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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
FNBOH
501
First National Bank of Hutchinson
Kansas
$315K
Betterment LLC
502
Betterment LLC
New York
$311K +$92K +2,127 +39%
TBC
503
Ted Buchan & Co
California
$310K
SC
504
Scotia Capital
Ontario, Canada
$309K -$105K -2,429 -24%
WIC
505
Woodmont Investment Counsel
Tennessee
$308K -$19.3K -445 -6%
PWM
506
Perigon Wealth Management
California
$307K -$821K -18,983 -72%
JPLA
507
Joseph P. Lucia & Associates
New York
$305K +$77.3K +1,786 +31%
IA
508
IFP Advisors
Florida
$303K +$82.8K +1,913 +35%
SWP
509
Stratos Wealth Partners
Ohio
$296K -$267K -6,159 -46%
PI
510
PFG Investments
New York
$295K +$43.4K +1,003 +16%
FNBT
511
FineMark National Bank & Trust
Florida
$294K
AC
512
Avestar Capital
New York
$294K +$6.84K +158 +2%
Fisher Asset Management
513
Fisher Asset Management
Washington
$292K +$97.4K +2,251 +46%
BF
514
Bonfire Financial
Colorado
$291K +$310K +7,165 New
BWM
515
BCO Wealth Management
New Mexico
$289K +$308K +7,115 New
TWA
516
Tandem Wealth Advisors
Arizona
$289K +$20.3K +468 +7%
Simplex Trading
517
Simplex Trading
Illinois
$288K -$3.38M -78,006 -92%
SBIA
518
Sheaff Brock Investment Advisors
Indiana
$286K +$173 +4 +0.1%
AAP
519
Arax Advisory Partners
Colorado
$286K +$274K +6,342 +923%
BF
520
BOK Financial
Oklahoma
$285K
FNT
521
First National Trust
Pennsylvania
$284K -$13.8K -320 -4%
PFA
522
Peak Financial Advisors
Colorado
$284K +$302K +6,984 New
WS
523
Wedbush Securities
California
$282K +$49.3K +1,139 +20%
PCWA
524
Pacific Capital Wealth Advisors
California
$282K +$300K +6,933 New
FUBT
525
First United Bank & Trust
Maryland
$281K -$60.7K -1,402 -17%

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.