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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
Bank of America
1
Bank of America
North Carolina
$644M +$417M +8,657,951 +230%
LPL Financial
2
LPL Financial
California
$273M +$19.1M +396,984 +8%
Morgan Stanley
3
Morgan Stanley
New York
$220M +$32M +664,552 +19%
BBVA
4
Banco Bilbao Vizcaya Argentaria
Spain
$179M +$166M +3,453,152 New
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$152M
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$135M -$1.65M -34,380 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$122M +$23.7M +491,931 +26%
CM
8
Churchill Management
California
$120M +$111M +2,309,236 New
BlackRock
9
BlackRock
New York
$98.7M -$11.2M -232,576 -11%
PF
10
Phoenix Financial
Israel
$87.7M -$13.2K -275 -0%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$85.8M +$7.06M +146,797 +10%
Wells Fargo
12
Wells Fargo
California
$73.7M +$13.7M +285,269 +25%
AP
13
Advisors Preferred
Maryland
$71.8M +$67M +1,392,324 +21,694%
UBS Group
14
UBS Group
Switzerland
$61.6M +$6.7M +139,168 +13%
Ameriprise
15
Ameriprise
Minnesota
$57.7M +$4.49M +93,278 +9%
GAG
16
GM Advisory Group
New York
$52.5M +$5.51M +114,508 +13%
Bank of Nova Scotia
17
Bank of Nova Scotia
Ontario, Canada
$51.8M
Truist Financial
18
Truist Financial
North Carolina
$44.7M +$10.3M +214,216 +33%
MTWSIF
19
Mivtachim The Workers Social Insurance Fund
Israel
$43M +$19.2M +400,000 +93%
Osaic Holdings
20
Osaic Holdings
Arizona
$38.1M +$17.5M +363,746 +97%
SGI
21
Swan Global Investments
Colorado
$32.6M -$1.66M -34,544 -5%
Goldman Sachs
22
Goldman Sachs
New York
$32M +$11.5M +238,100 +63%
HighTower Advisors
23
HighTower Advisors
Illinois
$31M +$3.95M +82,194 +16%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$28.6M -$3.55M -73,774 -12%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$28.1M +$3.98M +82,755 +18%

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.