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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
WAM
376
Weinberger Asset Management
California
$501K +$4.36K +112 +0.9%
SCA
377
Snowden Capital Advisors
New York
$499K +$103K +2,651 +27%
CWM
378
Comprehensive Wealth Management
Washington
$498K +$37.1K +955 +8%
KPWS
379
Kestra Private Wealth Services
Texas
$494K +$202K +5,198 +71%
BB
380
Burford Brothers
Texas
$491K -$583 -15 -0.1%
Kovitz Investment Group Partners
381
Kovitz Investment Group Partners
Illinois
$482K +$474K +12,195 New
AWM
382
Avitas Wealth Management
California
$480K -$6.14K -158 -1%
WCFA
383
Walkner Condon Financial Advisors
Wisconsin
$480K -$231K -5,939 -33%
TNAM
384
Terra Nova Asset Management
New York
$477K +$469K +12,068 New
TFA
385
Teamwork Financial Advisors
Texas
$462K -$161K -4,133 -26%
Bank of Montreal
386
Bank of Montreal
Ontario, Canada
$454K -$662K -17,016 -60%
AWM
387
Atticus Wealth Management
Florida
$453K -$55.2K -1,420 -11%
MMG
388
Monetary Management Group
Missouri
$449K +$9.72K +250 +2%
FMWA
389
Forvis Mazars Wealth Advisors
Missouri
$445K +$4.2K +108 +1%
DADC
390
D.A. Davidson & Co
Montana
$438K -$14.7K -378 -3%
IFG
391
Independent Financial Group
California
$433K +$137K +3,515 +47%
HGERS
392
Householder Group Estate & Retirement Specialist
Arizona
$432K +$16.8K +432 +4%
FFS
393
Founders Financial Securities
Maryland
$431K -$317K -8,149 -43%
OFS
394
Orrstown Financial Services
Pennsylvania
$429K +$38.9K +1,000 +10%
CCA
395
Conservest Capital Advisors
Pennsylvania
$429K +$1.71K +44 +0.4%
WAS
396
WESPAC Advisors SoCal
California
$425K +$58.1K +1,494 +16%
HI
397
Horizon Investments
North Carolina
$421K -$312K -8,027 -43%
IA
398
IFG Advisory
Georgia
$421K +$172K +4,414 +71%
WWM
399
Waterway Wealth Management
Texas
$418K +$16.2K +416 +4%
CRWM
400
Castle Rock Wealth Management
California
$415K +$3.62K +93 +0.8%

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.