We are live on ! Find out more
XLRE icon

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
WF
101
Wayfinding Financial
Washington
$5.3M +$5.64M +117,202 New
EDRH
102
Edmond de Rothschild Holding
Switzerland
$5.09M
OWA
103
Octavia Wealth Advisors
Ohio
$5.08M +$761K +15,825 +19%
OPS
104
Orion Portfolio Solutions
Nebraska
$5M -$165K -3,437 -3%
IG
105
ING Group
Netherlands
$4.92M
KW
106
KWB Wealth
California
$4.91M +$162K +3,364 +4%
BCP
107
Blue Chip Partners
Michigan
$4.89M +$2.67M +55,399 +142%
CFD
108
Creative Financial Designs
Indiana
$4.86M +$332K +6,892 +8%
WIC
109
Woodmont Investment Counsel
Tennessee
$4.66M +$277K +5,760 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
110
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.66M -$1.11M -23,064 -20%
IWC
111
Integrated Wealth Concepts
Massachusetts
$4.58M +$214K +4,456 +5%
EC
112
Estate Counselors
Wisconsin
$4.57M +$768K +15,957 +22%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$4.55M -$1.77M -36,761 -30%
GB
114
Gunma Bank
Japan
$4.46M -$481K -10,000 -10%
AF
115
Allworth Financial
California
$4.39M +$232K +4,814 +6%
MAP
116
Milestone Advisory Partners
North Carolina
$4.36M -$343K -7,128 -8%
ACP
117
Aveo Capital Partners
Colorado
$4.32M +$180K +3,743 +5%
APWA
118
Atlas Private Wealth Advisors
New Jersey
$4.31M -$377K -7,838 -9%
TWM
119
Titus Wealth Management
California
$4.27M +$3.96M +82,342 New
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$4.11M -$78.1M -1,622,845 -95%
NFG
121
Northeast Financial Group
Pennsylvania
$4.09M +$74K +1,538 +2%
ACWM
122
Adams Chetwood Wealth Management
North Carolina
$4.08M +$86.1K +1,790 +2%
CI
123
CX Institutional
Indiana
$4.04M +$340K +7,070 +10%
SC
124
Solstein Capital
California
$3.97M +$156K +3,249 +4%
OC
125
Oppenheimer & Co
New York
$3.94M +$110K +2,289 +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.