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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
SB
276
Simmons Bank
Arkansas
$895K -$6.5K -167 -0.7%
MS
277
Maven Securities
Jersey
$888K +$874K +22,471 New
NCM
278
Novare Capital Management
North Carolina
$883K -$226K -5,810 -21%
TCM
279
Triumph Capital Management
Colorado
$881K +$882K +22,671 New
JIR
280
James Investment Research
Ohio
$878K -$39.5K -1,015 -4%
ORC
281
O'Rourke & Company
Massachusetts
$874K +$276K +7,089 +47%
MGIA
282
Moneta Group Investment Advisors
Missouri
$870K -$38.7K -995 -4%
PBK
283
Peoples Bank (Kansas)
Kansas
$868K -$325K -8,345 -28%
CCAL
284
City Center Advisors LLC
Michigan
$861K +$847K +21,777 New
HHRDM
285
H&H Retirement Design & Management
Nevada
$856K -$95.8K -2,463 -9%
VWA
286
Visionary Wealth Advisors
Illinois
$852K +$53.2K +1,368 +7%
MFG
287
Magnus Financial Group
New York
$849K +$9.8K +252 +1%
FWCM
288
Ferguson Wellman Capital Management
Oregon
$844K +$397K +10,220 +92%
BS
289
Banco Santander
Spain
$837K
SFS
290
Sowell Financial Services
Arkansas
$835K -$28K -720 -3%
WAP
291
Wealthcare Advisory Partners
Pennsylvania
$832K -$393K -10,100 -32%
JHCP
292
Jackson Hole Capital Partners
Oklahoma
$816K +$13.2K +339 +2%
KIG
293
Kessler Investment Group
Indiana
$815K +$510K +13,102 +174%
Fidelity International
294
Fidelity International
Bermuda
$815K -$3.11K -80 -0.4%
FW
295
Fairway Wealth
Ohio
$811K +$32.9K +847 +4%
PS
296
Principal Securities
Iowa
$808K +$157K +4,036 +25%
QCM
297
Quantinno Capital Management
New York
$798K +$786K +20,198 New
CAM
298
Carret Asset Management
New York
$783K -$11.7K -300 -1%
Prudential Financial
299
Prudential Financial
New Jersey
$778K +$125K +3,220 +20%
SSWM
300
Sheets Smith Wealth Management
North Carolina
$774K +$49.5K +1,274 +7%

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.