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State Street Real Estate Select Sector SPDR ETF

655 hedge funds and large institutions have $4.59B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 243 increasing their positions, 242 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

2.41% more ownership

Funds ownership: 73.73%76.14% (+2.4%)

1% more capital invested

Capital invested by funds: $4.54B → $4.59B (+$45.5M)

0% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 242

4% less funds holding

Funds holding: 683655 (-28)

25% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 87

80% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $82.6M

Holders
655
Holders Change
-28
Holders Change %
-4.1%
% of All Funds
9.46%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
65
Increased
243
Reduced
242
Closed
87
Calls
$16.7M
Puts
$82.6M
Net Calls
-$65.9M
Net Calls Change
-$47.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
326
Cascade Financial Partners
California
$649K +$105K +2,787 +20%
1WM
327
1900 Wealth Management
Texas
$633K +$621K +16,492 New
QCM
328
Quantinno Capital Management
New York
$628K -$145K -3,845 -19%
GT
329
Glenmede Trust
Pennsylvania
$628K +$249K +6,619 +68%
CL
330
COWA LLC
Oklahoma
$621K +$609K +16,162 New
MTWSIF
331
Mivtachim The Workers Social Insurance Fund
Israel
$615K -$15.1M -400,000 -96%
CI
332
Clal Insurance
Israel
$615K
CNBT
333
Cornerstone National Bank & Trust
Illinois
$615K +$23.2K +617 +4%
TWA
334
Talisman Wealth Advisors
New Jersey
$604K +$10.9K +289 +2%
FFS
335
Founders Financial Securities
Maryland
$599K +$177K +4,694 +43%
JF
336
JSF Financial
California
$597K +$585K +15,538 New
CFO
337
Colony Family Offices
North Carolina
$596K
SPIA
338
Steward Partners Investment Advisory
New York
$589K -$112K -2,985 -16%
TSWM
339
Triangle Securities Wealth Management
North Carolina
$576K +$564K +14,985 New
RSWM
340
Robertson Stephens Wealth Management
California
$573K -$59K -1,567 -10%
HAS
341
HBW Advisory Services
California
$568K -$455K -12,091 -45%
HIM
342
Harbour Investment Management
Washington
$568K -$15.8K -420 -3%
CIAS
343
Capital Investment Advisory Services
North Carolina
$565K +$190K +5,035 +52%
KFS
344
Kaizen Financial Strategies
California
$561K +$34.5K +917 +7%
Millennium Management
345
Millennium Management
New York
$560K -$11.7M -311,114 -96%
LWM
346
LongView Wealth Management
Georgia
$549K -$12.4K -328 -2%
WAM
347
Weinberger Asset Management
California
$539K +$51.1K +1,357 +11%
BB
348
Burford Brothers
Texas
$538K +$59.9K +1,590 +13%
BWM
349
Birchcreek Wealth Management
Ohio
$535K -$113K -3,006 -18%
NCM
350
Novare Capital Management
North Carolina
$534K -$318K -8,449 -38%

XLRE Hedge Fund Activity: Q2 2024 in Review

655 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2024, worth a combined $4.59B — up 1% from $4.54B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of XLRE and 65 opened new positions — a net loss of 22 holders — while 242 trimmed existing stakes and 243 added.

The largest buyer was Creative Planning, adding an estimated $111M. The largest seller was Capital Investment Advisors, cutting an estimated $31.3M.

  • 655 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2024, down from 683 in Q1 2024.
  • Funds reported $4.59B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2024, up 1% quarter-over-quarter.
  • 65 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2024 and 87 closed out, a net change of -22 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2024 was Creative Planning, an estimated $111M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2024 was Capital Investment Advisors, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2024.