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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
IAN
201
Integrated Advisors Network
Texas
$1.83M +$1.34M +27,855 +369%
CC
202
Cypress Capital
Tennessee
$1.82M +$15.4K +320 +0.9%
SWM
203
SFG Wealth Management
Maryland
$1.81M +$1.68M +35,008 New
AWM
204
Altavista Wealth Management
North Carolina
$1.79M +$4.57K +95 +0.3%
MFG
205
Magnus Financial Group
New York
$1.79M +$80.1K +1,666 +5%
BFM
206
Boston Financial Management
Massachusetts
$1.78M +$182K +3,787 +12%
VWM
207
Venturi Wealth Management
Texas
$1.77M +$276K +5,738 +20%
CIBC World Market
208
CIBC World Market
Ontario, Canada
$1.76M +$1.11M +23,088 +210%
IC
209
Innealta Capital
Texas
$1.75M +$1.62M +33,704 New
FPCP
210
Fort Point Capital Partners
California
$1.74M +$179K +3,720 +12%
PG
211
Proffitt & Goodson
Tennessee
$1.71M -$60.7K -1,262 -4%
ECM
212
Evergreen Capital Management
Washington
$1.7M +$241 +5 +0%
WA
213
WESPAC Advisors
California
$1.69M -$1.04M -21,611 -40%
UAS
214
United Asset Strategies
New York
$1.63M +$77.9K +1,619 +5%
RW
215
RVW Wealth
California
$1.62M
VIA
216
Vickerman Investment Advisors
Washington
$1.59M -$127K -2,644 -8%
BAM
217
Belpointe Asset Management
Nevada
$1.58M -$4.28M -88,915 -74%
PWMG
218
Pinnacle Wealth Management Group
Michigan
$1.57M -$243K -5,041 -14%
CRI
219
Colonial River Investments
Virginia
$1.55M +$1.44M +29,887 New
GVAG
220
Great Valley Advisor Group
Delaware
$1.54M +$103K +2,150 +7%
HI
221
Harbour Investments
Wisconsin
$1.53M +$82.3K +1,710 +6%
LA
222
LexAurum Advisors
Kansas
$1.51M +$24.2K +502 +2%
HG
223
Herbst Group
Connecticut
$1.51M +$1.41M +29,217 New
CF
224
Centaurus Financial
California
$1.48M +$10.7K +223 +0.8%
OAM
225
Occidental Asset Management
California
$1.48M +$1.37M +28,537 New

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.