We are live on ! Find out more
XLRE icon

State Street Real Estate Select Sector SPDR ETF

592 hedge funds and large institutions have $2.95B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 207 increasing their positions, 226 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 58

1% more funds holding

Funds holding: 586592 (+6)

0.43% less ownership

Funds ownership: 64.24%63.81% (-0.43%)

2% less capital invested

Capital invested by funds: $3B → $2.95B (-$50M)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 226

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

38% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $21.9M

Holders
592
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
9.3%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
72
Increased
207
Reduced
226
Closed
58
Calls
$13.7M
Puts
$21.9M
Net Calls
-$8.21M
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
Comprehensive Wealth Management
Washington
$441K +$41.1K +1,115 +11%
BWM
327
Birchcreek Wealth Management
Ohio
$436K +$126K +3,413 +42%
RIA
328
Realta Investment Advisors
Delaware
$433K -$118K -3,201 -22%
AGM
329
Alpine Global Management
New York
$433K +$423K +11,477 New
ACP
330
Aveo Capital Partners
Colorado
$431K -$104K -2,807 -20%
WAS
331
Wealth Advisory Solutions
Indiana
$431K +$13.4K +362 +3%
CA
332
CoreCap Advisors
Michigan
$431K +$421K +11,424 New
Prudential Financial
333
Prudential Financial
New Jersey
$430K -$34.7K -942 -8%
KHLMVGHM
334
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$428K
CAMV
335
Concord Asset Management (Virginia)
Virginia
$424K +$170K +4,597 +69%
KF
336
Krilogy Financial
Missouri
$420K +$19.4K +526 +5%
VPP
337
Vertex Planning Partners
Illinois
$419K +$28.2K +765 +7%
CWM
338
Cranbrook Wealth Management
Michigan
$419K -$21.8K -590 -5%
IW
339
Imprint Wealth
South Carolina
$419K +$47K +1,274 +13%
CS
340
Comerica Securities
Michigan
$410K +$590 +16 +0.1%
PFPT
341
Pinnacle Financial Partners (Tennessee)
Tennessee
$410K +$46.5K +1,261 +13%
AWE
342
Avidian Wealth Enterprises
Texas
$409K -$2.54M -68,943 -86%
MPCL
343
My Personal CFO LLC
Washington
$407K +$398K +10,798 New
RWA
344
Roberts Wealth Advisors
California
$403K -$31.6K -857 -7%
CCA
345
Conservest Capital Advisors
Pennsylvania
$401K +$3.87K +105 +1%
DADC
346
D.A. Davidson & Co
Montana
$399K +$61.2K +1,659 +19%
FPGK
347
Financial Partners Group (Kansas)
Kansas
$394K +$9.37K +254 +2%
Thrivent Financial for Lutherans
348
Thrivent Financial for Lutherans
Minnesota
$392K -$560K -15,191 -59%
RC
349
Roundview Capital
New Jersey
$388K +$148 +4 +0%
RC
350
Rovin Capital
Arizona
$386K +$21.5K +583 +6%

XLRE Hedge Fund Activity: Q2 2023 in Review

592 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2023, worth a combined $2.95B — down 1.7% from $3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLRE positions and 58 closed out — a net gain of 14 holders — while 207 added to existing stakes and 226 trimmed.

The largest buyer was Creative Planning, adding an estimated $170M. The largest seller was Bank of America, cutting an estimated $213M.

  • 592 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2023, up from 586 in Q1 2023.
  • Funds reported $2.95B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 72 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2023 and 58 closed out, a net change of +14 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2023 was Creative Planning, an estimated $170M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2023 was Bank of America, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.