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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
RW
201
RVW Wealth
California
$1.51M +$2.77K +59 +0.2%
BWM
202
BCGM Wealth Management
Indiana
$1.5M +$1.51M +32,144 New
PG
203
Proffitt & Goodson
Tennessee
$1.5M -$91.5K -1,952 -6%
LA
204
LexAurum Advisors
Kansas
$1.48M +$65.2K +1,392 +5%
SIS
205
Sound Income Strategies
Florida
$1.48M +$126K +2,685 +10%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$1.48M -$441K -9,400 -24%
HG
207
Herbst Group
Connecticut
$1.47M +$58.7K +1,252 +4%
UCFA
208
United Capital Financial Advisors
Texas
$1.47M +$1.42M +30,321 New
CCB
209
Country Club Bank
Missouri
$1.44M +$1.38M +29,374 New
IWC
210
Integrated Wealth Concepts
Massachusetts
$1.41M -$2.77M -59,127 -67%
SFA
211
Sequoia Financial Advisors
Ohio
$1.39M +$1.35M +28,748 New
CF
212
Centaurus Financial
California
$1.38M -$3.28K -70 -0.2%
VIA
213
Vickerman Investment Advisors
Washington
$1.36M -$7.31K -156 -0.5%
PAS
214
Park Avenue Securities
New York
$1.35M +$1.31M +28,032 New
PRS
215
Pinkerton Retirement Specialists
Idaho
$1.34M +$158K +3,363 +14%
PCS
216
Personal CFO Solutions
New Jersey
$1.33M +$98.5K +2,102 +8%
MWA
217
MFA Wealth Advisors
Pennsylvania
$1.32M -$3.14K -67 -0.2%
AFP
218
Ausdal Financial Partners
Iowa
$1.31M +$68.1K +1,453 +6%
LRWA
219
Long Run Wealth Advisors
New York
$1.3M +$87.1K +1,859 +7%
PCFFS
220
Pacific Center for Financial Services
California
$1.28M +$178K +3,806 +17%
FSA
221
Financial Sense Advisors
California
$1.28M +$1.25M +26,561 New
FHB
222
First Hawaiian Bank
Hawaii
$1.28M +$328 +7 +0%
ZIG
223
Zurich Insurance Group
Switzerland
$1.26M
FAIM
224
Financial Advocates Investment Management
Washington
$1.26M +$686K +14,631 +127%
TCOO
225
Trust Company of Oklahoma
Oklahoma
$1.23M +$22.5K +479 +2%

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.