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State Street Real Estate Select Sector SPDR ETF

742 hedge funds and large institutions have $6.39B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 291 increasing their positions, 214 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 53

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

39% more capital invested

Capital invested by funds: $4.59B → $6.39B (+$1.81B)

36% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 214

13% more funds holding

Funds holding: 655742 (+87)

2.87% more ownership

Funds ownership: 76.14%79.01% (+2.9%)

84% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $194M

Holders
742
Holders Change
+87
Holders Change %
+13.28%
% of All Funds
10.65%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.24%
New
146
Increased
291
Reduced
214
Closed
53
Calls
$31.4M
Puts
$194M
Net Calls
-$162M
Net Calls Change
-$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
326
Sigma Planning Corp
Michigan
$1.01M +$128K +3,039 +15%
MGIA
327
Moneta Group Investment Advisors
Missouri
$1.01M -$22.7K -538 -2%
Bank of New York Mellon
328
Bank of New York Mellon
New York
$1.01M +$196K +4,653 +26%
FA
329
Forefront Analytics
Pennsylvania
$999K +$6.49K +154 +0.7%
CTC
330
Central Trust Company
Missouri
$999K +$456K +10,816 +94%
HVIA
331
Hudson Valley Investment Advisors
New York
$995K +$225K +5,334 +31%
BBL
332
Beck Bode LLC
Massachusetts
$992K -$543K -12,887 -37%
Envestnet Portfolio Solutions
333
Envestnet Portfolio Solutions
Illinois
$980K +$354K +8,405 +62%
JIR
334
James Investment Research
Ohio
$976K -$11.5K -274 -1%
SMWM
335
Silvia McColl Wealth Management
California
$971K +$88.9K +2,110 +11%
JWCA
336
J.W. Cole Advisors
Florida
$959K +$97.3K +2,310 +12%
SFA
337
Sequoia Financial Advisors
Ohio
$955K -$13.4K -317 -1%
BWM
338
BCS Wealth Management
Tennessee
$949K -$75.4K -1,790 -8%
LWM
339
Lionsbridge Wealth Management
Florida
$946K +$893K +21,182 New
YIH
340
Y-Intercept (HK)
Hong Kong
$932K +$325K +7,718 +59%
WP
341
WealthShield Partners
North Carolina
$931K +$794K +18,839 +936%
Cerity Partners
342
Cerity Partners
New York
$920K +$868K +20,600 New
FPAS
343
Focus Partners Advisor Solutions
Missouri
$906K +$85.4K +2,026 +11%
TW
344
TrinityPoint Wealth
Connecticut
$900K +$849K +20,155 New
TPW
345
Talon Private Wealth
Florida
$892K +$841K +19,963 New
AWM
346
Axxcess Wealth Management
California
$892K -$321K -7,608 -28%
JHCP
347
Jackson Hole Capital Partners
Oklahoma
$888K -$29.6K -702 -3%
WWM
348
Waterway Wealth Management
Texas
$887K +$35.4K +839 +4%
SSWM
349
Sheets Smith Wealth Management
North Carolina
$885K
PFA
350
Pinnacle Family Advisors
Missouri
$882K +$832K +19,755 New

XLRE Hedge Fund Activity: Q3 2024 in Review

742 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2024, worth a combined $6.39B — up 39% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new XLRE positions and 53 closed out — a net gain of 93 holders — while 291 added to existing stakes and 214 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $209M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $67M sold.

  • 742 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2024, up from 655 in Q2 2024.
  • Funds reported $6.39B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2024, up 39% quarter-over-quarter.
  • 146 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2024 and 53 closed out, a net change of +93 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2024 was Squarepoint, an estimated $209M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $67M sold.

Based on aggregated 13F filings for Q3 2024.