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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
RIA
451
Realta Investment Advisors
Delaware
$308K -$136K -3,789 -33%
MGW
452
MB Generational Wealth
Washington
$308K +$276K +7,691 New
PWM
453
Perigon Wealth Management
California
$307K +$275K +7,666 New
ACP
454
Aveo Capital Partners
Colorado
$306K -$238K -6,616 -46%
KIG
455
Kessler Investment Group
Indiana
$301K -$586K -16,313 -68%
KWM
456
Keebeck Wealth Management
Illinois
$301K -$64.4K -1,793 -19%
IFG
457
Independent Financial Group
California
$298K -$43.9K -1,222 -14%
CGA
458
Crescent Grove Advisors
Illinois
$296K
KPWS
459
Kestra Private Wealth Services
Texas
$292K +$262K +7,300 New
SC
460
Solstein Capital
California
$291K -$92.5K -2,575 -26%
MWM
461
Modern Wealth Management
Kansas
$289K +$259K +7,208 New
WA
462
Wambolt & Associates
Colorado
$282K +$253K +7,036 New
CB
463
Commerce Bank
Missouri
$280K +$31.4K +874 +14%
SBIA
464
Sheaff Brock Investment Advisors
Indiana
$278K +$36 +1 +0%
FA
465
Flagstar Advisors
New York
$278K +$35.1K +978 +16%
JFGIW
466
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$268K +$241K +6,700 New
SC
467
Sierra Capital
Florida
$267K +$2.51K +70 +1%
TWA
468
Tandem Wealth Advisors
Arizona
$265K
BFC
469
Blue Fin Capital
Rhode Island
$264K +$236K +6,584 New
ASN
470
Advisory Services Network
Georgia
$263K -$4.85K -135 -2%
WC
471
Waterloo Capital
Texas
$260K +$233K +6,498 New
KL
472
KWMG LLC
Kansas
$258K +$231K +6,445 New
WPP
473
Whalerock Point Partners
Rhode Island
$258K -$230K -6,400 -50%
HCM
474
Hollencrest Capital Management
California
$258K
HFS
475
Horizon Financial Services
North Carolina
$257K +$230K +6,407 New

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.