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State Street Real Estate Select Sector SPDR ETF

632 hedge funds and large institutions have $3.41B invested in State Street Real Estate Select Sector SPDR ETF in 2022 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 246 increasing their positions, 196 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 196

2% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 93

1% less funds holding

Funds holding: 638632 (-6)

4.24% less ownership

Funds ownership: 70.04%65.8% (-4.2%)

13% less capital invested

Capital invested by funds: $3.9B → $3.41B (-$488M)

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

44% less call options, than puts

Call options by funds: $17.7M | Put options by funds: $31.9M

Holders
632
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
10.65%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.2%
New
95
Increased
246
Reduced
196
Closed
93
Calls
$17.7M
Puts
$31.9M
Net Calls
-$14.2M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
101
Eaton Vance Management
Massachusetts
$4.24M +$4.63M +103,754 New
MIAN
102
Mariner Independent Advisor Network
Kansas
$4.17M +$217K +4,859 +5%
RCP
103
Rothschild Capital Partners
New York
$4.13M
IA
104
IFP Advisors
Florida
$4.09M
EDRH
105
Edmond de Rothschild Holding
Switzerland
$4.02M
WG
106
Winton Group
United Kingdom
$3.96M +$4.33M +97,013 New
CI
107
CX Institutional
Indiana
$3.82M +$814K +18,253 +24%
OPS
108
Orion Portfolio Solutions
Nebraska
$3.76M -$226K -5,067 -5%
KW
109
KWB Wealth
California
$3.74M -$144K -3,231 -3%
Citadel Advisors
110
Citadel Advisors
Florida
$3.73M +$4.07M +91,157 New
LFPWM
111
Leicht Financial Planning & Wealth Management
New Jersey
$3.72M +$4.06M +91,147 New
FMC
112
First Merchants Corp
Indiana
$3.72M -$307K -6,881 -7%
NDSI
113
Newman Dignan & Sheerar Inc
Rhode Island
$3.66M +$3.99M +89,505 New
TWM
114
Titus Wealth Management
California
$3.63M -$45.5K -1,021 -1%
GL
115
Graypoint LLC
New York
$3.61M -$38.9K -873 -1%
HF
116
HRT Financial
New York
$3.61M +$3.94M +88,365 New
CL
117
Choreo LLC
Illinois
$3.56M +$3.88M +87,062 New
SFA
118
Sequoia Financial Advisors
Ohio
$3.4M +$2.43M +54,545 +190%
AI
119
Atria Investments
North Carolina
$3.33M -$588K -13,176 -14%
MA
120
Mutual Advisors
Nebraska
$3.28M +$1.06M +23,728 +42%
AA
121
AlphaMark Advisors
Kentucky
$3.27M +$16.8K +377 +0.5%
EC
122
Estate Counselors
Wisconsin
$3.27M -$290K -6,512 -8%
CF
123
Clarity Financial
Texas
$3.23M -$2.96M -66,309 -46%
CA
124
Crumly & Associates
Illinois
$3.12M +$3.4M +76,265 New
ARG
125
Advisory Resource Group
Oklahoma
$3M +$396K +8,875 +14%

XLRE Hedge Fund Activity: Q2 2022 in Review

632 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2022, worth a combined $3.41B — down 13% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLRE positions and 93 closed out — a net gain of 2 holders — while 246 added to existing stakes and 196 trimmed.

The largest buyer was Bank of America, adding an estimated $319M. The largest seller was Banco Bilbao Vizcaya Argentaria, exiting entirely with an estimated $171M sold.

  • 632 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2022, down from 638 in Q1 2022.
  • Funds reported $3.41B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2022, down 13% quarter-over-quarter.
  • 95 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2022 and 93 closed out, a net change of +2 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2022 was Bank of America, an estimated $319M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2022 was Banco Bilbao Vizcaya Argentaria, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2022.