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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
UAS
376
United Asset Strategies
New York
$468K +$88.5K +2,465 +27%
CWM
377
Comprehensive Wealth Management
Washington
$467K -$25.4K -707 -6%
PPP
378
Private Portfolio Partners
New Jersey
$466K -$682 -19 -0.2%
DADC
379
D.A. Davidson & Co
Montana
$459K +$2.12K +59 +0.5%
CRC
380
Curi RMB Capital
Illinois
$448K +$401K +11,173 New
FMWA
381
Forvis Mazars Wealth Advisors
Missouri
$447K -$46K -1,280 -10%
FWCM
382
Ferguson Wellman Capital Management
Oregon
$446K -$120K -3,350 -23%
MMG
383
Monetary Management Group
Missouri
$445K
CRWM
384
Castle Rock Wealth Management
California
$445K -$268K -7,454 -40%
CWM
385
Cranbrook Wealth Management
Michigan
$443K -$2.15K -60 -0.5%
HH
386
Hilltop Holdings
Texas
$442K +$397K +11,043 New
RC
387
Rovin Capital
Arizona
$435K -$3.56K -99 -0.9%
CCA
388
Conservest Capital Advisors
Pennsylvania
$433K +$2.44K +68 +0.6%
TWA
389
Talisman Wealth Advisors
New Jersey
$423K +$69.3K +1,930 +22%
SAW
390
Signal Advisors Wealth
Michigan
$420K +$377K +10,489 New
HGERS
391
Householder Group Estate & Retirement Specialist
Arizona
$420K +$19K +530 +5%
PAG
392
Private Advisory Group
Washington
$420K -$94.5K -2,631 -20%
Thrivent Financial for Lutherans
393
Thrivent Financial for Lutherans
Minnesota
$417K -$2.12K -59 -0.6%
WT
394
Whittier Trust
California
$414K -$341K -9,501 -48%
WWM
395
Waterway Wealth Management
Texas
$407K +$365K +10,157 New
FPGK
396
Financial Partners Group (Kansas)
Kansas
$402K +$32.2K +898 +10%
ANTB
397
AMG National Trust Bank
Colorado
$401K +$75.6K +2,106 +27%
SCA
398
Snowden Capital Advisors
New York
$400K +$358K +9,976 New
SPC
399
Sigma Planning Corp
Michigan
$399K -$218K -6,058 -38%
PAM
400
Palisade Asset Management
Minnesota
$399K +$357K +9,950 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.