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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
MWM
26
Modern Wealth Management
Kansas
$25.4M +$26.7M +616,602 +8,805%
PCH
27
PGIM Custom Harvest
New Jersey
$24.7M -$358K -8,277 -1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$24.5M -$821K -18,982 -3%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$23.3M +$4.06M +93,783 +20%
Goldman Sachs
30
Goldman Sachs
New York
$21.4M -$12.7M -294,440 -36%
DJFS
31
Dean Jacobson Financial Services
Texas
$21M +$757K +17,496 +4%
Mariner
32
Mariner
Kansas
$20.2M -$6.23M -143,879 -22%
SMM
33
Stadion Money Management
Georgia
$19.9M +$1.25M +28,948 +6%
AM
34
AGF Management
Ontario, Canada
$19.4M +$9.22M +213,106 +81%
WFPG
35
Waller Financial Planning Group
Ohio
$19.2M +$227K +5,236 +1%
WIM
36
Warwick Investment Management
Texas
$19.1M +$36.3K +839 +0.2%
HighTower Advisors
37
HighTower Advisors
Illinois
$18.8M -$3.38M -78,127 -14%
CTB
38
Country Trust Bank
Illinois
$18.5M +$1.25M +28,900 +7%
Millennium Management
39
Millennium Management
New York
$18.3M -$7.04M -162,662 -27%
KWM
40
Kingsview Wealth Management
Oregon
$18.3M -$12.4M -286,829 -39%
MIC
41
Means Investment Company
Maine
$18.2M +$19.4M +447,698 New
PG
42
Proffitt & Goodson
Tennessee
$18.1M +$356K +8,224 +2%
JCM
43
Janney Capital Management
Pennsylvania
$17.5M -$801K -18,522 -4%
MYLI
44
Meiji Yasuda Life Insurance
Japan
$17.5M
Citadel Advisors
45
Citadel Advisors
Florida
$17.4M +$18.4M +426,356 +47,798%
TRCT
46
Tower Research Capital (TRC)
New York
$16.3M +$14.8M +342,865 +589%
MTWSIF
47
Mivtachim The Workers Social Insurance Fund
Israel
$16M -$692K -16,000 -4%
GKWIM
48
Gerber Kawasaki Wealth & Investment Management
California
$15.8M +$876K +20,256 +6%
WWA
49
WCG Wealth Advisors
Nevada
$15.6M -$220K -5,088 -1%
JF
50
Jump Financial
Illinois
$15.5M +$16.5M +380,409 New

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.