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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
ACM
426
AlphaStar Capital Management
North Carolina
$353K +$317K +8,820 New
EMAM
427
Encompass More Asset Management
California
$353K +$317K +8,819 New
RSWM
428
Robertson Stephens Wealth Management
California
$348K -$532K -14,822 -63%
CIAS
429
Capital Investment Advisory Services
North Carolina
$347K +$2.15K +60 +0.7%
BCP
430
Berkeley Capital Partners
Georgia
$346K +$310K +8,643 New
SWM
431
Stockman Wealth Management
Montana
$344K -$40.7K -1,133 -12%
Bank of New York Mellon
432
Bank of New York Mellon
New York
$341K -$25K -697 -8%
CI
433
Conning Inc
Connecticut
$341K
MWM
434
MGB Wealth Management
Texas
$339K +$303K +8,450 New
MFWM
435
Motley Fool Wealth Management
Virginia
$333K +$298K +8,300 New
BCMO
436
Buckingham Capital Management (Ohio)
Ohio
$332K +$298K +8,300 New
KW
437
KWB Wealth
California
$326K -$1.3M -36,083 -82%
SIM
438
Seaview Investment Managers
Florida
$320K +$287K +7,987 New
CT
439
Caldwell Trust
Florida
$318K -$1.26K -35 -0.4%
AIP
440
Almanack Investment Partners
Pennsylvania
$317K +$8.83K +246 +3%
CCFM
441
Clear Creek Financial Management
Washington
$317K +$284K +7,902 New
ACA
442
Aptus Capital Advisors
Alabama
$316K -$4.92K -137 -2%
ST
443
Spinnaker Trust
Maine
$314K
NS
444
NBC Securities
Alabama
$311K +$166K +4,622 +147%
CAG
445
Csenge Advisory Group
Florida
$311K +$279K +7,757 New
FNBOH
446
First National Bank of Hutchinson
Kansas
$310K -$22.9K -637 -8%
MBTD
447
Mechanics Bank - Trust Department
California
$309K -$3.3K -92 -1%
Cerity Partners
448
Cerity Partners
New York
$309K +$277K +7,705 New
LWANC
449
Laurel Wealth Advisors (North Carolina)
North Carolina
$309K -$75.1K -2,092 -21%
TI
450
Tidal Investments
Wisconsin
$308K -$956K -26,626 -78%

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.