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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
WT
401
Whittier Trust
California
$398K +$1.43K +38 +0.4%
NS
402
NBC Securities
Alabama
$396K +$58K +1,539 +17%
CWM
403
Chesapeake Wealth Management
Virginia
$391K +$27.9K +741 +8%
Fidelity Investments
404
Fidelity Investments
Massachusetts
$387K +$181K +4,817 +92%
HI
405
Horizon Investments
North Carolina
$385K -$23.5K -623 -6%
ACA
406
Aptus Capital Advisors
Alabama
$382K -$159K -4,220 -30%
FWCM
407
Ferguson Wellman Capital Management
Oregon
$382K -$430K -11,415 -53%
VWM
408
Venturi Wealth Management
Texas
$379K +$77.6K +2,060 +26%
PWM
409
Perigon Wealth Management
California
$379K +$80.7K +2,143 +28%
AF
410
Apexium Financial
Texas
$366K -$6.21K -165 -2%
WIC
411
Woodmont Investment Counsel
Tennessee
$365K -$254K -6,731 -41%
FUBT
412
First United Bank & Trust
Maryland
$358K -$33.5K -890 -9%
GRP
413
Global Retirement Partners
California
$357K -$662K -17,570 -65%
DADC
414
D.A. Davidson & Co
Montana
$357K -$67.2K -1,785 -16%
ARG
415
Advisory Resource Group
Oklahoma
$356K -$9.27K -246 -3%
OIS
416
Okabena Investment Services
Minnesota
$350K
UAS
417
United Asset Strategies
New York
$346K -$37K -982 -10%
BCMO
418
Buckingham Capital Management (Ohio)
Ohio
$346K +$26.4K +700 +8%
WA
419
Wambolt & Associates
Colorado
$345K +$17.3K +460 +5%
FA
420
Flagstar Advisors
New York
$341K +$71.4K +1,896 +27%
IFG
421
Independent Financial Group
California
$340K -$78.9K -2,096 -19%
CFB
422
Cullen/Frost Bankers
Texas
$340K +$183K +4,856 +122%
1CP
423
17 Capital Partners
Arizona
$339K +$16.1K +428 +5%
RWA
424
Roberts Wealth Advisors
California
$338K -$11.8K -314 -3%
MWM
425
MGB Wealth Management
Texas
$338K

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.