We are live on ! Find out more
XLRE icon

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
HNB
351
Huntington National Bank
Ohio
$557K
Envestnet Portfolio Solutions
352
Envestnet Portfolio Solutions
Illinois
$557K +$64.3K +1,790 +15%
AC
353
Abbrea Capital
California
$555K -$53.9K -1,501 -10%
CNBT
354
Cornerstone National Bank & Trust
Illinois
$555K -$12K -333 -2%
HCC
355
Hirtle Callaghan & Co
Pennsylvania
$553K +$238K +6,630 +92%
BF
356
BOK Financial
Oklahoma
$552K -$180K -5,000 -27%
FUBT
357
First United Bank & Trust
Maryland
$551K -$42.6K -1,185 -8%
SW
358
Signify Wealth
Missouri
$549K +$220K +6,132 +81%
GSEP
359
Golden State Equity Partners
California
$544K +$31.7K +884 +7%
AFG
360
Atomi Financial Group
New York
$539K +$483K +13,447 New
IAN
361
Integrated Advisors Network
Texas
$535K +$115K +3,204 +32%
MCM
362
MontVue Capital Management
Virginia
$534K +$479K +13,340 New
Tudor Investment Corp
363
Tudor Investment Corp
Connecticut
$526K +$472K +13,140 New
SAG
364
SageView Advisory Group
California
$522K -$1.12M -31,318 -70%
TYCC
365
Texas Yale Capital Corp
Florida
$516K
AWM
366
Atticus Wealth Management
Florida
$515K -$204K -5,680 -31%
OAM
367
Oppenheimer Asset Management
New York
$511K +$458K +12,757 New
WAM
368
Weinberger Asset Management
California
$503K -$474K -13,213 -51%
BB
369
Burford Brothers
Texas
$498K +$446K +12,426 New
AWM
370
Avitas Wealth Management
California
$493K +$187K +5,220 +74%
H
371
HoyleCohen
California
$492K +$51.5K +1,434 +13%
N
372
Natixis
France
$487K +$10.3K +287 +2%
WAS
373
Wealth Advisory Solutions
Indiana
$486K -$428K -11,923 -50%
DLCIG
374
D.L. Carlson Investment Group
New Hampshire
$479K +$444K +12,354 New
SIA
375
Soltis Investment Advisors
Utah
$473K +$424K +11,804 New

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.