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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
PPW
301
Pasadena Private Wealth
California
$1.12M +$1.19M +27,523 New
RCA
302
Ranch Capital Advisors
Florida
$1.11M +$64.3K +1,485 +6%
ZIG
303
Zullo Investment Group
Pennsylvania
$1.09M -$37.4K -865 -3%
HHRDM
304
H&H Retirement Design & Management
Nevada
$1.09M +$28.1K +649 +3%
MWM
305
Modera Wealth Management
New Jersey
$1.08M -$5.8K -134 -0.5%
EFS
306
Econ Financial Services
Pennsylvania
$1.08M +$1.14M +26,440 New
SFS
307
Sowell Financial Services
Arkansas
$1.07M +$300K +6,929 +36%
PCS
308
Personal CFO Solutions
New Jersey
$1.07M +$309K +7,138 +37%
FPW
309
Fairvoy Private Wealth
Alabama
$1.07M +$1.14M +26,332 New
FIA
310
Foundations Investment Advisors
Arizona
$1.06M +$462K +10,681 +69%
Focus Partners Wealth
311
Focus Partners Wealth
Massachusetts
$1.05M +$536K +12,381 +92%
Jones Financial Companies
312
Jones Financial Companies
Missouri
$1.04M +$364K +8,416 +49%
CAAM
313
Cornerstone Advisors Asset Management
Pennsylvania
$1.03M
WT
314
Whittier Trust
California
$1.02M +$642K +14,828 +143%
CTC
315
Central Trust Company
Missouri
$1.02M +$114K +2,624 +12%
WAOTB
316
Wealth Advisors of Tampa Bay
Florida
$1.01M -$27.3K -630 -2%
CFP
317
Cascade Financial Partners
California
$1.01M +$223K +5,156 +26%
MFG
318
Magnus Financial Group
New York
$998K +$16.2K +374 +2%
ABC
319
Associated Banc-Corp
Wisconsin
$990K +$9.48K +219 +0.9%
CWM
320
Cornerstone Wealth Management
Missouri
$988K +$19K +438 +2%
HVIA
321
Hudson Valley Investment Advisors
New York
$981K +$79.1K +1,827 +8%
AWM
322
Avior Wealth Management
Nebraska
$965K -$9.82K -227 -0.9%
KPWS
323
Kestra Private Wealth Services
Texas
$964K +$23.5K +543 +2%
USCWA
324
U.S. Capital Wealth Advisors
Texas
$946K +$598K +13,822 +146%
FG
325
Fiduciary Group
Georgia
$945K +$153K +3,529 +18%

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.