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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
HAS
251
HBW Advisory Services
California
$1.08M +$98.5K +2,744 +11%
MYIA
252
Mount Yale Investment Advisors
Colorado
$1.07M +$23.8K +662 +3%
LCM
253
Lunt Capital Management
Utah
$1.06M +$953K +26,533 New
FTIS
254
First Trust Investment Solutions
Florida
$1.06M +$946K +26,352 New
PSCM
255
Per Stirling Capital Management
Texas
$1.05M +$940K +26,183 New
WCM
256
Winthrop Capital Management
Indiana
$1.05M +$940K +26,183 New
BFG
257
Bleakley Financial Group
New Jersey
$1.04M +$527K +14,680 +130%
SS
258
Simplicity Solutions
Minnesota
$1.04M +$527K +14,680 +130%
GRP
259
Global Retirement Partners
California
$1.02M -$373K -10,393 -28%
CWM
260
Cornerstone Wealth Management
Missouri
$1.02M +$1.29K +36 +0.1%
SFA
261
Sequoia Financial Advisors
Ohio
$1.01M -$275K -7,658 -23%
HHRDM
262
H&H Retirement Design & Management
Nevada
$1M +$939K +26,136 New
MCC
263
Money Concepts Capital
Florida
$999K +$896K +24,938 New
FAIM
264
Financial Advocates Investment Management
Washington
$987K -$196K -5,464 -18%
IP
265
Ignite Planners
California
$982K +$278K +7,733 +47%
CWM
266
Congress Wealth Management
Massachusetts
$980K -$151K -4,195 -15%
ABC
267
Associated Banc-Corp
Wisconsin
$958K -$134K -3,745 -14%
BWM
268
BCS Wealth Management
Tennessee
$956K +$248K +6,905 +41%
DSN
269
D. Scott Neal
Kentucky
$930K -$26.2K -729 -3%
JIR
270
James Investment Research
Ohio
$930K +$78K +2,172 +10%
MGIA
271
Moneta Group Investment Advisors
Missouri
$921K -$13.6K -380 -2%
PCS
272
Personal CFO Solutions
New Jersey
$920K +$825K +22,972 New
SB
273
Simmons Bank
Arkansas
$914K -$37.3K -1,038 -4%
RCA
274
Ranch Capital Advisors
Florida
$907K -$59.5K -1,658 -7%
CRI
275
Colonial River Investments
Virginia
$901K +$342K +9,519 +73%

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.