We are live on ! Find out more
XLRE icon

State Street Real Estate Select Sector SPDR ETF

588 hedge funds and large institutions have $2.72B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 200

2.5% more ownership

Funds ownership: 63.81%66.31% (+2.5%)

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

1% less funds holding

Funds holding: 592588 (-4)

8% less capital invested

Capital invested by funds: $2.95B → $2.72B (-$232M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

29% less call options, than puts

Call options by funds: $17.6M | Put options by funds: $24.9M

Holders
588
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
9.33%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
71
Increased
221
Reduced
200
Closed
69
Calls
$17.6M
Puts
$24.9M
Net Calls
-$7.25M
Net Calls Change
+$957K
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
501
First Manhattan
New York
$10.6K -$5.22K -141 -31%
SMA
502
Sage Mountain Advisors
Georgia
$10.5K +$11.4K +308 New
BONH
503
Bank of New Hampshire
New Hampshire
$10.2K -$6.48K -175 -37%
PA
504
Parallel Advisors
California
$10.1K -$6.33K -171 -37%
RP
505
Rice Partnership
Hawaii
$9.47K
IRC
506
Investors Research Corp
Georgia
$9.27K
FGAM
507
Financial Gravity Asset Management
Texas
$8.98K +$8.84K +239 +629%
SC
508
SouthState Corp
Florida
$8.79K +$9.55K +258 New
DWA
509
Dougherty Wealth Advisers
Minnesota
$8.72K
AIC
510
Archer Investment Corporation
Indiana
$8.03K +$703 +19 +9%
SL
511
Salomon & Ludwin
Virginia
$7.5K +$3.63K +98 New
FFA
512
Farther Finance Advisors
California
$6.24K
FCT
513
First Community Trust
Iowa
$6.06K
NCM
514
Northwest Capital Management
Oregon
$6.03K -$17K -460 -72%
CHA
515
Carmichael Hill & Associates
Maryland
$6K
PFA
516
Pathway Financial Advisers
Indiana
$5.93K +$6.44K +174 New
WB
517
Webster Bank
Connecticut
$5.79K
FFA
518
Founders Financial Alliance
North Carolina
$5.25K
RWPA
519
Richard W. Paul & Associates
Michigan
$5.21K -$121K -3,281 -96%
DSC
520
Duncker Streett & Co
Missouri
$5.11K
RMC
521
Resources Management Corp
Connecticut
$5K
CAS
522
Coppell Advisory Solutions
Texas
$4.99K +$5K +135 New
GFPC
523
Global Financial Private Client
Florida
$4.85K
BAM
524
Bellevue Asset Management
Washington
$4.74K
CIA
525
Cape Investment Advisory
Georgia
$4.7K

XLRE Hedge Fund Activity: Q3 2023 in Review

588 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2023, worth a combined $2.72B — down 7.9% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new XLRE positions and 69 closed out — a net gain of 2 holders — while 221 added to existing stakes and 200 trimmed.

The largest buyer was Creative Planning, adding an estimated $144M. The largest seller was Millennium Management, cutting an estimated $38.2M.

  • 588 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2023, down from 592 in Q2 2023.
  • Funds reported $2.72B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2023, down 7.9% quarter-over-quarter.
  • 71 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2023 and 69 closed out, a net change of +2 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2023 was Creative Planning, an estimated $144M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2023 was Millennium Management, an estimated $38.2M sold.

Based on aggregated 13F filings for Q3 2023.