We are live on ! Find out more
XLRE icon

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
GKWIM
276
Gerber Kawasaki Wealth & Investment Management
California
$900K -$1.49M -41,424 -65%
SFS
277
Sowell Financial Services
Arkansas
$875K +$785K +21,849 New
DFCM
278
Dark Forest Capital Management
Puerto Rico
$867K -$2.85M -79,415 -79%
MFG
279
Magnus Financial Group
New York
$850K -$9.16K -255 -1%
BS
280
Banco Santander
Spain
$848K -$59.5K -1,658 -7%
DAS
281
Dynamic Advisor Solutions
Arizona
$841K -$32.6K -907 -4%
Fidelity International
282
Fidelity International
Bermuda
$829K -$94.7K -2,637 -11%
FFN
283
Focus Financial Network
Minnesota
$829K +$10.3K +287 +1%
KF
284
Krilogy Financial
Missouri
$828K +$135K +3,770 +22%
BCM
285
Boltwood Capital Management
California
$821K -$35.2K -981 -5%
RWA
286
River Wealth Advisors
Pennsylvania
$816K -$106K -2,959 -13%
JHCP
287
Jackson Hole Capital Partners
Oklahoma
$813K +$54.6K +1,521 +8%
TB
288
Treynor Bancshares
Iowa
$813K -$146K -4,075 -17%
VWA
289
Visionary Wealth Advisors
Illinois
$809K -$38.7K -1,077 -5%
FMC
290
First Merchants Corp
Indiana
$807K -$431K -11,996 -37%
CAM
291
Carret Asset Management
New York
$806K -$1.22K -34 -0.2%
FA
292
FDx Advisors
Illinois
$799K +$379K +10,563 +113%
FW
293
Fairway Wealth
Ohio
$788K +$707K +19,680 New
CW
294
CreativeOne Wealth
Kansas
$786K +$462K +12,864 +190%
CAC
295
Core Alternative Capital
Georgia
$784K -$2.05M -57,029 -74%
VWM
296
Venturi Wealth Management
Texas
$770K +$88.4K +2,461 +15%
Simplex Trading
297
Simplex Trading
Illinois
$768K +$689K +19,178 New
MC
298
Martin & Co
Tennessee
$767K -$33.2K -924 -5%
WIC
299
Woodmont Investment Counsel
Tennessee
$764K -$601K -16,730 -47%
FFS
300
Founders Financial Securities
Maryland
$763K +$359 +10 +0.1%

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.