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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
BC
476
Barrett & Company
Rhode Island
$229K
MAS
477
Madden Advisory Services
Florida
$228K
CTI
478
Community Trust & Investment
Kentucky
$227K +$6.63K +176 +3%
HR
479
Hardy Reed
Mississippi
$225K -$157K -4,162 -42%
JFGIW
480
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$225K -$15.7K -417 -7%
PPP
481
Private Portfolio Partners
New Jersey
$224K -$174K -4,609 -44%
DLHL
482
Donald L. Hagan LLC
Florida
$223K -$263K -6,988 -55%
IAS
483
Insigneo Advisory Services
Florida
$220K +$204K +5,403 New
WAP
484
Wealthcare Advisory Partners
Pennsylvania
$217K -$580K -15,388 -73%
LFG
485
Larson Financial Group
Missouri
$217K +$46.9K +1,245 +28%
BHA
486
Beech Hill Advisors
New York
$213K +$10.2K +270 +5%
TA
487
TFB Advisors
Kansas
$213K
DLCIG
488
D.L. Carlson Investment Group
New Hampshire
$213K -$716 -19 -0.3%
DS
489
DRW Securities
Illinois
$213K -$1.92M -51,073 -90%
PWW
490
Pettyjohn Wood & White
Virginia
$213K -$10.4K -275 -5%
HH
491
Hilltop Holdings
Texas
$210K +$205K +5,455 New
MOS
492
MGO One Seven
Ohio
$209K +$2.49K +66 +1%
NDSI
493
Newman Dignan & Sheerar Inc
Rhode Island
$207K +$1.92K +51 +1%
SC
494
Solstein Capital
California
$206K -$4.52K -120 -2%
AIA
495
Ally Invest Advisors
North Carolina
$206K +$202K +5,372 New
FCI
496
Financial Counselors Inc
Kansas
$206K
PGFC
497
Peapack-Gladstone Financial Corp
New Jersey
$203K +$199K +5,290 New
IBOK
498
Independence Bank of Kentucky
Kentucky
$203K -$8.96K -238 -4%
VCP
499
Verus Capital Partners
Arizona
$201K +$197K +5,238 New
SLC
500
Second Line Capital
Louisiana
$200K -$78.2K -2,075 -28%

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.