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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
CCAL
276
City Center Advisors LLC
Michigan
$1.43M +$435K +10,313 +47%
CIA
277
Concurrent Investment Advisors
Florida
$1.43M +$828K +19,652 +159%
SC
278
Sykon Capital
New York
$1.42M +$1.34M +31,688 New
SCA
279
Stillwater Capital Advisors
Pennsylvania
$1.38M -$8.13K -193 -0.6%
KF
280
Krilogy Financial
Missouri
$1.38M +$319K +7,578 +33%
FIM
281
Freedom Investment Management
Connecticut
$1.35M +$457K +10,851 +56%
Bank of Montreal
282
Bank of Montreal
Ontario, Canada
$1.35M +$435K +10,323 +51%
William Blair & Company
283
William Blair & Company
Illinois
$1.35M +$353K +8,367 +38%
PIMG
284
Patriot Investment Management Group
Tennessee
$1.33M +$37K +879 +3%
FCA
285
Fortis Capital Advisors
Kansas
$1.32M +$1.25M +29,651 New
KAS
286
Kestra Advisory Services
Texas
$1.32M -$596K -14,146 -32%
TC
287
Trust Company
Kansas
$1.32M +$62K +1,471 +5%
DS
288
DRW Securities
Illinois
$1.31M +$1M +23,841 +430%
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$1.31M +$52K +1,234 +4%
TCOO
290
Trust Company of Oklahoma
Oklahoma
$1.31M +$36.4K +864 +3%
CPG
291
Cornerstone Planning Group
New Jersey
$1.3M +$7.79K +185 +0.6%
PTC
292
Private Trust Company
Ohio
$1.29M +$177K +4,201 +17%
Kovitz Investment Group Partners
293
Kovitz Investment Group Partners
Illinois
$1.28M +$954K +22,641 +372%
ZIG
294
Zullo Investment Group
Pennsylvania
$1.24M -$9.02K -214 -0.8%
FWM
295
Foguth Wealth Management
Michigan
$1.23M -$97.1K -2,305 -8%
SAW
296
Signal Advisors Wealth
Michigan
$1.22M +$1.15M +27,385 New
BFG
297
Bleakley Financial Group
New Jersey
$1.22M +$23.5K +557 +2%
LCM
298
Lunt Capital Management
Utah
$1.2M +$1.14M +26,952 New
MWM
299
Modera Wealth Management
New Jersey
$1.19M -$11.2K -266 -1%
PWM
300
Perigon Wealth Management
California
$1.18M +$699K +16,590 +168%

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.