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State Street Real Estate Select Sector SPDR ETF

638 hedge funds and large institutions have $3.9B invested in State Street Real Estate Select Sector SPDR ETF in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 274 increasing their positions, 169 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 169

37% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $14.3M

4% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 78

0.04% more ownership

Funds ownership: 70%70.04% (+0.04%)

2% less funds holding

Funds holding: 649638 (-11)

8% less capital invested

Capital invested by funds: $4.26B → $3.9B (-$353M)

30% less funds holding in top 10

Funds holding in top 10: 2719 (-8)

Holders
638
Holders Change
-11
Holders Change %
-1.69%
% of All Funds
10.06%
Holding in Top 10
19
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-29.63%
% of All Funds
0.3%
New
81
Increased
274
Reduced
169
Closed
78
Calls
$19.7M
Puts
$14.3M
Net Calls
+$5.33M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RCP
101
Rothschild Capital Partners
New York
$4.88M +$1.67M +35,695 +55%
APWA
102
Atlas Private Wealth Advisors
New Jersey
$4.86M +$810K +17,277 +21%
CFD
103
Creative Financial Designs
Indiana
$4.82M +$278K +5,941 +6%
EDRH
104
Edmond de Rothschild Holding
Switzerland
$4.75M
FMC
105
First Merchants Corp
Indiana
$4.73M +$1.31M +27,910 +40%
OPS
106
Orion Portfolio Solutions
Nebraska
$4.69M +$31.5K +673 +0.7%
MIAN
107
Mariner Independent Advisor Network
Kansas
$4.65M +$1.42M +30,333 +46%
OWA
108
Octavia Wealth Advisors
Ohio
$4.62M -$123K -2,617 -3%
AI
109
Atria Investments
North Carolina
$4.58M -$2M -42,714 -31%
PAG
110
Paladin Advisory Group
Iowa
$4.4M +$4.19M +89,297 New
TWM
111
Titus Wealth Management
California
$4.34M +$353K +7,535 +9%
GL
112
Graypoint LLC
New York
$4.31M +$1.15M +24,604 +38%
RA
113
RFG Advisory
Alabama
$4.24M +$860K +18,337 +26%
ACP
114
Aveo Capital Partners
Colorado
$4.2M +$162K +3,461 +4%
EC
115
Estate Counselors
Wisconsin
$4.18M -$86K -1,835 -2%
AF
116
Allworth Financial
California
$4.15M +$55.9K +1,192 +1%
V
117
Veritable
Delaware
$4.1M +$598K +12,750 +18%
IA
118
IFP Advisors
Florida
$4.09M +$5.62M +119,977 +1,595%
NFG
119
Northeast Financial Group
Pennsylvania
$3.98M +$159K +3,393 +4%
ACWM
120
Adams Chetwood Wealth Management
North Carolina
$3.88M +$67.2K +1,434 +2%
MAP
121
Milestone Advisory Partners
North Carolina
$3.86M -$200K -4,259 -5%
AA
122
AlphaMark Advisors
Kentucky
$3.85M +$567K +12,092 +18%
CI
123
CX Institutional
Indiana
$3.63M -$129K -2,760 -4%
CAN
124
Cetera Advisor Networks
California
$3.6M -$10.1M -214,531 -74%
JMPWA
125
JP Morgan Private Wealth Advisors
California
$3.57M +$837K +17,852 +32%

XLRE Hedge Fund Activity: Q1 2022 in Review

638 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2022, worth a combined $3.9B — down 8.3% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new XLRE positions and 78 closed out — a net gain of 3 holders — while 274 added to existing stakes and 169 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $92.7M. The largest seller was JP Morgan Chase, cutting an estimated $98.9M.

  • 638 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2022, down from 649 in Q4 2021.
  • Funds reported $3.9B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2022, down 8.3% quarter-over-quarter.
  • 81 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2022 and 78 closed out, a net change of +3 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2022 was BNP Paribas Financial Markets, an estimated $92.7M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2022 was JP Morgan Chase, an estimated $98.9M sold.

Based on aggregated 13F filings for Q1 2022.