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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
GJIA
351
Glass Jacobson Investment Advisors
Maryland
$531K +$25.4K +675 +5%
HCC
352
Hirtle Callaghan & Co
Pennsylvania
$530K -$565 -15 -0.1%
BF
353
BOK Financial
Oklahoma
$529K
LCWP
354
Legacy Capital Wealth Partners
Arkansas
$526K +$516K +13,698 New
MCM
355
MontVue Capital Management
Virginia
$526K +$7.8K +207 +2%
RW
356
RVW Wealth
California
$521K -$553K -14,673 -52%
Envestnet Portfolio Solutions
357
Envestnet Portfolio Solutions
Illinois
$520K -$46.9K -1,246 -8%
Jones Financial Companies
358
Jones Financial Companies
Missouri
$519K +$383K +10,162 +304%
YIH
359
Y-Intercept (HK)
Hong Kong
$505K +$279K +7,408 +129%
SSA
360
Schonfeld Strategic Advisors
New York
$501K +$491K +13,036 New
CA
361
CoreCap Advisors
Michigan
$499K -$2.83M -75,133 -85%
TYCC
362
Texas Yale Capital Corp
Florida
$495K
H
363
HoyleCohen
California
$494K +$6.78K +180 +1%
N
364
Natixis
France
$492K -$3.2K -85 -0.7%
KIG
365
Kessler Investment Group
Indiana
$491K -$295K -7,832 -38%
CIA
366
Concurrent Investment Advisors
Florida
$475K -$34.7K -920 -7%
FFL
367
Financial Freedom LLC
Ohio
$472K -$119K -3,159 -20%
HNB
368
Huntington National Bank
Ohio
$471K
AWM
369
Avitas Wealth Management
California
$471K +$4.14K +110 +0.9%
Thrivent Financial for Lutherans
370
Thrivent Financial for Lutherans
Minnesota
$467K -$1.09M -28,857 -70%
UCFA
371
United Capital Financial Advisors
Texas
$466K -$58.4K -1,550 -11%
TNAM
372
Terra Nova Asset Management
New York
$464K +$377 +10 +0.1%
SIGI
373
Susquehanna International Group (Ireland)
Ireland
$461K +$452K +11,992 New
AWM
374
Atticus Wealth Management
Florida
$458K +$18K +478 +4%
OFS
375
Orrstown Financial Services
Pennsylvania
$455K +$37.7K +1,000 +9%

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.