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State Street Real Estate Select Sector SPDR ETF

543 hedge funds and large institutions have $2.64B invested in State Street Real Estate Select Sector SPDR ETF in 2021 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 231 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 36

86% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 124

34% more capital invested

Capital invested by funds: $1.96B → $2.64B (+$671M)

7% more funds holding

Funds holding: 507543 (+36)

3.07% more ownership

Funds ownership: 58.61%61.67% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

75% less call options, than puts

Call options by funds: $8.73M | Put options by funds: $34.3M

Holders
543
Holders Change
+36
Holders Change %
+7.1%
% of All Funds
9.51%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
82
Increased
231
Reduced
124
Closed
36
Calls
$8.73M
Puts
$34.3M
Net Calls
-$25.6M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$217M +$75.3M +1,619,839 +50%
Bank of America
2
Bank of America
North Carolina
$167M +$48.2M +1,036,721 +38%
Morgan Stanley
3
Morgan Stanley
New York
$159M +$24.2M +520,940 +17%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$131M +$136M +2,937,092 +47,220%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$117M +$30.3M +651,607 +33%
BlackRock
6
BlackRock
New York
$95M +$6.78M +145,832 +7%
JP Morgan Chase
7
JP Morgan Chase
New York
$82.8M +$46.2M +995,233 +115%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$75.7M +$77.3M +1,663,988 +4,366%
PF
9
Phoenix Financial
Israel
$75.3M +$27.4M +589,380 +53%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$67.1M +$18.8M +403,736 +37%
Wells Fargo
11
Wells Fargo
California
$50.6M +$12M +258,615 +29%
UBS Group
12
UBS Group
Switzerland
$46.7M +$9.38M +201,812 +24%
Ameriprise
13
Ameriprise
Minnesota
$45.4M +$18.1M +389,354 +62%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$44.5M
GAG
15
GM Advisory Group
New York
$39.9M +$13M +278,950 +45%
SGI
16
Swan Global Investments
Colorado
$29.5M -$2.04M -43,851 -6%
Truist Financial
17
Truist Financial
North Carolina
$28.8M +$4.58M +98,573 +18%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$27.8M +$16.4M +353,579 +130%
HighTower Advisors
19
HighTower Advisors
Illinois
$22.9M +$1.89M +40,630 +9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$22.7M +$6.1M +131,182 +35%
MD
21
Money Design
Japan
$21.3M -$1.94M -41,829 -8%
AWM
22
AE Wealth Management
Kansas
$20.9M +$9.18M +197,485 +72%
AssetMark Inc
23
AssetMark Inc
California
$20.9M +$11.8M +254,622 +118%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$20.4M -$6.48M -139,514 -23%
MTWSIF
25
Mivtachim The Workers Social Insurance Fund
Israel
$19.1M +$20M +430,000 New

XLRE Hedge Fund Activity: Q3 2021 in Review

543 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2021, worth a combined $2.64B — up 34% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new XLRE positions and 36 closed out — a net gain of 46 holders — while 231 added to existing stakes and 124 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $136M. The largest seller was Goldman Sachs, cutting an estimated $43.8M.

  • 543 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2021, up from 507 in Q2 2021.
  • Funds reported $2.64B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2021, up 34% quarter-over-quarter.
  • 82 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2021 and 36 closed out, a net change of +46 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2021 was Harel Insurance Investments & Financial Services, an estimated $136M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2021 was Goldman Sachs, an estimated $43.8M sold.

Based on aggregated 13F filings for Q3 2021.