
Beaumont Capital Management
Massachusetts
$6.8M -$2.13M -44,225 -25%
SW
91
StrongBox Wealth
Missouri
$6.63M +$373K +7,748 +6%
MIH
92
Meitav Investment House
Israel
$6.41M +$1.98M +41,250 +50%
Prudential Financial
93
Prudential Financial
New Jersey
$6.37M +$5.63M +116,997 +1,796%
IWM
94
IHT Wealth Management
Illinois
$6.16M -$10.2M -212,581 -64%
SW
95
SkyOak Wealth
Michigan
$6.16M +$20.3K +421 +0.4%
FWA
96
FSC Wealth Advisors
New York
$6.06M +$5.63M +116,947 New
Baird Financial Group
97
Baird Financial Group
Wisconsin
$5.86M +$399K +8,290 +8%
QIM
98
Quest Investment Management
Oregon
$5.79M -$75.3K -1,565 -1%
MWM
99
Mattern Wealth Management
Kansas
$5.52M +$5.13M +106,549 New
M&T Bank
100
M&T Bank
New York
$5.37M +$126K +2,613 +3%

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.