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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
PSF
301
Pacific Sun Financial
California
$1.17M -$76.4K -1,813 -6%
ORC
302
O'Rourke & Company
Massachusetts
$1.17M +$57.7K +1,370 +6%
RCA
303
Ranch Capital Advisors
Florida
$1.15M +$132K +3,143 +14%
CCB
304
Country Club Bank
Missouri
$1.14M +$73.5K +1,744 +7%
WAOTB
305
Wealth Advisors of Tampa Bay
Florida
$1.14M -$13.7K -325 -1%
CAAM
306
Cornerstone Advisors Asset Management
Pennsylvania
$1.13M +$1.06M +25,233 New
HHRDM
307
H&H Retirement Design & Management
Nevada
$1.11M +$36.4K +863 +4%
TSS
308
Two Sigma Securities
New York
$1.11M +$566K +13,432 +117%
RWP
309
RWA Wealth Partners
Massachusetts
$1.11M +$1.05M +24,854 New
PFT
310
Providence First Trust
Arizona
$1.1M +$16.9K +400 +2%
JGC
311
J. Goldman & Co
New York
$1.09M +$1.03M +24,395 New
MFG
312
Magnus Financial Group
New York
$1.08M +$124K +2,942 +14%
ABC
313
Associated Banc-Corp
Wisconsin
$1.08M -$2.65K -63 -0.3%
CAWM
314
Capital Advisors Wealth Management
Washington
$1.08M +$1.02M +24,091 New
FHA
315
Flagship Harbor Advisors
Massachusetts
$1.07M -$20.3M -482,305 -95%
AWM
316
Avior Wealth Management
Nebraska
$1.07M -$906K -21,497 -47%
CPP
317
Capasso Planning Partners
South Carolina
$1.07M +$1.01M +23,923 New
CWM
318
Cornerstone Wealth Management
Missouri
$1.07M +$7.67K +182 +0.8%
Qube Research & Technologies (QRT)
319
Qube Research & Technologies (QRT)
United Kingdom
$1.06M +$12.1K +286 +1%
CWM
320
Castle Wealth Management
Florida
$1.05M -$10.2K -243 -1%
KDA
321
Kraft Davis & Associates
Missouri
$1.05M +$1.01M +24,000 New
KPWS
322
Kestra Private Wealth Services
Texas
$1.03M +$206K +4,898 +27%
PS
323
Principal Securities
Iowa
$1.03M +$41.4K +982 +4%
MAS
324
Meeder Advisory Services
Ohio
$1.02M +$112K +2,665 +13%
SB
325
Simmons Bank
Arkansas
$1.02M -$15.8K -374 -2%

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.