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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
MIFH
101
Migdal Insurance & Financial Holdings
Israel
$3.56M
AF
102
Allworth Financial
California
$3.55M +$3.71M +79,838 +145,160%
ACP
103
Aveo Capital Partners
Colorado
$3.54M +$184K +3,964 +5%
FMC
104
First Merchants Corp
Indiana
$3.45M -$23.6K -507 -0.6%
NFG
105
Northeast Financial Group
Pennsylvania
$3.44M +$1.15M +24,831 +47%
ACWM
106
Adams Chetwood Wealth Management
North Carolina
$3.42M +$18.2K +391 +0.5%
B
107
Bailard
California
$3.4M -$30.9K -666 -0.9%
AA
108
AlphaMark Advisors
Kentucky
$3.39M +$703K +15,134 +25%
AIM
109
Astor Investment Management
Illinois
$3.37M -$146K -3,138 -4%
TF
110
TIAA FSB
Florida
$3.33M +$1.19M +25,694 +52%
OC
111
Oppenheimer & Co
New York
$3.28M +$30.7K +661 +0.9%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$3.27M +$379K +8,158 +12%
AIC
113
Ameritas Investment Company
Nebraska
$3.27M +$3.18M +68,361 +1,315%
SC
114
Solstein Capital
California
$3.26M +$3.24M +69,825 +2,010%
EC
115
Estate Counselors
Wisconsin
$3.21M +$1.48M +31,855 +79%
CI
116
CX Institutional
Indiana
$3.15M +$3.07M +66,171 +1,400%
WAOTB
117
Wealth Advisors of Tampa Bay
Florida
$3.12M +$72K +1,550 +2%
WA
118
WBH Advisory
Maryland
$3.08M -$73.9K -1,590 -2%
V
119
Veritable
Delaware
$3.07M
MWM
120
Moulton Wealth Management
Washington
$3.06M -$2.44M -52,587 -44%
BHWM
121
Bar Harbor Wealth Management
New Hampshire
$3.06M -$15.6K -336 -0.5%
KAS
122
Kestra Advisory Services
Texas
$3M +$373K +8,034 +14%
ARC
123
Advisor Resource Council
Texas
$2.99M -$6.88M -148,023 -69%
AWE
124
Avidian Wealth Enterprises
Texas
$2.99M -$14.5K -312 -0.5%
FM
125
Foster & Motley
Ohio
$2.97M -$192K -4,124 -6%

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.