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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
CB
476
Commerce Bank
Missouri
$270K -$5.95K -153 -2%
SC
477
Sierra Capital
Florida
$265K +$1.75K +45 +0.7%
VA
478
Valmark Advisers
Ohio
$263K +$13.8K +354 +6%
TWA
479
Tandem Wealth Advisors
Arizona
$261K
BCWM
480
Bartlett & Co Wealth Management
Ohio
$257K -$323K -8,311 -56%
WPP
481
Whalerock Point Partners
Rhode Island
$254K
HCM
482
Hollencrest Capital Management
California
$254K
RIA
483
Realta Investment Advisors
Delaware
$250K -$53K -1,362 -18%
SIM
484
Seaview Investment Managers
Florida
$248K -$66.8K -1,718 -22%
JFGIW
485
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$248K -$17K -438 -7%
LSAG
486
Lake Street Advisors Group
New Hampshire
$247K +$243K +6,245 New
NC
487
NovaPoint Capital
Georgia
$242K +$117 +3 +0%
GFS
488
GYL Financial Synergies
Connecticut
$242K -$4.86K -125 -2%
FCM
489
Fourpath Capital Management
Oklahoma
$240K +$236K +6,076 New
BFA
490
Bragg Financial Advisors
North Carolina
$240K -$4.55K -117 -2%
PI
491
PFG Investments
New York
$240K +$23.9K +615 +11%
BC
492
Barrett & Company
Rhode Island
$235K
DFCM
493
Dark Forest Capital Management
Puerto Rico
$235K -$610K -15,686 -72%
MAS
494
Madden Advisory Services
Florida
$234K
CG
495
Cutler Group
California
$230K -$373K -9,580 -62%
PWW
496
Pettyjohn Wood & White
Virginia
$230K
YIH
497
Y-Intercept (HK)
Hong Kong
$227K +$223K +5,740 New
CTI
498
Community Trust & Investment
Kentucky
$226K -$2.87M -73,919 -93%
Brown Advisory
499
Brown Advisory
Maryland
$225K +$221K +5,694 New
RC
500
Roundview Capital
New Jersey
$223K +$14.8K +380 +7%

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.