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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
BFS
201
Bard Financial Services
Connecticut
$1.25M -$1.2M -32,635 -50%
CW
202
CreativeOne Wealth
Kansas
$1.24M +$103K +2,784 +9%
PTC
203
Private Trust Company
Ohio
$1.15M -$78.9K -2,140 -7%
AFG
204
Arkansas Financial Group
Arkansas
$1.14M +$230K +6,235 +26%
IPW
205
Intergy Private Wealth
Colorado
$1.14M +$258 +7 +0%
CB
206
Centennial Bank
Arkansas
$1.14M +$168K +4,550 +18%
CFG
207
Citizens Financial Group
Rhode Island
$1.13M -$716K -19,412 -39%
MWA
208
MFA Wealth Advisors
Pennsylvania
$1.12M +$113K +3,068 +12%
RW
209
RVW Wealth
California
$1.12M -$60.2K -1,633 -5%
FAIM
210
Financial Advocates Investment Management
Washington
$1.11M -$132K -3,590 -11%
WCFA
211
Walkner Condon Financial Advisors
Wisconsin
$1.1M -$170K -4,605 -14%
ZIG
212
Zuckerman Investment Group
Illinois
$1.1M +$15.7K +426 +1%
SCA
213
Stillwater Capital Advisors
Pennsylvania
$1.1M +$1.07M +29,083 New
CWM
214
Congress Wealth Management
Massachusetts
$1.08M -$167K -4,515 -14%
BFEC
215
Benjamin F. Edwards & Company
Missouri
$1.07M +$320K +8,680 +44%
PSF
216
Pacific Sun Financial
California
$1.04M +$1.03M +27,892 New
FA
217
Forefront Analytics
Pennsylvania
$1.04M +$10K +272 +1%
MYIA
218
Mount Yale Investment Advisors
Colorado
$1.03M +$149K +4,040 +17%
TF
219
TIAA FSB
Florida
$1.03M -$257K -6,972 -20%
DSN
220
D. Scott Neal
Kentucky
$1.03M -$31.9K -864 -3%
FFN
221
Focus Financial Network
Minnesota
$1.03M -$25.9K -702 -3%
GCMG
222
Gyroscope Capital Management Group
Florida
$1.02M +$150K +4,059 +18%
RWA
223
River Wealth Advisors
Pennsylvania
$1.02M -$62.1K -1,684 -6%
EAM
224
Empirical Asset Management
Massachusetts
$1.02M +$55K +1,490 +6%
CC
225
Callan Capital
California
$1.01M +$40.3K +1,093 +4%

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.