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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
Vontobel Holding
426
Vontobel Holding
Switzerland
$540K +$509K +12,084 New
AWM
427
Avitas Wealth Management
California
$539K -$7.5K -178 -1%
CIM
428
Contravisory Investment Management
Massachusetts
$537K +$326K +7,744 +181%
CIBC Private Wealth Group
429
CIBC Private Wealth Group
Georgia
$535K +$496K +11,762 +5,574%
IPW
430
Intergy Private Wealth
Colorado
$527K +$1.14K +27 +0.2%
CFO
431
Colony Family Offices
North Carolina
$526K -$157K -3,730 -24%
BCMO
432
Buckingham Capital Management (Ohio)
Ohio
$525K +$116K +2,750 +31%
ACA
433
Aptus Capital Advisors
Alabama
$523K +$73.9K +1,753 +18%
SYBT
434
Stock Yards Bank & Trust
Kentucky
$518K +$11.4K +270 +2%
HGERS
435
Householder Group Estate & Retirement Specialist
Arizona
$517K +$4.3K +102 +0.9%
WAP
436
Wealthcare Advisory Partners
Pennsylvania
$512K +$245K +5,807 +103%
FFL
437
Financial Freedom LLC
Ohio
$506K -$40.4K -958 -8%
SCA
438
Snowden Capital Advisors
New York
$505K +$17.4K +414 +4%
ACA
439
Atlas Capital Advisors
Wyoming
$500K +$290K +6,882 +160%
RPCONE
440
Retirement Planning Company of New England
Rhode Island
$496K -$2.7K -64 -0.6%
MBTD
441
Mechanics Bank - Trust Department
California
$494K +$16.9K +401 +4%
PVI
442
Pine Valley Investments
New Jersey
$490K +$22K +521 +5%
BS
443
Banco Santander
Spain
$489K +$461K +10,939 New
NL
444
NWAM LLC
Washington
$486K +$458K +10,879 New
UCFA
445
United Capital Financial Advisors
Texas
$478K -$60.8K -1,443 -12%
PA
446
PFG Advisors
Arizona
$470K +$444K +10,532 New
FMWA
447
Forvis Mazars Wealth Advisors
Missouri
$465K -$24K -569 -5%
CWM
448
Cranbrook Wealth Management
Michigan
$465K
WT
449
Whittier Trust
California
$462K -$1.6K -38 -0.4%
LMKC
450
L.M. Kohn & Company
Ohio
$459K +$433K +10,282 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.