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State Street Real Estate Select Sector SPDR ETF

588 hedge funds and large institutions have $2.72B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 200

2.5% more ownership

Funds ownership: 63.81%66.31% (+2.5%)

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

1% less funds holding

Funds holding: 592588 (-4)

8% less capital invested

Capital invested by funds: $2.95B → $2.72B (-$232M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

29% less call options, than puts

Call options by funds: $17.6M | Put options by funds: $24.9M

Holders
588
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
9.33%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
71
Increased
221
Reduced
200
Closed
69
Calls
$17.6M
Puts
$24.9M
Net Calls
-$7.25M
Net Calls Change
+$957K
Name Holding Trade Value Shares
Change
Change in
Stake
TC
226
Trust Company
Kansas
$939K +$90.2K +2,438 +10%
PCA
227
Pallas Capital Advisors
Massachusetts
$939K +$258K +6,967 +32%
EAM
228
Empirical Asset Management
Massachusetts
$916K -$3K -81 -0.3%
BA
229
Ballast Advisors
Minnesota
$916K +$45.7K +1,235 +5%
CPG
230
Cornerstone Planning Group
New Jersey
$906K +$240K +6,488 +32%
CC
231
Callan Capital
California
$905K -$9.92K -268 -1%
TCOO
232
Trust Company of Oklahoma
Oklahoma
$898K +$16.6K +448 +2%
CFG
233
Citizens Financial Group
Rhode Island
$894K -$143K -3,867 -13%
WAS
234
Wealth Advisory Solutions
Indiana
$892K +$467K +12,628 +111%
OC
235
Oppenheimer & Co
New York
$892K -$14.2K -385 -1%
WCFA
236
Walkner Condon Financial Advisors
Wisconsin
$891K -$110K -2,973 -10%
MYIA
237
Mount Yale Investment Advisors
Colorado
$887K -$52.7K -1,424 -5%
WAM
238
Weinberger Asset Management
California
$878K -$31.3K -846 -3%
GCMG
239
Gyroscope Capital Management Group
Florida
$873K -$53.7K -1,451 -5%
CWM
240
Cornerstone Wealth Management
Missouri
$868K -$38.2K -1,033 -4%
LSPW
241
Lake Street Private Wealth
Illinois
$845K +$20.7K +559 +2%
TB
242
Treynor Bancshares
Iowa
$830K +$154K +4,157 +21%
RCA
243
Ranch Capital Advisors
Florida
$828K -$5.22K -141 -0.6%
HAS
244
HBW Advisory Services
California
$822K +$131K +3,541 +17%
DSN
245
D. Scott Neal
Kentucky
$816K -$123K -3,337 -12%
SB
246
Simmons Bank
Arkansas
$813K -$62.9K -1,700 -7%
KIG
247
Kessler Investment Group
Indiana
$812K +$882K +23,837 New
TRCT
248
Tower Research Capital (TRC)
New York
$805K -$5.73M -154,946 -87%
RSWM
249
Robertson Stephens Wealth Management
California
$801K -$2.37K -64 -0.3%
TIAA Trust, National Association
250
TIAA Trust, National Association
North Carolina
$800K +$869K +23,477 New

XLRE Hedge Fund Activity: Q3 2023 in Review

588 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2023, worth a combined $2.72B — down 7.9% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new XLRE positions and 69 closed out — a net gain of 2 holders — while 221 added to existing stakes and 200 trimmed.

The largest buyer was Creative Planning, adding an estimated $144M. The largest seller was Millennium Management, cutting an estimated $38.2M.

  • 588 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2023, down from 592 in Q2 2023.
  • Funds reported $2.72B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2023, down 7.9% quarter-over-quarter.
  • 71 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2023 and 69 closed out, a net change of +2 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2023 was Creative Planning, an estimated $144M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2023 was Millennium Management, an estimated $38.2M sold.

Based on aggregated 13F filings for Q3 2023.