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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
NL
401
NWAM LLC
Washington
$587K +$153K +3,547 +33%
MYIA
402
Mount Yale Investment Advisors
Colorado
$585K -$176K -4,076 -22%
CL
403
COWA LLC
Oklahoma
$581K
FDW
404
Fourth Dimension Wealth
Ohio
$579K +$616K +14,226 New
PG
405
Prostatis Group
Maryland
$577K -$2.37M -54,795 -79%
ACP
406
Aveo Capital Partners
Colorado
$577K -$71.3K -1,648 -10%
RA
407
Rational Advisors
New York
$575K +$612K +14,150 New
HCC
408
Hirtle Callaghan & Co
Pennsylvania
$571K +$10.4K +241 +2%
IA
409
IFG Advisory
Georgia
$570K +$607K +14,021 New
DS
410
DRW Securities
Illinois
$559K -$677K -15,652 -53%
WEG
411
World Equity Group
Illinois
$557K +$593K +13,704 New
GJIA
412
Glass Jacobson Investment Advisors
Maryland
$557K +$10.5K +242 +2%
BS
413
Banco Santander
Spain
$554K +$116K +2,671 +24%
NCM
414
Novare Capital Management
North Carolina
$550K -$54.7K -1,265 -9%
MCM
415
MontVue Capital Management
Virginia
$549K -$3.63K -84 -0.6%
HIM
416
Harbour Investment Management
Washington
$545K
SS
417
SBI Securities
Japan
$543K +$578K +13,355 New
TVM
418
True Vision MN
Minnesota
$529K +$563K +13,006 New
1L
419
10Elms LLP
Oklahoma
$529K +$562K +12,995 New
BFIC
420
Bedell Frazier Investment Counselling
California
$527K -$7.32M -169,110 -93%
3AM
421
3EDGE Asset Management
Florida
$524K +$558K +12,885 New
TYCC
422
Texas Yale Capital Corp
Florida
$524K
N
423
Natixis
France
$521K -$1.43K -33 -0.3%
FA
424
Forefront Analytics
Pennsylvania
$518K -$417K -9,631 -43%
PP
425
Patten & Patten
Tennessee
$518K +$23.8K +550 +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.