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State Street Real Estate Select Sector SPDR ETF

742 hedge funds and large institutions have $6.39B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 291 increasing their positions, 214 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 53

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

39% more capital invested

Capital invested by funds: $4.59B → $6.39B (+$1.81B)

36% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 214

13% more funds holding

Funds holding: 655742 (+87)

2.87% more ownership

Funds ownership: 76.14%79.01% (+2.9%)

84% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $194M

Holders
742
Holders Change
+87
Holders Change %
+13.28%
% of All Funds
10.65%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.24%
New
146
Increased
291
Reduced
214
Closed
53
Calls
$31.4M
Puts
$194M
Net Calls
-$162M
Net Calls Change
-$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
401
Whitaker-Myers Wealth Managers
Ohio
$651K +$614K +14,566 New
CL
402
COWA LLC
Oklahoma
$638K -$79K -1,876 -12%
FFS
403
Founders Financial Securities
Maryland
$638K -$55.5K -1,316 -8%
HI
404
Horizon Investments
North Carolina
$626K +$168K +3,977 +40%
RBFC
405
Roman Butler Fullerton & Co
Missouri
$624K +$594K +14,100 New
OFS
406
Orrstown Financial Services
Pennsylvania
$616K +$82.1K +1,948 +16%
SSA
407
Schonfeld Strategic Advisors
New York
$616K +$31.7K +752 +6%
HCC
408
Hirtle Callaghan & Co
Pennsylvania
$616K
CF
409
Cantor Fitzgerald
New York
$610K +$575K +13,654 New
MCM
410
MontVue Capital Management
Virginia
$606K -$4.8K -114 -0.8%
BB
411
Burford Brothers
Texas
$603K -$20.8K -494 -4%
GJIA
412
Glass Jacobson Investment Advisors
Maryland
$601K -$15.6K -370 -3%
SWP
413
Stratos Wealth Partners
Ohio
$601K +$96.1K +2,281 +20%
Focus Partners Wealth
414
Focus Partners Wealth
Massachusetts
$600K +$566K +13,426 New
HIM
415
Harbour Investment Management
Washington
$599K -$57.7K -1,370 -9%
RW
416
RVW Wealth
California
$597K -$8.6K -204 -2%
SSA
417
Sierra Summit Advisors
Nevada
$595K +$95.6K +2,268 +21%
LWM
418
LongView Wealth Management
Georgia
$584K -$51.2K -1,215 -8%
TYCC
419
Texas Yale Capital Corp
Florida
$576K
FW
420
Fairway Wealth
Ohio
$574K -$333K -7,912 -38%
N
421
Natixis
France
$574K +$1.39K +33 +0.3%
VWM
422
Venturi Wealth Management
Texas
$562K +$114K +2,700 +27%
MMG
423
Monetary Management Group
Missouri
$561K +$42.1K +1,000 +9%
FEM
424
Fulcrum Equity Management
Texas
$553K +$521K +12,370 New
PP
425
Patten & Patten
Tennessee
$544K +$513K +12,177 New

XLRE Hedge Fund Activity: Q3 2024 in Review

742 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2024, worth a combined $6.39B — up 39% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new XLRE positions and 53 closed out — a net gain of 93 holders — while 291 added to existing stakes and 214 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $209M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $67M sold.

  • 742 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2024, up from 655 in Q2 2024.
  • Funds reported $6.39B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2024, up 39% quarter-over-quarter.
  • 146 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2024 and 53 closed out, a net change of +93 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2024 was Squarepoint, an estimated $209M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $67M sold.

Based on aggregated 13F filings for Q3 2024.