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State Street Real Estate Select Sector SPDR ETF

683 hedge funds and large institutions have $4.54B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 221

19% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 74

4% more capital invested

Capital invested by funds: $4.36B → $4.54B (+$184M)

1% more funds holding

Funds holding: 678683 (+5)

2.13% less ownership

Funds ownership: 75.87%73.73% (-2.1%)

54% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $35M

56% less funds holding in top 10

Funds holding in top 10: 167 (-9)

Holders
683
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.84%
Holding in Top 10
7
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-56.25%
% of All Funds
0.1%
New
88
Increased
273
Reduced
221
Closed
74
Calls
$16.2M
Puts
$35M
Net Calls
-$18.8M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
226
LexAurum Advisors
Kansas
$1.47M -$12.2K -314 -0.8%
SC
227
Sykon Capital
New York
$1.45M +$1.25K +32 +0.1%
FTUS
228
Flow Traders U.S.
New York
$1.45M +$1.42M +36,557 New
CWM
229
Collaborative Wealth Management
Florida
$1.43M +$202K +5,199 +17%
SP
230
Symmetry Partners
Connecticut
$1.42M +$1.39M +35,810 New
KAS
231
Kestra Advisory Services
Texas
$1.41M +$99.4K +2,555 +8%
CC
232
Callan Capital
California
$1.4M -$18.9K -486 -1%
SCA
233
Scott Capital Advisors
Oregon
$1.38M +$16.7K +429 +1%
EAM
234
Empirical Asset Management
Massachusetts
$1.37M -$15.8K -405 -1%
HI
235
Harbour Investments
Wisconsin
$1.34M -$46.2K -1,189 -3%
RFWA
236
RPg Family Wealth Advisory
Massachusetts
$1.32M +$6.26K +161 +0.5%
US Bancorp
237
US Bancorp
Minnesota
$1.28M -$24.7K -635 -2%
IP
238
Ignite Planners
California
$1.25M +$308K +7,919 +33%
OC
239
Oppenheimer & Co
New York
$1.22M +$6.5K +167 +0.5%
ZIG
240
Zuckerman Investment Group
Illinois
$1.2M +$46.2K +1,187 +4%
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$1.2M -$13.9K -358 -1%
SCA
242
Stillwater Capital Advisors
Pennsylvania
$1.19M -$11.1K -285 -0.9%
BA
243
Ballast Advisors
Minnesota
$1.19M +$115K +2,966 +11%
PTC
244
Private Trust Company
Ohio
$1.18M -$42.7K -1,097 -4%
CWM
245
Castle Wealth Management
Florida
$1.18M -$632K -16,248 -35%
TCOO
246
Trust Company of Oklahoma
Oklahoma
$1.16M -$4.32K -111 -0.4%
RWPA
247
Richard W. Paul & Associates
Michigan
$1.16M +$1.14M +29,286 New
NA
248
NewEdge Advisors
Louisiana
$1.16M -$2.99M -76,866 -72%
FTIS
249
First Trust Investment Solutions
Florida
$1.14M +$93.9K +2,414 +9%
ZIG
250
Zullo Investment Group
Pennsylvania
$1.13M +$25.2K +649 +2%

XLRE Hedge Fund Activity: Q1 2024 in Review

683 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2024, worth a combined $4.54B — up 4.2% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new XLRE positions and 74 closed out — a net gain of 14 holders — while 273 added to existing stakes and 221 trimmed.

The largest buyer was Bank of America, adding an estimated $331M. The largest seller was Morgan Stanley, cutting an estimated $190M.

  • 683 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2024, up from 678 in Q4 2023.
  • Funds reported $4.54B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 88 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2024 and 74 closed out, a net change of +14 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2024 was Bank of America, an estimated $331M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2024.