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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
MMG
426
Monetary Management Group
Missouri
$511K
PPA
427
Pilgrim Partners Asia
Singapore
$508K +$541K +12,500 New
VA
428
Valmark Advisers
Ohio
$500K -$215K -4,976 -29%
BCMO
429
Buckingham Capital Management (Ohio)
Ohio
$490K +$13K +300 +3%
FLPIM
430
F.L. Putnam Investment Management
Massachusetts
$488K +$520K +12,009 New
LCWP
431
Legacy Capital Wealth Partners
Arkansas
$485K +$516K +11,916 New
DL
432
DOHJ LLC
Washington
$483K +$66.8K +1,544 +15%
RPCONE
433
Retirement Planning Company of New England
Rhode Island
$482K +$33K +762 +7%
PIWA
434
Prevail Innovative Wealth Advisors
Kansas
$480K +$510K +11,792 New
CFO
435
Colony Family Offices
North Carolina
$479K
MWM
436
Moulton Wealth Management
Washington
$478K +$267K +6,159 +110%
LC
437
Luminist Capital
Michigan
$476K +$506K +11,700 New
DIP
438
DT Investment Partners
Pennsylvania
$471K +$295K +6,823 +144%
FW
439
Fairway Wealth
Ohio
$469K -$57.4K -1,327 -10%
II
440
Impact Investors
California
$468K +$498K +11,517 New
SCA
441
Snowden Capital Advisors
New York
$468K +$7.88K +182 +2%
CIA
442
Concurrent Investment Advisors
Florida
$466K -$891K -20,580 -64%
MBTD
443
Mechanics Bank - Trust Department
California
$466K +$16.3K +377 +3%
NA
444
Nestegg Advisors
New York
$465K +$479K +11,078 New
AWM
445
Avitas Wealth Management
California
$463K -$29.7K -687 -6%
SFM
446
Signet Financial Management
New Jersey
$462K +$491K +11,348 New
Northwestern Mutual Wealth Management
447
Northwestern Mutual Wealth Management
Wisconsin
$461K +$400K +9,243 +441%
IPW
448
Intergy Private Wealth
Colorado
$461K -$20.1K -465 -4%
HGERS
449
Householder Group Estate & Retirement Specialist
Arizona
$456K -$16.2K -374 -3%
UAS
450
United Asset Strategies
New York
$452K +$97.4K +2,251 +25%

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.