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State Street Real Estate Select Sector SPDR ETF

655 hedge funds and large institutions have $4.59B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 243 increasing their positions, 242 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

2.41% more ownership

Funds ownership: 73.73%76.14% (+2.4%)

1% more capital invested

Capital invested by funds: $4.54B → $4.59B (+$45.5M)

0% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 242

4% less funds holding

Funds holding: 683655 (-28)

25% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 87

80% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $82.6M

Holders
655
Holders Change
-28
Holders Change %
-4.1%
% of All Funds
9.46%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
65
Increased
243
Reduced
242
Closed
87
Calls
$16.7M
Puts
$82.6M
Net Calls
-$65.9M
Net Calls Change
-$47.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Harbour Investments
Wisconsin
$1.37M +$73.6K +1,955 +6%
PFPT
227
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.36M +$366K +9,730 +38%
RFWA
228
RPg Family Wealth Advisory
Massachusetts
$1.35M +$67.4K +1,790 +5%
BBL
229
Beck Bode LLC
Massachusetts
$1.35M -$83.7K -2,222 -6%
RWPA
230
Richard W. Paul & Associates
Michigan
$1.34M +$209K +5,540 +19%
IC
231
Innealta Capital
Texas
$1.31M -$1.48M -39,256 -54%
CC
232
Callan Capital
California
$1.3M -$53K -1,406 -4%
US Bancorp
233
US Bancorp
Minnesota
$1.28M +$28.6K +759 +2%
BA
234
Ballast Advisors
Minnesota
$1.24M +$75.8K +2,012 +7%
ZIG
235
Zuckerman Investment Group
Illinois
$1.23M +$67.3K +1,788 +6%
CPG
236
Cornerstone Planning Group
New Jersey
$1.2M +$4.07K +108 +0.4%
SCA
237
Stillwater Capital Advisors
Pennsylvania
$1.19M +$31.4K +833 +3%
FWM
238
Foguth Wealth Management
Michigan
$1.18M +$630K +16,732 +120%
Simplex Trading
239
Simplex Trading
Illinois
$1.13M +$1.11M +29,490 New
PIMG
240
Patriot Investment Management Group
Tennessee
$1.11M +$45.8K +1,215 +4%
TCOO
241
Trust Company of Oklahoma
Oklahoma
$1.09M -$40.6K -1,079 -4%
TC
242
Trust Company
Kansas
$1.08M +$13.6K +360 +1%
Mercer Global Advisors
243
Mercer Global Advisors
Colorado
$1.07M -$74.4K -1,976 -7%
PSF
244
Pacific Sun Financial
California
$1.07M -$13.9K -369 -1%
ZIG
245
Zullo Investment Group
Pennsylvania
$1.07M -$22.7K -604 -2%
Walleye Capital
246
Walleye Capital
New York
$1.06M +$1.04M +27,700 New
AWM
247
Axxcess Wealth Management
California
$1.06M -$2.33M -61,856 -69%
MWM
248
Modera Wealth Management
New Jersey
$1.04M
BFG
249
Bleakley Financial Group
New Jersey
$1.03M +$4.18K +111 +0.4%
SW
250
Simplicity Wealth
New Jersey
$1.03M +$4.18K +111 +0.4%

XLRE Hedge Fund Activity: Q2 2024 in Review

655 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2024, worth a combined $4.59B — up 1% from $4.54B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of XLRE and 65 opened new positions — a net loss of 22 holders — while 242 trimmed existing stakes and 243 added.

The largest buyer was Creative Planning, adding an estimated $111M. The largest seller was Capital Investment Advisors, cutting an estimated $31.3M.

  • 655 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2024, down from 683 in Q1 2024.
  • Funds reported $4.59B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2024, up 1% quarter-over-quarter.
  • 65 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2024 and 87 closed out, a net change of -22 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2024 was Creative Planning, an estimated $111M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2024 was Capital Investment Advisors, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2024.