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State Street Real Estate Select Sector SPDR ETF

763 hedge funds and large institutions have $5.38B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 283 increasing their positions, 253 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 99

12% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 253

3% more funds holding

Funds holding: 742763 (+21)

1.5% less ownership

Funds ownership: 79.01%77.51% (-1.5%)

16% less capital invested

Capital invested by funds: $6.39B → $5.38B (-$1.02B)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

81% less call options, than puts

Call options by funds: $34M | Put options by funds: $175M

Holders
763
Holders Change
+21
Holders Change %
+2.83%
% of All Funds
10.05%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
134
Increased
283
Reduced
253
Closed
99
Calls
$34M
Puts
$175M
Net Calls
-$141M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
KIG
351
Kessler Investment Group
Indiana
$794K +$22.4K +518 +3%
Bank of New York Mellon
352
Bank of New York Mellon
New York
$793K -$130K -3,000 -13%
LSPW
353
Lake Street Private Wealth
Illinois
$790K +$23.8K +549 +3%
ARG
354
Advisory Resource Group
Oklahoma
$781K +$468K +10,818 +129%
AWAP
355
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$779K +$58.7K +1,356 +8%
TB
356
Treynor Bancshares
Iowa
$775K +$146K +3,363 +21%
CAM
357
Carret Asset Management
New York
$775K -$4.98K -115 -0.6%
CW
358
Cooksen Wealth
Texas
$773K +$47.6K +1,099 +6%
BCP
359
Berkeley Capital Partners
Georgia
$771K +$531K +12,278 +184%
UFAC
360
Urban Financial Advisory Corp
Illinois
$771K +$23.8K +550 +3%
CCM
361
Canal Capital Management
Virginia
$762K +$811K +18,742 New
BWM
362
BCS Wealth Management
Tennessee
$756K -$115K -2,650 -12%
Fidelity International
363
Fidelity International
Bermuda
$754K -$39.7K -917 -5%
P
364
&Partners
Tennessee
$750K +$795K +18,370 New
KFS
365
Kaizen Financial Strategies
California
$744K -$5.37K -124 -0.7%
1WM
366
1900 Wealth Management
Texas
$729K +$61.9K +1,430 +9%
MC
367
Martin & Co
Tennessee
$725K -$36K -833 -4%
PFA
368
Pinnacle Family Advisors
Missouri
$725K -$83.9K -1,940 -10%
Envestnet Portfolio Solutions
369
Envestnet Portfolio Solutions
Illinois
$724K -$179K -4,137 -19%
SSA
370
Sierra Summit Advisors
Nevada
$724K +$194K +4,491 +34%
FFN
371
Focus Financial Network
Minnesota
$720K -$3.29K -76 -0.4%
DLCIG
372
D.L. Carlson Investment Group
New Hampshire
$718K -$29.3K -676 -4%
PBK
373
Peoples Bank (Kansas)
Kansas
$717K -$1.27M -29,315 -62%
BFG
374
Berger Financial Group
Minnesota
$709K -$47.5K -1,097 -6%
CIM
375
Contravisory Investment Management
Massachusetts
$708K +$233K +5,395 +45%

XLRE Hedge Fund Activity: Q4 2024 in Review

763 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2024, worth a combined $5.38B — down 16% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new XLRE positions and 99 closed out — a net gain of 35 holders — while 283 added to existing stakes and 253 trimmed.

The largest buyer was Creative Planning, adding an estimated $120M. The largest seller was Squarepoint, cutting an estimated $204M.

  • 763 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2024, up from 742 in Q3 2024.
  • Funds reported $5.38B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 134 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2024 and 99 closed out, a net change of +35 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2024 was Creative Planning, an estimated $120M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2024 was Squarepoint, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2024.