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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
WCM
251
Winthrop Capital Management
Indiana
$1.03M +$37.9K +1,006 +4%
BFG
252
Berger Financial Group
Minnesota
$1M -$1.25M -33,299 -56%
HHRDM
253
H&H Retirement Design & Management
Nevada
$994K +$23.5K +625 +3%
WAOTB
254
Wealth Advisors of Tampa Bay
Florida
$989K -$1.94M -51,593 -67%
OC
255
Oppenheimer & Co
New York
$988K -$197K -5,222 -17%
BCM
256
Brookstone Capital Management
Illinois
$979K +$285K +7,578 +46%
ORC
257
O'Rourke & Company
Massachusetts
$951K +$99.1K +2,632 +12%
HT
258
Headlands Technologies
Illinois
$950K +$569K +15,097 +157%
PTC
259
Private Trust Company
Ohio
$945K -$200K -5,308 -18%
FTIS
260
First Trust Investment Solutions
Florida
$935K -$167K -4,434 -15%
PFT
261
Providence First Trust
Arizona
$931K
ABC
262
Associated Banc-Corp
Wisconsin
$929K -$22.7K -604 -2%
MYIA
263
Mount Yale Investment Advisors
Colorado
$922K -$168K -4,473 -16%
CWM
264
Castle Wealth Management
Florida
$915K -$226K -6,005 -20%
CCB
265
Country Club Bank
Missouri
$915K -$760K -20,191 -46%
CWM
266
Cornerstone Wealth Management
Missouri
$909K -$18.4K -489 -2%
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
$903K -$2.08M -55,175 -70%
KF
268
Krilogy Financial
Missouri
$893K +$254K +6,755 +41%
MGIA
269
Moneta Group Investment Advisors
Missouri
$890K +$44.3K +1,176 +5%
SB
270
Simmons Bank
Arkansas
$889K +$18.5K +492 +2%
BWM
271
BCS Wealth Management
Tennessee
$884K -$61.9K -1,643 -7%
RIA
272
Realta Investment Advisors
Delaware
$871K +$615K +16,334 +258%
RCA
273
Ranch Capital Advisors
Florida
$868K -$9K -239 -1%
CCAL
274
City Center Advisors LLC
Michigan
$861K
FA
275
Forefront Analytics
Pennsylvania
$853K -$71.6K -1,900 -8%

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.