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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
ST
451
Spinnaker Trust
Maine
$309K
VWM
452
Venturi Wealth Management
Texas
$309K -$443K -11,399 -59%
MGW
453
MB Generational Wealth
Washington
$309K -$237K -6,105 -79%
FPGK
454
Financial Partners Group (Kansas)
Kansas
$308K -$87.4K -2,248 -22%
BJL
455
Brighton Jones LLC
Washington
$307K +$303K +7,778 New
RC
456
Rovin Capital
Arizona
$306K -$121K -3,119 -29%
FNBOH
457
First National Bank of Hutchinson
Kansas
$306K
CWP
458
Concord Wealth Partners
Virginia
$305K -$60.9K -1,565 -17%
PWM
459
Perigon Wealth Management
California
$305K +$2.14K +55 +0.7%
FGA
460
Fortis Group Advisors
New Jersey
$301K +$297K +7,625 New
SW
461
SVB Wealth
Massachusetts
$298K -$64.1K -1,648 -18%
AIP
462
Almanack Investment Partners
Pennsylvania
$297K -$15K -386 -5%
FNBT
463
FineMark National Bank & Trust
Florida
$297K +$292K +7,519 New
EMAM
464
Encompass More Asset Management
California
$296K -$52K -1,336 -15%
BAM
465
Belpointe Asset Management
Nevada
$292K +$287K +7,381 New
CGA
466
Crescent Grove Advisors
Illinois
$292K
SLC
467
Second Line Capital
Louisiana
$288K -$65.6K -1,686 -19%
RJT
468
Raymond James Trust
Florida
$281K +$70.1K +1,803 +34%
MWM
469
Modern Wealth Management
Kansas
$277K -$8.09K -208 -3%
FA
470
Flagstar Advisors
New York
$276K +$1.75K +45 +0.6%
BFC
471
Blue Fin Capital
Rhode Island
$276K +$15.4K +397 +6%
NL
472
NWAM LLC
Washington
$276K +$286K +7,366 New
KWM
473
Keebeck Wealth Management
Illinois
$275K -$21.5K -554 -7%
SBIA
474
Sheaff Brock Investment Advisors
Indiana
$275K +$39 +1 +0%
RWA
475
Rooted Wealth Advisors
Illinois
$271K +$24.1K +619 +10%

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.