We are live on ! Find out more
XLRE icon

State Street Real Estate Select Sector SPDR ETF

763 hedge funds and large institutions have $5.38B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 283 increasing their positions, 253 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 99

12% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 253

3% more funds holding

Funds holding: 742763 (+21)

1.5% less ownership

Funds ownership: 79.01%77.51% (-1.5%)

16% less capital invested

Capital invested by funds: $6.39B → $5.38B (-$1.02B)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

81% less call options, than puts

Call options by funds: $34M | Put options by funds: $175M

Holders
763
Holders Change
+21
Holders Change %
+2.83%
% of All Funds
10.05%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
134
Increased
283
Reduced
253
Closed
99
Calls
$34M
Puts
$175M
Net Calls
-$141M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$1.64M -$5.24K -121 -0.3%
CB
252
Centennial Bank
Arkansas
$1.63M -$84.4K -1,950 -5%
CWM
253
Copia Wealth Management
Oregon
$1.57M +$1.67M +38,700 New
1C
254
111 Capital
France
$1.55M +$1.65M +38,197 New
GRP
255
Global Retirement Partners
California
$1.55M +$1.23M +28,531 +300%
CAS
256
CTC Alternative Strategies
Illinois
$1.52M +$1.62M +37,350 New
HWM
257
Horizons Wealth Management
North Carolina
$1.52M +$63.5K +1,467 +4%
TFA
258
Transamerica Financial Advisors
Florida
$1.5M +$22.8K +528 +1%
LA
259
LexAurum Advisors
Kansas
$1.48M -$5.45K -126 -0.3%
PCMM
260
Piedmont Capital Management (Montana)
Montana
$1.48M +$78.7K +1,818 +5%
ZIG
261
Zuckerman Investment Group
Illinois
$1.46M +$132K +3,042 +9%
CW
262
Channel Wealth
California
$1.45M -$513K -11,867 -25%
RWPA
263
Richard W. Paul & Associates
Michigan
$1.43M +$2.94K +68 +0.2%
SIM
264
Seaview Investment Managers
Florida
$1.43M -$719K -16,605 -32%
CWM
265
Collaborative Wealth Management
Florida
$1.41M -$79.2K -1,830 -5%
BA
266
Ballast Advisors
Minnesota
$1.4M +$65.4K +1,511 +5%
ACGA
267
Atlanta Consulting Group Advisors
Georgia
$1.39M -$849K -19,609 -36%
KF
268
Krilogy Financial
Missouri
$1.38M +$130K +3,006 +10%
CCS
269
Concentric Capital Strategies
Connecticut
$1.35M -$3.32M -76,651 -70%
Kovitz Investment Group Partners
270
Kovitz Investment Group Partners
Illinois
$1.34M +$181K +4,191 +15%
ARMT
271
Amica Retiree Medical Trust
Rhode Island
$1.34M -$148K -3,424 -9%
FTUS
272
Flow Traders U.S.
New York
$1.34M +$1.06M +24,505 +292%
BBA
273
BLB&B Advisors
Pennsylvania
$1.32M +$1.41M +32,472 New
SCA
274
Scott Capital Advisors
Oregon
$1.3M -$190K -4,380 -12%
ATPW
275
Ashton Thomas Private Wealth
Arizona
$1.3M -$73.3K -1,694 -5%

XLRE Hedge Fund Activity: Q4 2024 in Review

763 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2024, worth a combined $5.38B — down 16% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new XLRE positions and 99 closed out — a net gain of 35 holders — while 283 added to existing stakes and 253 trimmed.

The largest buyer was Creative Planning, adding an estimated $120M. The largest seller was Squarepoint, cutting an estimated $204M.

  • 763 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2024, up from 742 in Q3 2024.
  • Funds reported $5.38B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 134 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2024 and 99 closed out, a net change of +35 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2024 was Creative Planning, an estimated $120M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2024 was Squarepoint, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2024.