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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
SPIA
301
Steward Partners Investment Advisory
New York
$761K -$47.4K -1,321 -7%
IFAM
302
Institutional & Family Asset Management
Colorado
$761K -$1.76K -49 -0.3%
FNT
303
First National Trust
Pennsylvania
$757K -$20.2K -562 -3%
WTG
304
West Tower Group
Virginia
$756K +$632K +17,612 +1,386%
LSPW
305
Lake Street Private Wealth
Illinois
$756K -$216K -6,003 -24%
HI
306
Horizon Investments
North Carolina
$748K -$1.51K -42 -0.2%
SMWM
307
Silvia McColl Wealth Management
California
$740K +$9.59K +267 +1%
DLHL
308
Donald L. Hagan LLC
Florida
$740K +$663K +18,465 New
SSWM
309
Sheets Smith Wealth Management
North Carolina
$733K -$53.4K -1,487 -8%
DI
310
DFPG Investments
Utah
$733K +$455K +12,665 +215%
LWM
311
LongView Wealth Management
Georgia
$724K +$658K +18,312 New
WCFA
312
Walkner Condon Financial Advisors
Wisconsin
$724K -$291K -8,090 -31%
JCM
313
Jacobi Capital Management
Pennsylvania
$719K +$116K +3,235 +22%
BCP
314
Blue Chip Partners
Michigan
$713K +$6.46K +180 +1%
PFT
315
Providence First Trust
Arizona
$713K +$18K +500 +3%
Jane Street
316
Jane Street
New York
$703K -$6.54M -182,135 -91%
UFAC
317
Urban Financial Advisory Corp
Illinois
$699K +$627K +17,450 New
FG
318
Fiduciary Group
Georgia
$699K +$391K +10,878 +166%
IF
319
Intrua Financial
Texas
$694K -$3.01M -83,794 -83%
JWCA
320
J.W. Cole Advisors
Florida
$687K +$616K +17,141 New
SWP
321
Stratos Wealth Partners
Ohio
$686K -$216K -6,003 -26%
HIM
322
Harbour Investment Management
Washington
$685K
MAS
323
Meeder Advisory Services
Ohio
$678K -$2.08K -58 -0.3%
BWM
324
Birchcreek Wealth Management
Ohio
$676K +$17.5K +488 +3%
HVIA
325
Hudson Valley Investment Advisors
New York
$675K +$62.4K +1,737 +11%

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.