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State Street Real Estate Select Sector SPDR ETF

655 hedge funds and large institutions have $4.59B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 243 increasing their positions, 242 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

2.41% more ownership

Funds ownership: 73.73%76.14% (+2.4%)

1% more capital invested

Capital invested by funds: $4.54B → $4.59B (+$45.5M)

0% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 242

4% less funds holding

Funds holding: 683655 (-28)

25% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 87

80% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $82.6M

Holders
655
Holders Change
-28
Holders Change %
-4.1%
% of All Funds
9.46%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
65
Increased
243
Reduced
242
Closed
87
Calls
$16.7M
Puts
$82.6M
Net Calls
-$65.9M
Net Calls Change
-$47.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cornerstone Advisors
North Carolina
$22.6M +$15.3M +405,700 +221%
AOI
27
Auto-Owners Insurance
Michigan
$22.4M
HighTower Advisors
28
HighTower Advisors
Illinois
$22.1M -$558K -14,823 -3%
JP Morgan Chase
29
JP Morgan Chase
New York
$21.6M -$863K -22,911 -4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$19.5M -$344K -9,129 -2%
FHA
31
Flagship Harbor Advisors
Massachusetts
$19.4M +$1.03M +27,407 +6%
DJFS
32
Dean Jacobson Financial Services
Texas
$19.4M +$247K +6,567 +1%
SMM
33
Stadion Money Management
Georgia
$18.9M -$4.97M -131,912 -21%
PCH
34
PGIM Custom Harvest
New Jersey
$18.2M -$2.31M -61,387 -11%
WIM
35
Warwick Investment Management
Texas
$17.8M +$9.2M +244,296 +112%
WFPG
36
Waller Financial Planning Group
Ohio
$17.8M +$142K +3,763 +0.8%
MYLI
37
Meiji Yasuda Life Insurance
Japan
$15.8M +$1.42M +37,669 +10%
WG
38
Winton Group
United Kingdom
$14.4M -$5M -132,662 -26%
CTB
39
Country Trust Bank
Illinois
$14.3M +$90.1K +2,391 +0.6%
EC
40
Estate Counselors
Wisconsin
$13.9M +$13.2M +349,355 +2,554%
Jane Street
41
Jane Street
New York
$13.4M +$7.09M +188,172 +118%
AFG
42
Albion Financial Group
Utah
$13.1M +$31.8K +843 +0.2%
AAS
43
Ameritas Advisory Services
Nebraska
$13.1M +$628K +16,670 +5%
TRCT
44
Tower Research Capital (TRC)
New York
$13M +$7.15M +189,918 +128%
MCM
45
MAI Capital Management
Ohio
$13M +$12.2M +324,111 +2,476%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$12.7M +$2.89M +76,703 +30%
RJA
47
Raymond James & Associates
Florida
$12.6M -$2.28M -60,476 -16%
PCM
48
Penserra Capital Management
California
$12.6M -$461K -12,230 -4%
AMI
49
Amica Mutual Insurance
Rhode Island
$12.4M
Citigroup
50
Citigroup
New York
$12.4M +$3.19M +84,618 +36%

XLRE Hedge Fund Activity: Q2 2024 in Review

655 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2024, worth a combined $4.59B — up 1% from $4.54B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of XLRE and 65 opened new positions — a net loss of 22 holders — while 242 trimmed existing stakes and 243 added.

The largest buyer was Creative Planning, adding an estimated $111M. The largest seller was Capital Investment Advisors, cutting an estimated $31.3M.

  • 655 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2024, down from 683 in Q1 2024.
  • Funds reported $4.59B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2024, up 1% quarter-over-quarter.
  • 65 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2024 and 87 closed out, a net change of -22 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2024 was Creative Planning, an estimated $111M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2024 was Capital Investment Advisors, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2024.