We are live on ! Find out more
XLRE icon

State Street Real Estate Select Sector SPDR ETF

592 hedge funds and large institutions have $2.95B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 207 increasing their positions, 226 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 58

1% more funds holding

Funds holding: 586592 (+6)

0.43% less ownership

Funds ownership: 64.24%63.81% (-0.43%)

2% less capital invested

Capital invested by funds: $3B → $2.95B (-$50M)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 226

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

38% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $21.9M

Holders
592
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
9.3%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
72
Increased
207
Reduced
226
Closed
58
Calls
$13.7M
Puts
$21.9M
Net Calls
-$8.21M
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Change in
Stake
LOIP
426
Live Oak Investment Partners
Texas
$205K
SIM
427
Seaview Investment Managers
Florida
$205K -$48.5K -1,314 -19%
TA
428
TFB Advisors
Kansas
$205K +$201K +5,436 New
SW
429
SMART Wealth
Nebraska
$204K +$200K +5,420 New
KFGK
430
Keystone Financial Group (Kentucky)
Kentucky
$203K +$199K +5,391 New
VA
431
Valmark Advisers
Ohio
$203K +$199K +5,383 New
RPCONE
432
Retirement Planning Company of New England
Rhode Island
$203K +$198K +5,378 New
MAS
433
Madden Advisory Services
Florida
$202K
IA
434
IFP Advisors
Florida
$200K -$69.8K -1,892 -26%
CL
435
CSS LLC
Illinois
$196K +$192K +5,200 New
IBOK
436
Independence Bank of Kentucky
Kentucky
$177K -$4.61K -125 -3%
BSB
437
Bangor Savings Bank
Maine
$168K -$27.9K -756 -15%
CIAS
438
Capital Investment Advisory Services
North Carolina
$163K +$26.7K +724 +20%
RCG
439
Rock Creek Group
District of Columbia
$160K -$5.57K -151 -3%
FDCDDQ
440
Federation des caisses Desjardins du Quebec
Quebec, Canada
$156K -$6.23K -169 -4%
AA
441
Ancora Advisors
Ohio
$155K
HCP
442
Hexagon Capital Partners
Arkansas
$145K -$34.5K -936 -20%
CFB
443
Cullen/Frost Bankers
Texas
$145K -$100K -2,711 -41%
WP
444
WealthShield Partners
North Carolina
$137K +$148 +4 +0.1%
GT
445
Glenmede Trust
Pennsylvania
$133K
RWPA
446
Richard W. Paul & Associates
Michigan
$129K +$738 +20 +0.6%
PFSC
447
Peoples Financial Services Corp
Pennsylvania
$128K +$22.1K +600 +21%
Fidelity Investments
448
Fidelity Investments
Massachusetts
$120K -$37.8K -1,026 -24%
National Bank of Canada
449
National Bank of Canada
Quebec, Canada
$119K -$24.2K -657 -17%
KHLMTHM
450
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$117K

XLRE Hedge Fund Activity: Q2 2023 in Review

592 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2023, worth a combined $2.95B — down 1.7% from $3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLRE positions and 58 closed out — a net gain of 14 holders — while 207 added to existing stakes and 226 trimmed.

The largest buyer was Creative Planning, adding an estimated $170M. The largest seller was Bank of America, cutting an estimated $213M.

  • 592 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2023, up from 586 in Q1 2023.
  • Funds reported $2.95B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 72 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2023 and 58 closed out, a net change of +14 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2023 was Creative Planning, an estimated $170M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2023 was Bank of America, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.