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State Street Real Estate Select Sector SPDR ETF

683 hedge funds and large institutions have $4.54B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 221

19% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 74

4% more capital invested

Capital invested by funds: $4.36B → $4.54B (+$184M)

1% more funds holding

Funds holding: 678683 (+5)

2.13% less ownership

Funds ownership: 75.87%73.73% (-2.1%)

54% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $35M

56% less funds holding in top 10

Funds holding in top 10: 167 (-9)

Holders
683
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.84%
Holding in Top 10
7
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-56.25%
% of All Funds
0.1%
New
88
Increased
273
Reduced
221
Closed
74
Calls
$16.2M
Puts
$35M
Net Calls
-$18.8M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
501
D.L. Carlson Investment Group
New Hampshire
$220K -$264K -6,787 -55%
IBOK
502
Independence Bank of Kentucky
Kentucky
$218K +$1.36K +35 +0.6%
SC
503
Scotia Capital
Ontario, Canada
$217K -$15.2K -390 -7%
SC
504
Solstein Capital
California
$217K -$69K -1,775 -24%
CAC
505
Core Alternative Capital
Georgia
$217K -$548K -14,098 -72%
OWA
506
Outlook Wealth Advisors
Texas
$213K +$210K +5,399 New
MOS
507
MGO One Seven
Ohio
$213K -$7.12K -183 -3%
FCI
508
Financial Counselors Inc
Kansas
$212K -$4.24K -109 -2%
JFG
509
Jefferies Financial Group
New York
$212K -$2.93M -75,453 -93%
NDSI
510
Newman Dignan & Sheerar Inc
Rhode Island
$211K -$26.5K -681 -11%
CCM
511
Cullen Capital Management
New York
$209K -$18.3M -469,478 -99%
BHA
512
Beech Hill Advisors
New York
$209K +$206K +5,288 New
Fidelity Investments
513
Fidelity Investments
Massachusetts
$208K +$81.4K +2,094 +66%
REMPR
514
Roof Eidam Maycock Peralta (REMP)
California
$203K +$1.32K +34 +0.7%
KPWG
515
KFA Private Wealth Group
Virginia
$202K +$2.29K +59 +1%
WI
516
Wintrust Investments
Illinois
$201K +$3.93K +101 +2%
TA
517
TFB Advisors
Kansas
$201K +$389 +10 +0.2%
LWANC
518
Laurel Wealth Advisors (North Carolina)
North Carolina
$183K -$119K -3,062 -40%
CA
519
Clearstead Advisors
Ohio
$181K +$121K +3,106 +186%
RCM
520
Raleigh Capital Management
North Carolina
$181K +$178K +4,578 +114,450%
GWSG
521
GPS Wealth Strategies Group
Colorado
$177K -$9.06K -233 -5%
ACA
522
Atlas Capital Advisors
Wyoming
$175K +$28.4K +731 +20%
LFG
523
Larson Financial Group
Missouri
$174K +$10.7K +274 +7%
DIP
524
DT Investment Partners
Pennsylvania
$173K -$78 -2 -0%
CFB
525
Cullen/Frost Bankers
Texas
$158K +$5.99K +154 +4%

XLRE Hedge Fund Activity: Q1 2024 in Review

683 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2024, worth a combined $4.54B — up 4.2% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new XLRE positions and 74 closed out — a net gain of 14 holders — while 273 added to existing stakes and 221 trimmed.

The largest buyer was Bank of America, adding an estimated $331M. The largest seller was Morgan Stanley, cutting an estimated $190M.

  • 683 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2024, up from 678 in Q4 2023.
  • Funds reported $4.54B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 88 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2024 and 74 closed out, a net change of +14 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2024 was Bank of America, an estimated $331M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2024.