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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
QC
476
Quantessence Capital
New York
$377K +$401K +9,268 New
CAG
477
Csenge Advisory Group
Florida
$373K -$44.7K -1,033 -10%
WA
478
Wambolt & Associates
Colorado
$373K -$21.9K -507 -5%
ANTB
479
AMG National Trust Bank
Colorado
$368K +$3.94K +91 +1%
SWM
480
Stockman Wealth Management
Montana
$365K +$11.1K +256 +3%
RWA
481
Roberts Wealth Advisors
California
$358K -$9.52K -220 -2%
FA
482
Flagstar Advisors
New York
$356K +$1.86K +43 +0.5%
TCM
483
TD Capital Management
Tennessee
$355K +$3.98K +92 +1%
GSWM
484
Golden State Wealth Management
California
$353K +$375K +8,675 New
MA
485
Montag & Associates
Georgia
$352K +$1.17K +27 +0.3%
KW
486
KWB Wealth
California
$351K -$1.34K -31 -0.4%
AIIMS
487
Analyst IMS Investment Management Services
Israel
$349K
Parallax Volatility Advisers
488
Parallax Volatility Advisers
California
$344K +$292K +6,745 +391%
LSA
489
L & S Advisors
California
$344K +$1.3K +30 +0.4%
MWM
490
MGB Wealth Management
Texas
$344K
WCM
491
WealthTrak Capital Management
Virginia
$340K +$362K +8,356 New
MEAC
492
M.E. Allison & Co
Texas
$327K +$348K +8,044 New
CT
493
Caldwell Trust
Florida
$326K -$19.6K -454 -5%
ST
494
Spinnaker Trust
Maine
$322K +$3.89K +90 +1%
RW
495
RVW Wealth
California
$319K -$239K -5,517 -41%
MAM
496
Mystic Asset Management
Rhode Island
$318K +$338K +7,820 New
TC
497
Trilogy Capital
California
$318K -$4.85M -112,053 -93%
Qube Research & Technologies (QRT)
498
Qube Research & Technologies (QRT)
United Kingdom
$317K -$692K -15,986 -67%
BFA
499
Bragg Financial Advisors
North Carolina
$316K +$67.2K +1,552 +25%
CCFM
500
Clear Creek Financial Management
Washington
$315K +$433 +10 +0.1%

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.