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State Street Real Estate Select Sector SPDR ETF

507 hedge funds and large institutions have $1.96B invested in State Street Real Estate Select Sector SPDR ETF in 2021 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 205 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 33

92% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 107

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

45% more capital invested

Capital invested by funds: $1.36B → $1.96B (+$609M)

13% more funds holding

Funds holding: 450507 (+57)

4.51% more ownership

Funds ownership: 54.1%58.61% (+4.5%)

8% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $10.9M

Holders
507
Holders Change
+57
Holders Change %
+12.67%
% of All Funds
8.83%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.23%
New
96
Increased
205
Reduced
107
Closed
33
Calls
$10.1M
Puts
$10.9M
Net Calls
-$818K
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$144M +$98.3M +2,293,864 +238%
Morgan Stanley
2
Morgan Stanley
New York
$136M +$37.6M +876,790 +40%
Bank of America
3
Bank of America
North Carolina
$121M +$7.7M +179,618 +7%
BlackRock
4
BlackRock
New York
$88.3M -$7.18M -167,431 -8%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$87.8M +$6.12M +142,769 +8%
Goldman Sachs
6
Goldman Sachs
New York
$58.6M -$21M -490,177 -27%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$49M +$4.46M +103,924 +10%
PF
8
Phoenix Financial
Israel
$49M +$47.3M +1,104,275 New
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$44.3M +$42.9M +1,000,000 New
Wells Fargo
10
Wells Fargo
California
$39M +$4.97M +115,874 +15%
JP Morgan Chase
11
JP Morgan Chase
New York
$38.4M +$36.8M +859,220 +11,298%
UBS Group
12
UBS Group
Switzerland
$37.6M +$5.36M +124,982 +17%
BAPIM
13
British Airways Pensions Investment Management
United Kingdom
$36.8M
SGI
14
Swan Global Investments
Colorado
$31.4M -$1.56M -36,279 -5%
SCA
15
Stuart Chaussee & Associates
California
$30M +$29M +677,011 New
Ameriprise
16
Ameriprise
Minnesota
$28M -$14.3M -333,253 -35%
GAG
17
GM Advisory Group
New York
$27.5M +$26.6M +619,738 New
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$26.6M +$25.4M +591,500 +7,887%
Truist Financial
19
Truist Financial
North Carolina
$24.4M +$17.7M +412,182 +298%
MD
20
Money Design
Japan
$23.1M -$1.91M -44,591 -8%
HighTower Advisors
21
HighTower Advisors
Illinois
$21M +$3.3M +77,048 +19%
AA
22
ALPS Advisors
Colorado
$18.7M -$1.09M -25,408 -6%
RJA
23
Raymond James & Associates
Florida
$17.1M +$293K +6,841 +2%
TAS
24
TIFF Advisory Services
Pennsylvania
$16.9M +$4.44M +103,668 +37%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$16.8M +$2.84M +66,283 +21%

XLRE Hedge Fund Activity: Q2 2021 in Review

507 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2021, worth a combined $1.96B — up 45% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new XLRE positions and 33 closed out — a net gain of 63 holders — while 205 added to existing stakes and 107 trimmed.

The largest buyer was LPL Financial, adding an estimated $98.3M. The largest seller was Ontario Teachers' Pension Plan Board, exiting entirely with an estimated $108M sold.

  • 507 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2021, up from 450 in Q1 2021.
  • Funds reported $1.96B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2021, up 45% quarter-over-quarter.
  • 96 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2021 and 33 closed out, a net change of +63 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2021 was LPL Financial, an estimated $98.3M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2021 was Ontario Teachers' Pension Plan Board, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2021.