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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
EWA
176
EP Wealth Advisors
California
$1.68M -$16.4M -443,636 -100%
SAG
177
SageView Advisory Group
California
$1.68M +$123K +3,340 +8%
AWS
178
Atria Wealth Solutions
New York
$1.68M -$396K -10,736 -19%
QFA
179
Quattro Financial Advisors
Texas
$1.68M +$64.8K +1,757 +4%
EWM
180
Evercore Wealth Management
New York
$1.67M +$133K +3,600 +9%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$1.66M -$125K -3,388 -7%
1832 Asset Management
182
1832 Asset Management
Ontario, Canada
$1.66M -$6.62M -179,508 -80%
PPWP
183
Proquility Private Wealth Partners
Nevada
$1.63M +$41.9K +1,137 +3%
SIS
184
Sound Income Strategies
Florida
$1.6M +$84.1K +2,280 +6%
GLA
185
Good Life Advisors
Pennsylvania
$1.56M +$6.86K +186 +0.5%
CC
186
Centiva Capital
New York
$1.52M +$926K +25,114 +166%
RWA
187
Rooted Wealth Advisors
Illinois
$1.51M +$1.46M +39,625 New
HWA
188
HHM Wealth Advisors
Tennessee
$1.43M +$19.8K +538 +1%
SFA
189
Sequoia Financial Advisors
Ohio
$1.42M -$1.87M -50,692 -57%
BCWM
190
Bartlett & Co Wealth Management
Ohio
$1.4M -$57.9K -1,570 -4%
BC
191
Bartlett & Co
Ohio
$1.4M -$57.9K -1,570 -4%
LA
192
LexAurum Advisors
Kansas
$1.37M +$184 +5 +0%
HI
193
Harbour Investments
Wisconsin
$1.33M -$105K -2,851 -7%
FHA
194
Flagship Harbor Advisors
Massachusetts
$1.32M +$75.8K +2,054 +6%
PRS
195
Pinkerton Retirement Specialists
Idaho
$1.28M -$4.17K -113 -0.3%
CA
196
Cetera Advisors
Colorado
$1.26M -$907K -24,577 -42%
CM
197
Caption Management
Oklahoma
$1.26M +$1.23M +33,300 New
FMC
198
First Merchants Corp
Indiana
$1.25M -$2.27M -61,662 -65%
GRP
199
Global Retirement Partners
California
$1.25M +$2.91K +79 +0.2%
CAL
200
Capital Advisors Ltd
Ohio
$1.25M -$22K -596 -2%

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.