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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
GIM
476
Gold Investment Management
Alberta, Canada
$254K +$228K +6,336 New
VA
477
Valmark Advisers
Ohio
$253K +$227K +6,308 New
SYBT
478
Stock Yards Bank & Trust
Kentucky
$252K +$6.64K +185 +3%
GFS
479
GYL Financial Synergies
Connecticut
$250K
IA
480
IFG Advisory
Georgia
$250K +$224K +6,235 New
RFC
481
Regions Financial Corp
Alabama
$248K -$7.07K -197 -3%
BFA
482
Bragg Financial Advisors
North Carolina
$248K +$222K +6,185 New
RWA
483
Rooted Wealth Advisors
Illinois
$246K +$232K +6,447 New
NC
484
NovaPoint Capital
Georgia
$245K +$220K +6,118 New
MAM
485
MMA Asset Management
Pennsylvania
$241K -$52.9K -1,473 -20%
NDSI
486
Newman Dignan & Sheerar Inc
Rhode Island
$241K +$216K +6,017 New
BC
487
Barrett & Company
Rhode Island
$239K +$36 +1 +0%
MAS
488
Madden Advisory Services
Florida
$237K +$213K +5,928 New
SC
489
Scotia Capital
Ontario, Canada
$236K +$211K +5,889 New
PWW
490
Pettyjohn Wood & White
Virginia
$233K +$209K +5,818 New
KFS
491
Kaizen Financial Strategies
California
$233K -$63.4K -1,765 -23%
ACM
492
Absolute Capital Management
Pennsylvania
$228K +$205K +5,700 New
PIWA
493
Prevail Innovative Wealth Advisors
Kansas
$225K +$202K +5,626 New
MOS
494
MGO One Seven
Ohio
$223K +$200K +5,559 New
TA
495
TFB Advisors
Kansas
$222K +$199K +5,539 New
CCG
496
Capital CS Group
California
$220K +$197K +5,489 New
IBOK
497
Independence Bank of Kentucky
Kentucky
$220K -$8.98K -250 -4%
FCI
498
Financial Counselors Inc
Kansas
$219K +$196K +5,468 New
PI
499
PFG Investments
New York
$218K +$196K +5,449 New
CIBC World Market
500
CIBC World Market
Ontario, Canada
$217K -$33.8K -942 -15%

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.