We are live on ! Find out more
XLRE icon

State Street Real Estate Select Sector SPDR ETF

655 hedge funds and large institutions have $4.59B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 243 increasing their positions, 242 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

2.41% more ownership

Funds ownership: 73.73%76.14% (+2.4%)

1% more capital invested

Capital invested by funds: $4.54B → $4.59B (+$45.5M)

0% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 242

4% less funds holding

Funds holding: 683655 (-28)

25% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 87

80% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $82.6M

Holders
655
Holders Change
-28
Holders Change %
-4.1%
% of All Funds
9.46%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
65
Increased
243
Reduced
242
Closed
87
Calls
$16.7M
Puts
$82.6M
Net Calls
-$65.9M
Net Calls Change
-$47.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
301
Relative Value Partners Group
$737K +$723K +19,192 New
JWCA
302
J.W. Cole Advisors
Florida
$736K +$29.9K +793 +4%
DAS
303
Dynamic Advisor Solutions
Arizona
$732K +$129K +3,432 +22%
WWM
304
Waterway Wealth Management
Texas
$730K +$318K +8,438 +80%
ATPW
305
Ashton Thomas Private Wealth
Arizona
$723K -$868K -23,055 -55%
TB
306
Treynor Bancshares
Iowa
$723K -$19.9K -529 -3%
PCS
307
Personal CFO Solutions
New Jersey
$722K -$13.2K -350 -2%
MC
308
Martin & Co
Tennessee
$716K -$2.52K -67 -0.4%
WAS
309
WESPAC Advisors SoCal
California
$715K +$296K +7,862 +73%
UFAC
310
Urban Financial Advisory Corp
Illinois
$705K +$39.1K +1,037 +6%
BCP
311
Blue Chip Partners
Michigan
$704K +$96K +2,549 +16%
EAM
312
Empirical Asset Management
Massachusetts
$703K -$614K -16,295 -47%
KPWS
313
Kestra Private Wealth Services
Texas
$702K +$217K +5,769 +46%
FPAS
314
Focus Partners Advisor Solutions
Missouri
$701K -$4.71K -125 -0.7%
TIAA Trust, National Association
315
TIAA Trust, National Association
North Carolina
$697K +$119K +3,170 +21%
AWAP
316
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$690K +$22.4K +595 +3%
Bank of New York Mellon
317
Bank of New York Mellon
New York
$686K -$21.2K -564 -3%
HVIA
318
Hudson Valley Investment Advisors
New York
$675K -$34.7K -921 -5%
FNT
319
First National Trust
Pennsylvania
$674K -$54K -1,433 -8%
CW
320
Cooksen Wealth
Texas
$673K +$45.5K +1,208 +7%
Prudential Financial
321
Prudential Financial
New Jersey
$672K -$82.1K -2,181 -11%
DAS
322
Diversify Advisory Services
Utah
$666K +$25.4K +674 +4%
BRWA
323
B. Riley Wealth Advisors
Florida
$666K -$10.5K -280 -2%
AC
324
Abbrea Capital
California
$665K +$103K +2,735 +19%
BCM
325
Boltwood Capital Management
California
$662K -$72.8K -1,932 -10%

XLRE Hedge Fund Activity: Q2 2024 in Review

655 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2024, worth a combined $4.59B — up 1% from $4.54B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of XLRE and 65 opened new positions — a net loss of 22 holders — while 242 trimmed existing stakes and 243 added.

The largest buyer was Creative Planning, adding an estimated $111M. The largest seller was Capital Investment Advisors, cutting an estimated $31.3M.

  • 655 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2024, down from 683 in Q1 2024.
  • Funds reported $4.59B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2024, up 1% quarter-over-quarter.
  • 65 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2024 and 87 closed out, a net change of -22 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2024 was Creative Planning, an estimated $111M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2024 was Capital Investment Advisors, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2024.