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State Street Real Estate Select Sector SPDR ETF

742 hedge funds and large institutions have $6.39B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 291 increasing their positions, 214 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 53

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

39% more capital invested

Capital invested by funds: $4.59B → $6.39B (+$1.81B)

36% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 214

13% more funds holding

Funds holding: 655742 (+87)

2.87% more ownership

Funds ownership: 76.14%79.01% (+2.9%)

84% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $194M

Holders
742
Holders Change
+87
Holders Change %
+13.28%
% of All Funds
10.65%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.24%
New
146
Increased
291
Reduced
214
Closed
53
Calls
$31.4M
Puts
$194M
Net Calls
-$162M
Net Calls Change
-$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Stockman Wealth Management
Montana
$389K
TSMHT
477
Thurston Springer Miller Herd & Titak
Indiana
$388K +$366K +8,686 New
TCM
478
TD Capital Management
Tennessee
$385K +$364K +8,630 New
MA
479
Montag & Associates
Georgia
$385K
AIIMS
480
Analyst IMS Investment Management Services
Israel
$383K
IFG
481
Independent Financial Group
California
$379K -$16K -379 -4%
CT
482
Caldwell Trust
Florida
$379K +$23.7K +562 +7%
ACM
483
Arlington Capital Management
Illinois
$378K +$24.6K +585 +7%
IWP
484
Innova Wealth Partners
Pennsylvania
$378K +$357K +8,471 New
MWM
485
MGB Wealth Management
Texas
$377K
LSA
486
L & S Advisors
California
$377K -$4.31M -102,396 -92%
FTUS
487
Flow Traders U.S.
New York
$375K +$354K +8,403 New
ARG
488
Advisory Resource Group
Oklahoma
$374K -$37.9K -899 -10%
FUBT
489
First United Bank & Trust
Maryland
$371K -$42.6K -1,010 -11%
CFB
490
Cullen/Frost Bankers
Texas
$359K -$33.9K -804 -9%
WIC
491
Woodmont Investment Counsel
Tennessee
$359K -$62.2K -1,477 -16%
PGFC
492
Peapack-Gladstone Financial Corp
New Jersey
$352K +$110K +2,600 +49%
ST
493
Spinnaker Trust
Maine
$350K
RC
494
Rovin Capital
Arizona
$349K +$5.48K +130 +2%
FNBOH
495
First National Bank of Hutchinson
Kansas
$346K
Fidelity Investments
496
Fidelity Investments
Massachusetts
$345K -$98.5K -2,337 -23%
CCFM
497
Clear Creek Financial Management
Washington
$345K -$16.4K -389 -5%
TBC
498
Ted Buchan & Co
California
$341K
MW
499
Marcum Wealth
Ohio
$335K +$316K +7,501 New
WSFS
500
Wilmington Savings Fund Society
Delaware
$328K +$309K +7,340 New

XLRE Hedge Fund Activity: Q3 2024 in Review

742 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2024, worth a combined $6.39B — up 39% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new XLRE positions and 53 closed out — a net gain of 93 holders — while 291 added to existing stakes and 214 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $209M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $67M sold.

  • 742 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2024, up from 655 in Q2 2024.
  • Funds reported $6.39B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2024, up 39% quarter-over-quarter.
  • 146 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2024 and 53 closed out, a net change of +93 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2024 was Squarepoint, an estimated $209M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $67M sold.

Based on aggregated 13F filings for Q3 2024.