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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
RFA
276
RTD Financial Advisors
Pennsylvania
$1.3M -$3.37M -77,892 -71%
SCA
277
Stillwater Capital Advisors
Pennsylvania
$1.3M +$45.3K +1,048 +3%
TC
278
Trust Company
Kansas
$1.29M +$96.9K +2,240 +8%
CC
279
Callan Capital
California
$1.27M -$59.6K -1,378 -4%
PIMG
280
Patriot Investment Management Group
Tennessee
$1.25M +$36.9K +852 +3%
CPG
281
Cornerstone Planning Group
New Jersey
$1.25M +$909 +21 +0.1%
WANY
282
Wealthspire Advisors (New York)
New York
$1.24M -$207K -4,773 -14%
US Bancorp
283
US Bancorp
Minnesota
$1.24M -$173K -3,999 -12%
Mercer Global Advisors
284
Mercer Global Advisors
Colorado
$1.24M +$38K +878 +3%
BAM
285
Belpointe Asset Management
Nevada
$1.22M -$672K -15,520 -36%
William Blair & Company
286
William Blair & Company
Illinois
$1.22M -$18.6K -430 -1%
OAM
287
Oppenheimer Asset Management
New York
$1.21M +$1.29M +29,712 New
QFA
288
Quattro Financial Advisors
Texas
$1.21M +$1.26M +29,148 New
PSF
289
Pacific Sun Financial
California
$1.2M +$151K +3,494 +13%
BFG
290
Bleakley Financial Group
New Jersey
$1.2M +$90.4K +2,089 +8%
CAM
291
Cresset Asset Management
Illinois
$1.19M -$983K -22,727 -44%
SB
292
Simmons Bank
Arkansas
$1.19M +$285K +6,588 +29%
TCOO
293
Trust Company of Oklahoma
Oklahoma
$1.19M +$1.17K +27 +0.1%
ORC
294
O'Rourke & Company
Massachusetts
$1.19M +$135K +3,127 +12%
Bank of Nova Scotia
295
Bank of Nova Scotia
Ontario, Canada
$1.17M -$3.85M -89,080 -76%
CCB
296
Country Club Bank
Missouri
$1.15M +$119K +2,747 +11%
AWM
297
Axxcess Wealth Management
California
$1.14M +$352K +8,139 +41%
VWA
298
Visionary Wealth Advisors
Illinois
$1.14M -$775K -17,902 -39%
Cerity Partners
299
Cerity Partners
New York
$1.13M +$316K +7,292 +35%
KAS
300
Kestra Advisory Services
Texas
$1.12M -$87.5K -2,021 -7%

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.