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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
MGIA
251
Moneta Group Investment Advisors
Missouri
$796K +$12.1K +327 +1%
Fidelity International
252
Fidelity International
Bermuda
$795K -$12K -325 -1%
RWA
253
River Wealth Advisors
Pennsylvania
$795K -$137K -3,695 -14%
LNC
254
Lincoln National Corp
Pennsylvania
$790K +$339K +9,171 +65%
SWP
255
Stratos Wealth Partners
Ohio
$788K +$127K +3,424 +17%
PBK
256
Peoples Bank (Kansas)
Kansas
$784K +$852K +23,018 New
BS
257
Banco Santander
Spain
$778K -$31.2K -844 -4%
SA
258
Strategic Advocates
Utah
$774K +$841K +22,719 New
BAAM
259
Baker Avenue Asset Management
California
$767K +$123K +3,333 +17%
DAS
260
Dynamic Advisor Solutions
Arizona
$761K +$131K +3,529 +19%
BCM
261
Boltwood Capital Management
California
$732K -$25.4K -686 -3%
MFG
262
Magnus Financial Group
New York
$732K +$5.81K +157 +0.7%
VWA
263
Visionary Wealth Advisors
Illinois
$724K +$325K +8,773 +70%
JIR
264
James Investment Research
Ohio
$717K -$13.8K -374 -2%
FFN
265
Focus Financial Network
Minnesota
$695K -$253K -6,845 -25%
SPIA
266
Steward Partners Investment Advisory
New York
$692K -$60.1K -1,623 -7%
CAM
267
Carret Asset Management
New York
$686K +$21.6K +585 +3%
MC
268
Martin & Co
Tennessee
$684K -$4.51K -122 -0.6%
WT
269
Whittier Trust
California
$676K +$377K +10,201 +106%
SSWM
270
Sheets Smith Wealth Management
North Carolina
$674K +$139K +3,763 +23%
CTC
271
Central Trust Company
Missouri
$667K -$83.9K -2,268 -10%
CAL
272
Capital Advisors Ltd
Ohio
$664K -$507K -13,712 -41%
FNT
273
First National Trust
Pennsylvania
$663K -$20.1K -544 -3%
NCM
274
Novare Capital Management
North Carolina
$661K +$283K +7,655 +65%
IFAM
275
Institutional & Family Asset Management
Colorado
$649K +$9.84K +266 +1%

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.