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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
FNT
501
First National Trust
Pennsylvania
$326K -$431K -10,227 -58%
FNBT
502
FineMark National Bank & Trust
Florida
$323K -$11.7K -278 -4%
BF
503
BOK Financial
Oklahoma
$319K -$274K -6,500 -47%
AC
504
Avestar Capital
New York
$316K
SBIA
505
Sheaff Brock Investment Advisors
Indiana
$314K +$9.56K +227 +3%
MWM
506
Modern Wealth Management
Kansas
$313K +$42 +1 +0%
RWA
507
River Wealth Advisors
Pennsylvania
$309K -$155K -3,679 -35%
GFPC
508
Global Financial Private Client
Florida
$308K +$284K +6,745 +4,652%
BCWM
509
Bartlett & Co Wealth Management
Ohio
$308K
KW
510
KWB Wealth
California
$303K -$801 -19 -0.2%
CF
511
Centaurus Financial
California
$301K +$6.83K +162 +2%
BCP
512
Berkeley Capital Partners
Georgia
$298K +$281K +6,680 New
TWA
513
Tandem Wealth Advisors
Arizona
$296K +$969 +23 +0.3%
MOS
514
MGO One Seven
Ohio
$293K +$47.2K +1,120 +21%
PT
515
Plimoth Trust
Massachusetts
$292K -$51.7K -1,228 -16%
CGA
516
Crescent Grove Advisors
Illinois
$288K
WPP
517
Whalerock Point Partners
Rhode Island
$286K
SWA
518
Strata Wealth Advisors
Texas
$286K +$270K +6,400 New
TA
519
TFB Advisors
Kansas
$284K +$33.9K +805 +15%
FFA
520
Florida Financial Advisors
Florida
$281K +$265K +6,293 New
RWA
521
Rooted Wealth Advisors
Illinois
$280K -$30.4K -721 -10%
EPM
522
Elm Partners Management
Pennsylvania
$280K +$264K +6,261 New
GFA
523
Gallagher Fiduciary Advisors
Illinois
$280K -$103K -2,449 -28%
PI
524
PFG Investments
New York
$279K +$6.49K +154 +3%
LSAG
525
Lake Street Advisors Group
New Hampshire
$279K

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.