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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
HAS
451
HBW Advisory Services
California
$458K -$191K -4,523 -31%
DL
452
DOHJ LLC
Washington
$457K -$425K -10,080 -49%
NS
453
NBC Securities
Alabama
$455K -$5.73K -136 -1%
SC
454
Scotia Capital
Ontario, Canada
$448K +$166K +3,950 +65%
CAG
455
Csenge Advisory Group
Florida
$444K +$430K +10,216 New
WAS
456
Wealth Advisory Solutions
Indiana
$436K -$31.3K -743 -7%
WA
457
Wambolt & Associates
Colorado
$430K +$25.8K +613 +7%
CCA
458
Conservest Capital Advisors
Pennsylvania
$429K
AWM
459
Atticus Wealth Management
Florida
$427K -$99.4K -2,359 -20%
FWCM
460
Ferguson Wellman Capital Management
Oregon
$427K -$15.8K -376 -4%
CWM
461
Chesapeake Wealth Management
Virginia
$426K -$27.2K -645 -6%
GRP
462
Global Retirement Partners
California
$425K +$9.31K +221 +2%
USCWA
463
U.S. Capital Wealth Advisors
Texas
$422K -$63K -1,496 -14%
AF
464
Apexium Financial
Texas
$420K -$6.11K -145 -2%
1CP
465
17 Capital Partners
Arizona
$414K +$19.1K +454 +5%
BFC
466
Blue Fin Capital
Rhode Island
$410K +$67K +1,591 +21%
OIS
467
Okabena Investment Services
Minnesota
$407K
ANTB
468
AMG National Trust Bank
Colorado
$401K -$103K -2,446 -21%
SIA
469
Soltis Investment Advisors
Utah
$400K -$66.7K -1,583 -15%
SF
470
Summit Financial
New Jersey
$400K +$377K +8,946 New
UAS
471
United Asset Strategies
New York
$396K -$6.24K -148 -2%
RWA
472
Roberts Wealth Advisors
California
$396K +$13.4K +319 +4%
VWM
473
VCI Wealth Management
Missouri
$396K -$555K -13,161 -60%
AF
474
Arrow Financial
New York
$390K +$368K +8,732 New
FA
475
Flagstar Advisors
New York
$390K -$6.87K -163 -2%

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.