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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
OFS
401
Orrstown Financial Services
Pennsylvania
$394K +$354K +9,844 New
FHA
402
First Horizon Advisors
Tennessee
$394K +$7.18K +200 +2%
Wolverine Trading
403
Wolverine Trading
Illinois
$393K +$352K +9,816 New
SSA
404
Sierra Summit Advisors
Nevada
$389K +$349K +9,720 New
GT
405
Glenmede Trust
Pennsylvania
$389K +$6K +167 +2%
HR
406
Hardy Reed
Mississippi
$389K -$57.6K -1,603 -14%
CC
407
Centiva Capital
New York
$374K +$335K +9,340 New
CWM
408
Chesapeake Wealth Management
Virginia
$373K +$144 +4 +0%
AF
409
Apexium Financial
Texas
$373K -$68.6K -1,909 -17%
ARG
410
Advisory Resource Group
Oklahoma
$373K +$10.5K +293 +3%
EDRIA
411
Edmonds Duncan Registered Investment Advisors
Kansas
$372K +$7.04K +196 +2%
CWP
412
Concord Wealth Partners
Virginia
$372K -$237K -6,606 -42%
WAS
413
WESPAC Advisors SoCal
California
$371K +$332K +9,249 New
FIM
414
Freedom Investment Management
Connecticut
$368K +$12.7K +354 +4%
SA
415
Strategic Advocates
Utah
$368K -$486K -13,529 -60%
SW
416
SVB Wealth
Massachusetts
$368K -$34.3K -954 -9%
PT
417
Plimoth Trust
Massachusetts
$367K +$12.4K +344 +4%
OIS
418
Okabena Investment Services
Minnesota
$365K +$327K +9,116 New
USCWA
419
U.S. Capital Wealth Advisors
Texas
$364K +$32.4K +901 +11%
GFA
420
Gallagher Fiduciary Advisors
Illinois
$364K -$3.52K -98 -1%
RPCONE
421
Retirement Planning Company of New England
Rhode Island
$362K +$325K +9,044 New
SLC
422
Second Line Capital
Louisiana
$359K +$322K +8,969 New
FLPIM
423
F.L. Putnam Investment Management
Massachusetts
$357K -$26.4K -736 -8%
FHB
424
First Hawaiian Bank
Hawaii
$355K +$610 +17 +0.2%
Qube Research & Technologies (QRT)
425
Qube Research & Technologies (QRT)
United Kingdom
$354K -$5.68M -158,035 -95%

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.