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State Street Real Estate Select Sector SPDR ETF

678 hedge funds and large institutions have $4.36B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 214 increasing their positions, 217 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 59

129% more funds holding in top 10

Funds holding in top 10: 716 (+9)

60% more capital invested

Capital invested by funds: $2.72B → $4.36B (+$1.64B)

15% more funds holding

Funds holding: 588678 (+90)

9.56% more ownership

Funds ownership: 66.31%75.87% (+9.6%)

1% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 217

13% less call options, than puts

Call options by funds: $32.5M | Put options by funds: $37.4M

Holders
678
Holders Change
+90
Holders Change %
+15.31%
% of All Funds
9.88%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.23%
New
158
Increased
214
Reduced
217
Closed
59
Calls
$32.5M
Puts
$37.4M
Net Calls
-$4.96M
Net Calls Change
+$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
501
Bay Colony Advisors
Massachusetts
$217K +$194K +5,404 New
RJT
502
Raymond James Trust
Florida
$212K +$190K +5,304 New
IW
503
Imprint Wealth
South Carolina
$212K -$17.1K -476 -8%
RC
504
Roundview Capital
New Jersey
$210K -$174K -4,843 -48%
GVAG
505
Great Valley Advisor Group
Delaware
$210K -$51.9K -1,445 -22%
Amundi
506
Amundi
France
$210K +$190K +5,300 New
BA
507
Bridge Advisory
California
$207K +$186K +5,173 New
REMPR
508
Roof Eidam Maycock Peralta (REMP)
California
$204K +$183K +5,095 New
KPWG
509
KFA Private Wealth Group
Virginia
$202K +$181K +5,045 New
WI
510
Wintrust Investments
Illinois
$200K +$179K +4,991 New
GWSG
511
GPS Wealth Strategies Group
Colorado
$188K -$23.4K -653 -12%
Parallax Volatility Advisers
512
Parallax Volatility Advisers
California
$181K -$292K -8,128 -64%
BSB
513
Bangor Savings Bank
Maine
$179K +$8.8K +245 +6%
AA
514
Ancora Advisors
Ohio
$175K +$9.27K +258 +6%
DIP
515
DT Investment Partners
Pennsylvania
$168K -$37.5K -1,044 -19%
LFG
516
Larson Financial Group
Missouri
$165K +$7.9K +220 +6%
BCV
517
Banque Cantonale Vaudoise
Switzerland
$158K +$37.2K +1,035 +36%
CFB
518
Cullen/Frost Bankers
Texas
$153K
Barclays
519
Barclays
United Kingdom
$150K -$4.49M -124,914 -97%
ACA
520
Atlas Capital Advisors
Wyoming
$148K +$17.2K +478 +15%
PFSC
521
Peoples Financial Services Corp
Pennsylvania
$137K
Fidelity Investments
522
Fidelity Investments
Massachusetts
$127K -$13.5K -375 -11%
IA
523
IFP Advisors
Florida
$124K -$29.2K -813 -21%
OP
524
ORG Partners
Indiana
$122K
SNB
525
Security National Bank
Nebraska
$121K +$108K +3,012 New

XLRE Hedge Fund Activity: Q4 2023 in Review

678 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2023, worth a combined $4.36B — up 60% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new XLRE positions and 59 closed out — a net gain of 99 holders — while 214 added to existing stakes and 217 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $198M. The largest seller was Flagship Harbor Advisors, cutting an estimated $14.8M.

  • 678 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2023, up from 588 in Q3 2023.
  • Funds reported $4.36B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2023, up 60% quarter-over-quarter.
  • 158 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2023 and 59 closed out, a net change of +99 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2023 was Migdal Insurance & Financial Holdings, an estimated $198M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2023 was Flagship Harbor Advisors, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2023.