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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
TC
326
Telemus Capital
Michigan
$666K +$597K +16,635 New
AWAP
327
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$660K +$15.5K +431 +3%
Prudential Financial
328
Prudential Financial
New Jersey
$660K +$175K +4,873 +42%
PS
329
Principal Securities
Iowa
$657K +$589K +16,408 New
CTC
330
Central Trust Company
Missouri
$657K -$114K -3,188 -16%
CAL
331
Capital Advisors Ltd
Ohio
$653K -$115K -3,195 -16%
CI
332
Clal Insurance
Israel
$641K
TFA
333
Teamwork Financial Advisors
Texas
$634K +$569K +15,832 New
IPW
334
Intergy Private Wealth
Colorado
$632K -$471K -13,128 -45%
TIAA Trust, National Association
335
TIAA Trust, National Association
North Carolina
$631K -$278K -7,731 -33%
CIA
336
Concurrent Investment Advisors
Florida
$623K +$559K +15,557 New
BRWA
337
B. Riley Wealth Advisors
Florida
$622K -$75.6K -2,105 -12%
CFO
338
Colony Family Offices
North Carolina
$621K +$557K +15,507 New
CG
339
Cutler Group
California
$616K +$553K +15,400 New
SR
340
Syntax Research
Florida
$603K -$1.18M -32,998 -69%
ORC
341
O'Rourke & Company
Massachusetts
$602K +$36.5K +1,017 +7%
BCWM
342
Bartlett & Co Wealth Management
Ohio
$600K -$766K -21,340 -59%
BC
343
Bartlett & Co
Ohio
$600K -$766K -21,340 -59%
FPAS
344
Focus Partners Advisor Solutions
Missouri
$598K +$50.6K +1,410 +10%
FT
345
Fiduciary Trust
Massachusetts
$591K -$118K -3,285 -18%
MCM
346
MAI Capital Management
Ohio
$590K +$47.4K +1,321 +10%
GJIA
347
Glass Jacobson Investment Advisors
Maryland
$575K
CW
348
Cooksen Wealth
Texas
$574K +$515K +14,337 New
BCM
349
Brookstone Capital Management
Illinois
$572K +$33.8K +942 +7%
PFPT
350
Pinnacle Financial Partners (Tennessee)
Tennessee
$560K -$15.5K -431 -3%

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.