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State Street Real Estate Select Sector SPDR ETF

742 hedge funds and large institutions have $6.39B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 291 increasing their positions, 214 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 53

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

39% more capital invested

Capital invested by funds: $4.59B → $6.39B (+$1.81B)

36% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 214

13% more funds holding

Funds holding: 655742 (+87)

2.87% more ownership

Funds ownership: 76.14%79.01% (+2.9%)

84% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $194M

Holders
742
Holders Change
+87
Holders Change %
+13.28%
% of All Funds
10.65%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.24%
New
146
Increased
291
Reduced
214
Closed
53
Calls
$31.4M
Puts
$194M
Net Calls
-$162M
Net Calls Change
-$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
251
Advisory Services Network
Georgia
$1.73M
PFPT
252
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.72M +$126K +3,001 +8%
JFG
253
Jefferies Financial Group
New York
$1.69M -$211K -5,000 -12%
RFWA
254
RPg Family Wealth Advisory
Massachusetts
$1.69M +$116K +2,763 +8%
PWA
255
Primoris Wealth Advisors
Florida
$1.68M +$1.58M +37,600 New
AFG
256
Atomi Financial Group
New York
$1.68M +$1.1M +26,014 +226%
AIM
257
Astor Investment Management
Illinois
$1.66M -$9.95M -236,234 -86%
SCA
258
Scott Capital Advisors
Oregon
$1.66M +$27.3K +648 +2%
LA
259
LexAurum Advisors
Kansas
$1.63M -$22.1K -525 -1%
CWM
260
Collaborative Wealth Management
Florida
$1.63M -$34.7K -824 -2%
TFA
261
Transamerica Financial Advisors
Florida
$1.63M +$1.53M +36,405 New
ARMT
262
Amica Retiree Medical Trust
Rhode Island
$1.62M +$1.53M +36,339 New
HWM
263
Horizons Wealth Management
North Carolina
$1.6M -$19.5K -462 -1%
WANY
264
Wealthspire Advisors (New York)
New York
$1.58M -$458K -10,869 -24%
AWA
265
Arete Wealth Advisors
Illinois
$1.57M +$1.5M +35,512 New
TIAA Trust, National Association
266
TIAA Trust, National Association
North Carolina
$1.57M +$716K +16,982 +94%
Balyasny Asset Management
267
Balyasny Asset Management
Illinois
$1.57M -$1.13M -26,935 -43%
RWPA
268
Richard W. Paul & Associates
Michigan
$1.56M +$6.99K +166 +0.5%
PCMM
269
Piedmont Capital Management (Montana)
Montana
$1.55M +$1.47M +34,803 New
US Bancorp
270
US Bancorp
Minnesota
$1.54M +$52K +1,235 +4%
ATPW
271
Ashton Thomas Private Wealth
Arizona
$1.5M +$624K +14,801 +79%
WAS
272
WESPAC Advisors SoCal
California
$1.49M +$624K +14,813 +80%
BA
273
Ballast Advisors
Minnesota
$1.47M +$31.3K +743 +2%
CC
274
Callan Capital
California
$1.46M -$51.4K -1,221 -4%
ZIG
275
Zuckerman Investment Group
Illinois
$1.44M +$8.09K +192 +0.6%

XLRE Hedge Fund Activity: Q3 2024 in Review

742 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2024, worth a combined $6.39B — up 39% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new XLRE positions and 53 closed out — a net gain of 93 holders — while 291 added to existing stakes and 214 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $209M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $67M sold.

  • 742 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2024, up from 655 in Q2 2024.
  • Funds reported $6.39B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2024, up 39% quarter-over-quarter.
  • 146 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2024 and 53 closed out, a net change of +93 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2024 was Squarepoint, an estimated $209M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $67M sold.

Based on aggregated 13F filings for Q3 2024.