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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
IPW
376
Intergy Private Wealth
Colorado
$452K -$84.7K -2,248 -16%
MMG
377
Monetary Management Group
Missouri
$444K +$7.53K +200 +2%
CTC
378
Central Trust Company
Missouri
$443K -$144K -3,826 -25%
AFG
379
Atomi Financial Group
New York
$442K +$46.7K +1,241 +12%
HGERS
380
Householder Group Estate & Retirement Specialist
Arizona
$441K +$21.4K +569 +5%
TSS
381
Two Sigma Securities
New York
$440K +$432K +11,465 New
ANTB
382
AMG National Trust Bank
Colorado
$438K +$58.5K +1,552 +16%
SYBT
383
Stock Yards Bank & Trust
Kentucky
$435K +$35.1K +931 +9%
CRWM
384
Castle Rock Wealth Management
California
$429K -$6.1K -162 -1%
RPCONE
385
Retirement Planning Company of New England
Rhode Island
$429K +$46.3K +1,228 +12%
SWP
386
Stratos Wealth Partners
Ohio
$429K +$52.1K +1,382 +14%
CCA
387
Conservest Capital Advisors
Pennsylvania
$429K
IAN
388
Integrated Advisors Network
Texas
$428K -$79.2K -2,102 -16%
SSA
389
Sierra Summit Advisors
Nevada
$424K +$46.5K +1,235 +13%
ACP
390
Aveo Capital Partners
Colorado
$422K +$16K +424 +4%
FMWA
391
Forvis Mazars Wealth Advisors
Missouri
$422K -$10.5K -279 -2%
USCWA
392
U.S. Capital Wealth Advisors
Texas
$420K +$74.5K +1,978 +22%
SCA
393
Snowden Capital Advisors
New York
$419K -$65K -1,725 -14%
MBTD
394
Mechanics Bank - Trust Department
California
$410K +$95.9K +2,545 +31%
RWA
395
River Wealth Advisors
Pennsylvania
$407K -$165K -4,377 -29%
SIA
396
Soltis Investment Advisors
Utah
$405K -$127K -3,377 -24%
WAS
397
Wealth Advisory Solutions
Indiana
$404K +$27.8K +738 +8%
DC
398
Davenport & Co
Virginia
$403K +$22.2K +589 +6%
PVI
399
Pine Valley Investments
New Jersey
$402K +$394K +10,458 New
CWM
400
Cranbrook Wealth Management
Michigan
$400K

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.