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State Street Real Estate Select Sector SPDR ETF

678 hedge funds and large institutions have $4.36B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 214 increasing their positions, 217 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 59

129% more funds holding in top 10

Funds holding in top 10: 716 (+9)

60% more capital invested

Capital invested by funds: $2.72B → $4.36B (+$1.64B)

15% more funds holding

Funds holding: 588678 (+90)

9.56% more ownership

Funds ownership: 66.31%75.87% (+9.6%)

1% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 217

13% less call options, than puts

Call options by funds: $32.5M | Put options by funds: $37.4M

Holders
678
Holders Change
+90
Holders Change %
+15.31%
% of All Funds
9.88%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.23%
New
158
Increased
214
Reduced
217
Closed
59
Calls
$32.5M
Puts
$37.4M
Net Calls
-$4.96M
Net Calls Change
+$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
WEG
226
World Equity Group
Illinois
$1.36M +$670K +18,650 +121%
RFWA
227
RPg Family Wealth Advisory
Massachusetts
$1.33M -$8.76K -244 -0.7%
US Bancorp
228
US Bancorp
Minnesota
$1.33M -$62.2K -1,731 -5%
KAS
229
Kestra Advisory Services
Texas
$1.32M -$156K -4,340 -12%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$1.25M +$553K +15,403 +98%
PTC
231
Private Trust Company
Ohio
$1.24M +$51.5K +1,433 +5%
CWM
232
Collaborative Wealth Management
Florida
$1.24M -$93.5K -2,604 -8%
OC
233
Oppenheimer & Co
New York
$1.23M +$165K +4,595 +18%
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$1.23M -$506K -14,088 -31%
PPWP
235
Proquility Private Wealth Partners
Nevada
$1.22M -$424K -11,806 -28%
SCA
236
Stillwater Capital Advisors
Pennsylvania
$1.22M +$33.4K +931 +3%
PBK
237
Peoples Bank (Kansas)
Kansas
$1.21M +$261K +7,279 +32%
TCOO
238
Trust Company of Oklahoma
Oklahoma
$1.18M +$116K +3,226 +12%
CPG
239
Cornerstone Planning Group
New Jersey
$1.17M +$97.5K +2,716 +10%
ZIG
240
Zuckerman Investment Group
Illinois
$1.17M -$31.6K -879 -3%
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$1.15M -$1.43M -39,868 -58%
RW
242
RVW Wealth
California
$1.15M -$10.7K -299 -1%
PSF
243
Pacific Sun Financial
California
$1.13M +$3.2K +89 +0.3%
NCM
244
Novare Capital Management
North Carolina
$1.13M +$315K +8,765 +45%
FA
245
Forefront Analytics
Pennsylvania
$1.12M +$10.5K +293 +1%
ZIG
246
Zullo Investment Group
Pennsylvania
$1.12M -$25.9K -722 -3%
CI
247
CX Institutional
Indiana
$1.09M -$2.27M -63,251 -70%
LNC
248
Lincoln National Corp
Pennsylvania
$1.09M +$147K +4,090 +18%
TC
249
Trust Company
Kansas
$1.09M -$10.2K -283 -1%
BA
250
Ballast Advisors
Minnesota
$1.09M +$13.1K +366 +1%

XLRE Hedge Fund Activity: Q4 2023 in Review

678 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2023, worth a combined $4.36B — up 60% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new XLRE positions and 59 closed out — a net gain of 99 holders — while 214 added to existing stakes and 217 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $198M. The largest seller was Flagship Harbor Advisors, cutting an estimated $14.8M.

  • 678 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2023, up from 588 in Q3 2023.
  • Funds reported $4.36B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2023, up 60% quarter-over-quarter.
  • 158 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2023 and 59 closed out, a net change of +99 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2023 was Migdal Insurance & Financial Holdings, an estimated $198M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2023 was Flagship Harbor Advisors, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2023.