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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
EDRIA
376
Edmonds Duncan Registered Investment Advisors
Kansas
$310K +$407 +11 +0.1%
TI
377
tru Independence
Oregon
$308K -$12.2K -329 -4%
ARG
378
Advisory Resource Group
Oklahoma
$307K +$15.7K +423 +5%
FHB
379
First Hawaiian Bank
Hawaii
$301K
FIM
380
Freedom Investment Management
Connecticut
$301K +$327K +8,844 New
PT
381
Plimoth Trust
Massachusetts
$300K -$14.9K -404 -4%
RWA
382
Roberts Wealth Advisors
California
$296K -$79.9K -2,160 -20%
IFG
383
Independent Financial Group
California
$295K +$80.6K +2,177 +34%
TWA
384
Talisman Wealth Advisors
New Jersey
$294K +$54.9K +1,484 +21%
CIAS
385
Capital Investment Advisory Services
North Carolina
$293K +$158K +4,264 +98%
CI
386
Conning Inc
Connecticut
$290K
LC
387
Lavaca Capital
Texas
$289K
FNBOH
388
First National Bank of Hutchinson
Kansas
$285K
USCWA
389
U.S. Capital Wealth Advisors
Texas
$279K +$45.6K +1,231 +18%
ACA
390
Aptus Capital Advisors
Alabama
$273K +$268K +7,229 +921%
CT
391
Caldwell Trust
Florida
$272K +$4.33K +117 +1%
ANTB
392
AMG National Trust Bank
Colorado
$269K -$14.2K -383 -5%
ST
393
Spinnaker Trust
Maine
$267K
MBTD
394
Mechanics Bank - Trust Department
California
$266K -$2.07K -56 -0.7%
AIP
395
Almanack Investment Partners
Pennsylvania
$261K +$79.7K +2,155 +39%
CAMV
396
Concord Asset Management (Virginia)
Virginia
$259K -$135K -3,650 -32%
KFS
397
Kaizen Financial Strategies
California
$258K +$280K +7,575 New
SW
398
Signify Wealth
Missouri
$258K -$2.25M -60,771 -89%
AWA
399
Alta Wealth Advisors
Massachusetts
$256K -$30.5K -823 -10%
MAM
400
MMA Asset Management
Pennsylvania
$256K -$76.5K -2,068 -22%

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.