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State Street Real Estate Select Sector SPDR ETF

683 hedge funds and large institutions have $4.54B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 221

19% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 74

4% more capital invested

Capital invested by funds: $4.36B → $4.54B (+$184M)

1% more funds holding

Funds holding: 678683 (+5)

2.13% less ownership

Funds ownership: 75.87%73.73% (-2.1%)

54% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $35M

56% less funds holding in top 10

Funds holding in top 10: 167 (-9)

Holders
683
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.84%
Holding in Top 10
7
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-56.25%
% of All Funds
0.1%
New
88
Increased
273
Reduced
221
Closed
74
Calls
$16.2M
Puts
$35M
Net Calls
-$18.8M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
326
Robertson Stephens Wealth Management
California
$651K +$303K +7,785 +90%
PFA
327
Pinnacle Family Advisors
Missouri
$648K +$638K +16,398 New
DAS
328
Diversify Advisory Services
Utah
$648K +$649K +16,678 New
BCM
329
Brookstone Capital Management
Illinois
$646K +$80.9K +2,080 +15%
CW
330
Cooksen Wealth
Texas
$645K +$76.7K +1,971 +14%
CS
331
Credit Suisse
Switzerland
$642K +$632K +16,243 New
WIC
332
Woodmont Investment Counsel
Tennessee
$642K -$110K -2,838 -15%
CI
333
Clal Insurance
Israel
$632K
BCP
334
Blue Chip Partners
Michigan
$623K -$78.9K -2,029 -11%
DAS
335
Dynamic Advisor Solutions
Arizona
$617K -$225K -5,797 -27%
CFO
336
Colony Family Offices
North Carolina
$613K
IMC Chicago
337
IMC Chicago
Illinois
$612K +$603K +15,493 New
FFL
338
Financial Freedom LLC
Ohio
$611K -$729K -18,740 -55%
TWA
339
Talisman Wealth Advisors
New Jersey
$610K +$190K +4,878 +46%
CNBT
340
Cornerstone National Bank & Trust
Illinois
$608K +$60.2K +1,547 +11%
CTC
341
Central Trust Company
Missouri
$607K -$39.7K -1,021 -6%
HIM
342
Harbour Investment Management
Washington
$601K -$74.3K -1,910 -11%
BRWA
343
B. Riley Wealth Advisors
Florida
$600K +$81.9K +2,105 +14%
SR
344
Syntax Research
Florida
$598K +$2.45K +63 +0.4%
Cerity Partners
345
Cerity Partners
New York
$596K +$286K +7,365 +96%
WS
346
Wedbush Securities
California
$592K -$1.83M -46,959 -76%
TIAA Trust, National Association
347
TIAA Trust, National Association
North Carolina
$592K -$30K -772 -5%
RWA
348
River Wealth Advisors
Pennsylvania
$592K -$210K -5,400 -27%
Envestnet Portfolio Solutions
349
Envestnet Portfolio Solutions
Illinois
$584K +$34.4K +885 +6%
SXL
350
Summit X LLC
Missouri
$583K +$574K +14,748 New

XLRE Hedge Fund Activity: Q1 2024 in Review

683 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2024, worth a combined $4.54B — up 4.2% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new XLRE positions and 74 closed out — a net gain of 14 holders — while 273 added to existing stakes and 221 trimmed.

The largest buyer was Bank of America, adding an estimated $331M. The largest seller was Morgan Stanley, cutting an estimated $190M.

  • 683 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2024, up from 678 in Q4 2023.
  • Funds reported $4.54B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 88 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2024 and 74 closed out, a net change of +14 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2024 was Bank of America, an estimated $331M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2024.