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State Street Real Estate Select Sector SPDR ETF

683 hedge funds and large institutions have $4.54B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 221

19% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 74

4% more capital invested

Capital invested by funds: $4.36B → $4.54B (+$184M)

1% more funds holding

Funds holding: 678683 (+5)

2.13% less ownership

Funds ownership: 75.87%73.73% (-2.1%)

54% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $35M

56% less funds holding in top 10

Funds holding in top 10: 167 (-9)

Holders
683
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.84%
Holding in Top 10
7
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-56.25%
% of All Funds
0.1%
New
88
Increased
273
Reduced
221
Closed
74
Calls
$16.2M
Puts
$35M
Net Calls
-$18.8M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRIA
426
Edmonds Duncan Registered Investment Advisors
Kansas
$367K
OIS
427
Okabena Investment Services
Minnesota
$360K
CCFM
428
Clear Creek Financial Management
Washington
$358K +$45.3K +1,164 +15%
FHB
429
First Hawaiian Bank
Hawaii
$358K +$7.47K +192 +2%
CF
430
Centaurus Financial
California
$356K -$1.88M -48,304 -84%
USCWA
431
U.S. Capital Wealth Advisors
Texas
$354K -$5.02K -129 -1%
GFA
432
Gallagher Fiduciary Advisors
Illinois
$349K -$10.3K -266 -3%
PT
433
Plimoth Trust
Massachusetts
$347K -$14.2K -366 -4%
NS
434
NBC Securities
Alabama
$347K +$40.1K +1,030 +13%
SWM
435
Stockman Wealth Management
Montana
$344K +$4.98K +128 +1%
CI
436
Conning Inc
Connecticut
$336K
WA
437
Wambolt & Associates
Colorado
$334K +$61.1K +1,571 +22%
MWM
438
MGB Wealth Management
Texas
$334K
RWA
439
Roberts Wealth Advisors
California
$334K +$355K +9,124 New
IF
440
Intrua Financial
Texas
$333K -$346K -8,906 -51%
1CP
441
17 Capital Partners
Arizona
$332K +$326K +8,390 New
BCMO
442
Buckingham Capital Management (Ohio)
Ohio
$328K
FEM
443
Fulcrum Equity Management
Texas
$328K +$323K +8,298 New
MAM
444
MMA Asset Management
Pennsylvania
$327K +$108K +2,788 +46%
CWM
445
Congress Wealth Management
Massachusetts
$321K -$635K -16,325 -67%
MBTD
446
Mechanics Bank - Trust Department
California
$321K +$16.2K +416 +5%
FHA
447
First Horizon Advisors
Tennessee
$319K -$68.5K -1,760 -18%
ACM
448
Arlington Capital Management
Illinois
$314K +$309K +7,937 New
KW
449
KWB Wealth
California
$313K -$8.79K -226 -3%
CT
450
Caldwell Trust
Florida
$313K -$1.05K -27 -0.3%

XLRE Hedge Fund Activity: Q1 2024 in Review

683 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2024, worth a combined $4.54B — up 4.2% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new XLRE positions and 74 closed out — a net gain of 14 holders — while 273 added to existing stakes and 221 trimmed.

The largest buyer was Bank of America, adding an estimated $331M. The largest seller was Morgan Stanley, cutting an estimated $190M.

  • 683 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2024, up from 678 in Q4 2023.
  • Funds reported $4.54B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 88 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2024 and 74 closed out, a net change of +14 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2024 was Bank of America, an estimated $331M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2024.