We are live on ! Find out more
XLRE icon

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
WAM
226
Weinberger Asset Management
California
$1M -$34K -921 -3%
OC
227
Oppenheimer & Co
New York
$1M -$13.3K -361 -1%
CWM
228
Cornerstone Wealth Management
Missouri
$999K -$105K -2,853 -10%
ZIG
229
Zullo Investment Group
Pennsylvania
$981K +$6.93K +188 +0.7%
RFN
230
Redwood Financial Network
Ohio
$981K +$354K +9,590 +58%
TCOO
231
Trust Company of Oklahoma
Oklahoma
$976K -$6.64K -180 -0.7%
BA
232
Ballast Advisors
Minnesota
$966K +$39.8K +1,078 +4%
SB
233
Simmons Bank
Arkansas
$963K +$14.6K +396 +2%
ABC
234
Associated Banc-Corp
Wisconsin
$956K +$9.26K +251 +1%
PIWA
235
Prevail Innovative Wealth Advisors
Kansas
$951K +$931K +25,239 New
TC
236
Trust Company
Kansas
$947K +$326K +8,845 +54%
CFGS
237
Concourse Financial Group Securities
Alabama
$922K -$775 -21 -0.1%
RCA
238
Ranch Capital Advisors
Florida
$921K +$8.96K +243 +1%
LSPW
239
Lake Street Private Wealth
Illinois
$917K +$22.4K +607 +3%
RHP
240
Royal Harbor Partners
Texas
$909K -$9.7K -263 -1%
William Blair & Company
241
William Blair & Company
Illinois
$903K +$678K +18,385 +329%
BS
242
Banco Santander
Spain
$893K
Fidelity International
243
Fidelity International
Bermuda
$892K -$908K -24,626 -51%
RSWM
244
Robertson Stephens Wealth Management
California
$889K -$35.6K -964 -4%
SCA
245
Scott Capital Advisors
Oregon
$880K +$185K +5,009 +27%
MGIA
246
Moneta Group Investment Advisors
Missouri
$869K -$23.3K -633 -3%
CWM
247
Collaborative Wealth Management
Florida
$860K +$366K +9,918 +77%
PCA
248
Pallas Capital Advisors
Massachusetts
$845K +$810K +21,966 New
BCM
249
Boltwood Capital Management
California
$835K -$10.4K -282 -1%
SPIA
250
Steward Partners Investment Advisory
New York
$827K -$33.3K -904 -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.