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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
LSWP
376
Liberty Square Wealth Partners
Pennsylvania
$708K +$729K +16,838 New
QCM
377
Quantinno Capital Management
New York
$703K +$59.3K +1,371 +9%
CWM
378
Chesapeake Wealth Management
Virginia
$691K +$322K +7,441 +78%
BCM
379
Boltwood Capital Management
California
$688K +$5.8K +134 +0.8%
LWM
380
LongView Wealth Management
Georgia
$675K +$152K +3,516 +27%
TNAM
381
Terra Nova Asset Management
New York
$670K +$9.56K +221 +1%
FCA
382
Fortis Capital Advisors
Kansas
$668K -$619K -14,314 -48%
GT
383
Glenmede Trust
Pennsylvania
$664K
CIAS
384
Capital Investment Advisory Services
North Carolina
$659K +$1.21K +28 +0.2%
CP
385
Creekside Partners
California
$654K -$55.3K -1,277 -7%
CI
386
Clal Insurance
Israel
$651K
Fidelity Investments
387
Fidelity Investments
Massachusetts
$648K +$355K +8,205 +106%
BBL
388
Beck Bode LLC
Massachusetts
$644K -$275K -6,356 -29%
CAPTRUST Financial Advisors
389
CAPTRUST Financial Advisors
North Carolina
$639K +$680K +15,721 New
WAM
390
Weinberger Asset Management
California
$637K +$21.7K +501 +3%
TIAA Trust, National Association
391
TIAA Trust, National Association
North Carolina
$636K -$843K -19,488 -55%
CNBT
392
Cornerstone National Bank & Trust
Illinois
$634K +$11.3K +260 +2%
Capstone Investment Advisors
393
Capstone Investment Advisors
New York
$629K +$669K +15,464 New
Vontobel Holding
394
Vontobel Holding
Switzerland
$619K +$136K +3,137 +26%
VWM
395
VCI Wealth Management
Missouri
$609K +$265K +6,130 +69%
DAS
396
Diversify Advisory Services
Utah
$606K -$5.63K -130 -0.8%
WWM
397
Waterway Wealth Management
Texas
$605K -$215K -4,971 -25%
BB
398
Burford Brothers
Texas
$604K +$58K +1,341 +10%
BRWA
399
B. Riley Wealth Advisors
Florida
$592K -$117K -2,702 -16%
OFS
400
Orrstown Financial Services
Pennsylvania
$591K +$32.2K +745 +5%

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.