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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
ECA
251
Elevated Capital Advisors
Utah
$1.13M +$1.11M +28,510 New
MYIA
252
Mount Yale Investment Advisors
Colorado
$1.13M +$68.8K +1,768 +7%
PSF
253
Pacific Sun Financial
California
$1.12M +$2.41K +62 +0.2%
RW
254
RVW Wealth
California
$1.12M -$19.3K -496 -2%
PIMG
255
Patriot Investment Management Group
Tennessee
$1.1M -$435K -11,196 -29%
TC
256
Trust Company
Kansas
$1.1M +$19.2K +494 +2%
CPG
257
Cornerstone Planning Group
New Jersey
$1.09M +$2.49K +64 +0.2%
HAS
258
HBW Advisory Services
California
$1.08M
LNC
259
Lincoln National Corp
Pennsylvania
$1.07M -$7.51K -193 -0.7%
FIM
260
Freedom Investment Management
Connecticut
$1.07M +$692K +17,784 +193%
MWM
261
Modera Wealth Management
New Jersey
$1.07M +$1.05M +26,950 New
GRP
262
Global Retirement Partners
California
$1.06M +$31K +796 +3%
BFG
263
Bleakley Financial Group
New Jersey
$1.05M +$27.4K +704 +3%
SW
264
Simplicity Wealth
New Jersey
$1.05M +$1.04M +26,652 New
WCM
265
Winthrop Capital Management
Indiana
$1.02M -$17.8K -458 -2%
PFPT
266
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.02M +$456K +11,714 +84%
ABC
267
Associated Banc-Corp
Wisconsin
$980K +$33.7K +867 +4%
BWM
268
BCS Wealth Management
Tennessee
$975K +$31.3K +804 +3%
PFT
269
Providence First Trust
Arizona
$958K +$250K +6,440 +36%
CWM
270
Cornerstone Wealth Management
Missouri
$955K -$53K -1,362 -5%
FA
271
Forefront Analytics
Pennsylvania
$953K -$154K -3,947 -14%
SPC
272
Sigma Planning Corp
Michigan
$950K +$547K +14,071 +141%
SFA
273
Sequoia Financial Advisors
Ohio
$935K -$57.6K -1,482 -6%
DSN
274
D. Scott Neal
Kentucky
$908K -$9.72K -250 -1%
RCA
275
Ranch Capital Advisors
Florida
$902K +$7.54K +194 +0.9%

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.