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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
CI
76
CX Institutional
Indiana
$5.91M +$150K +4,056 +3%
RA
77
RFG Advisory
Alabama
$5.89M +$40.4K +1,095 +0.7%
PAG
78
Private Advisor Group
New Jersey
$5.82M -$2.27M -61,425 -28%
FIB
79
First Interstate Bank
Montana
$5.46M -$198K -5,365 -4%
KIA
80
KCM Investment Advisors
California
$5.46M +$339K +9,180 +7%
BPA
81
Beacon Pointe Advisors
California
$5.43M -$332K -8,990 -6%
TSS
82
Two Sigma Securities
New York
$5.29M +$5.18M +140,399 New
Truist Financial
83
Truist Financial
North Carolina
$5.21M +$2.52M +68,393 +98%
SCA
84
Stonebridge Capital Advisors
Minnesota
$5.04M +$4.88M +132,261 +9,937%
Stifel Financial
85
Stifel Financial
Missouri
$5.03M -$1.95M -52,889 -28%
FFL
86
Financial Freedom LLC
Ohio
$4.96M +$616K +16,705 +15%
PA
87
PSI Advisors
Florida
$4.95M -$9.92K -269 -0.2%
CAN
88
Cetera Advisor Networks
California
$4.6M +$721K +19,547 +19%
M&T Bank
89
M&T Bank
New York
$4.57M -$9.11K -247 -0.2%
CIP
90
Capital Insight Partners
Arizona
$4.43M -$188K -5,087 -4%
AAS
91
Asset Allocation Strategies
Michigan
$4.26M +$3.25M +88,085 +354%
CCB
92
Country Club Bank
Missouri
$4.21M -$102K -2,773 -2%
IG
93
ING Group
Netherlands
$4.18M -$2.21M -60,000 -35%
SW
94
StrongBox Wealth
Missouri
$4.11M -$679K -18,396 -14%
MYLI
95
Meiji Yasuda Life Insurance
Japan
$4.03M +$330K +8,939 +9%
GM
96
GeoWealth Management
Illinois
$4M +$3.91M +105,994 +963,582%
MA
97
Mutual Advisors
Nebraska
$3.97M -$1.84M -49,765 -32%
EC
98
Estate Counselors
Wisconsin
$3.92M +$116K +3,155 +3%
AI
99
Atria Investments
North Carolina
$3.84M -$2.4M -65,117 -39%
RCP
100
Rothschild Capital Partners
New York
$3.81M

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.