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State Street SPDR S&P Retail ETF

153 hedge funds and large institutions have $2.88B invested in State Street SPDR S&P Retail ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 45

10% more capital invested

Capital invested by funds: $2.62B → $2.88B (+$267M)

2% more funds holding

Funds holding: 150153 (+3)

21.82% less ownership

Funds ownership: 271.08%249.25% (-22%)

70% less call options, than puts

Call options by funds: $171M | Put options by funds: $571M

Holders
153
Holders Change
+3
Holders Change %
+2%
% of All Funds
2.68%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
35
Increased
55
Reduced
45
Closed
28
Calls
$171M
Puts
$571M
Net Calls
-$401M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
176
Wolverine Asset Management
Illinois
-$68K -700 Closed
DA
177
DCM Advisors
New York
-$4K -39 Closed
SC
178
Solstein Capital
California
-$2K -24 Closed
WAS
179
Winch Advisory Services
Wisconsin
-$2K -17 Closed
FPW
180
Flagship Private Wealth
Massachusetts
-$1.14K -12 Closed

XRT Hedge Fund Activity: Q3 2021 in Review

153 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Retail ETF (XRT) for Q3 2021, worth a combined $2.88B — up 10% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new XRT positions and 28 closed out — a net gain of 7 holders — while 55 added to existing stakes and 45 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $267M. The largest seller was Barclays, cutting an estimated $64.3M.

  • 153 institutional investors held State Street SPDR S&P Retail ETF (XRT) as of Q3 2021, up from 150 in Q2 2021.
  • Funds reported $2.88B of State Street SPDR S&P Retail ETF stock for Q3 2021, up 10% quarter-over-quarter.
  • 35 funds opened new State Street SPDR S&P Retail ETF positions in Q3 2021 and 28 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P Retail ETF buyer in Q3 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $267M added.
  • The largest State Street SPDR S&P Retail ETF seller in Q3 2021 was Barclays, an estimated $64.3M sold.

Based on aggregated 13F filings for Q3 2021.