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State Street Real Estate Select Sector SPDR ETF

588 hedge funds and large institutions have $2.72B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 200

2.5% more ownership

Funds ownership: 63.81%66.31% (+2.5%)

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

1% less funds holding

Funds holding: 592588 (-4)

8% less capital invested

Capital invested by funds: $2.95B → $2.72B (-$232M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

29% less call options, than puts

Call options by funds: $17.6M | Put options by funds: $24.9M

Holders
588
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
9.33%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
71
Increased
221
Reduced
200
Closed
69
Calls
$17.6M
Puts
$24.9M
Net Calls
-$7.25M
Net Calls Change
+$957K
Name Holding Trade Value Shares
Change
Change in
Stake
HT
351
HAP Trading
New York
$368K +$400K +10,796 New
CCA
352
Conservest Capital Advisors
Pennsylvania
$366K +$3.29K +89 +0.8%
PAI
353
Pittenger & Anderson Inc
Nebraska
$365K +$396K +10,700 New
WCG
354
Wall Capital Group
Arizona
$361K -$379K -10,234 -49%
Thrivent Financial for Lutherans
355
Thrivent Financial for Lutherans
Minnesota
$355K -$148 -4 -0%
MPCL
356
My Personal CFO LLC
Washington
$350K -$19.7K -532 -5%
IAN
357
Integrated Advisors Network
Texas
$345K +$150K +4,064 +67%
SW
358
SVB Wealth
Massachusetts
$345K +$3.33K +90 +0.9%
RC
359
Roundview Capital
New Jersey
$344K -$7.29K -197 -2%
HGERS
360
Householder Group Estate & Retirement Specialist
Arizona
$339K +$368K +9,956 New
SC
361
Solstein Capital
California
$335K -$9.07K -245 -2%
LWANC
362
Laurel Wealth Advisors (North Carolina)
North Carolina
$334K +$78.3K +2,116 +28%
SWM
363
Stockman Wealth Management
Montana
$331K +$51.2K +1,383 +17%
FLPIM
364
F.L. Putnam Investment Management
Massachusetts
$329K +$357K +9,645 New
FHA
365
First Horizon Advisors
Tennessee
$328K +$19.8K +535 +6%
WEG
366
World Equity Group
Illinois
$328K +$55.7K +1,504 +11%
GT
367
Glenmede Trust
Pennsylvania
$325K +$222K +6,000 +169%
IAM
368
Innovis Asset Management
Illinois
$322K +$5.14K +139 +1%
FA
369
FDx Advisors
Illinois
$320K +$347K +9,381 New
CWM
370
Chesapeake Wealth Management
Virginia
$317K +$13K +352 +4%
KWM
371
Keebeck Wealth Management
Illinois
$317K -$159K -4,310 -32%
UAS
372
United Asset Strategies
New York
$314K +$341K +9,224 New
Bank of New York Mellon
373
Bank of New York Mellon
New York
$314K -$22.6K -610 -6%
GFA
374
Gallagher Fiduciary Advisors
Illinois
$313K +$36.9K +996 +12%
FPGK
375
Financial Partners Group (Kansas)
Kansas
$311K -$54.7K -1,479 -14%

XLRE Hedge Fund Activity: Q3 2023 in Review

588 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2023, worth a combined $2.72B — down 7.9% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new XLRE positions and 69 closed out — a net gain of 2 holders — while 221 added to existing stakes and 200 trimmed.

The largest buyer was Creative Planning, adding an estimated $144M. The largest seller was Millennium Management, cutting an estimated $38.2M.

  • 588 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2023, down from 592 in Q2 2023.
  • Funds reported $2.72B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2023, down 7.9% quarter-over-quarter.
  • 71 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2023 and 69 closed out, a net change of +2 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2023 was Creative Planning, an estimated $144M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2023 was Millennium Management, an estimated $38.2M sold.

Based on aggregated 13F filings for Q3 2023.