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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
LWM
351
LongView Wealth Management
Georgia
$578K -$143K -3,685 -20%
AC
352
Abbrea Capital
California
$576K +$28.4K +729 +5%
SAW
353
Signal Advisors Wealth
Michigan
$564K +$147K +3,785 +36%
CAL
354
Capital Advisors Ltd
Ohio
$562K -$81.2K -2,088 -13%
ACA
355
Aptus Capital Advisors
Alabama
$560K +$245K +6,292 +80%
IPW
356
Intergy Private Wealth
Colorado
$554K -$68.3K -1,755 -11%
FWM
357
Foguth Wealth Management
Michigan
$553K +$544K +13,980 New
SIA
358
Soltis Investment Advisors
Utah
$550K +$81.9K +2,105 +18%
HNB
359
Huntington National Bank
Ohio
$549K
HCC
360
Hirtle Callaghan & Co
Pennsylvania
$546K
UCFA
361
United Capital Financial Advisors
Texas
$541K +$533K +13,695 New
EC
362
Estate Counselors
Wisconsin
$541K -$12.8M -328,250 -96%
PIWA
363
Prevail Innovative Wealth Advisors
Kansas
$538K +$311K +7,991 +142%
BF
364
BOK Financial
Oklahoma
$535K
MCM
365
MontVue Capital Management
Virginia
$533K +$5.48K +141 +1%
CFP
366
Cascade Financial Partners
California
$526K +$549K +14,118 New
CIA
367
Concurrent Investment Advisors
Florida
$526K -$87.9K -2,259 -15%
IAN
368
Integrated Advisors Network
Texas
$523K -$3.89K -100 -0.7%
GJIA
369
Glass Jacobson Investment Advisors
Maryland
$520K -$46.9K -1,205 -8%
MCM
370
MAI Capital Management
Ohio
$517K -$63.6K -1,635 -11%
N
371
Natixis
France
$510K +$29.1K +749 +6%
TYCC
372
Texas Yale Capital Corp
Florida
$509K
DLHL
373
Donald L. Hagan LLC
Florida
$506K -$220K -5,662 -31%
H
374
HoyleCohen
California
$502K +$15.6K +401 +3%
KFS
375
Kaizen Financial Strategies
California
$501K +$267K +6,863 +118%

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.