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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
FAM
526
Flaharty Asset Management
Florida
$4.7K +$5.11K +138 New
PFBT
527
Parkside Financial Bank & Trust
Missouri
$4.59K +$37 +1 +0.7%
FWM
528
Focused Wealth Management
New York
$4.52K +$37 +1 +0.8%
CWC
529
Carolinas Wealth Consulting
North Carolina
$4.43K
EW
530
Element Wealth
Mississippi
$4.26K
GFL
531
Granite FO LLC
New Hampshire
$4.26K
AWM
532
Activest Wealth Management
Florida
$4.26K +$4.63K +125 New
SSB
533
Sandy Spring Bank
Maryland
$4.12K -$42.6K -1,150 -90%
JEST
534
JTC Employer Solutions Trustee
Jersey
$4K
TSW
535
Thompson Siegel & Walmsley
Virginia
$4K
GWS
536
Glassman Wealth Services
Virginia
$3.89K +$4.22K +114 New
WIM
537
Westside Investment Management
California
$3.78K
WTA
538
Washington Trust Advisors
Massachusetts
$3.37K
MWM
539
Mascoma Wealth Management
New Hampshire
$3.27K
AIA
540
Armor Investment Advisors
North Carolina
$3.13K
AWA
541
Authentikos Wealth Advisory
California
$3.1K +$3.37K +91 New
HBW
542
Hazlett, Burt & Watson
West Virginia
$3K
WAS
543
Winch Advisory Services
Wisconsin
$3K +$37 +1 +1%
AAP
544
Arax Advisory Partners
Colorado
$2.96K -$43.8K -1,184 -93%
PPC
545
Park Place Capital
Alabama
$2.83K
QC
546
Quent Capital
New York
$2.81K
S
547
SignatureFD
Georgia
$2.76K -$4K -108 -57%
PP
548
PFS Partners
New Jersey
$2.6K
AF
549
Arrow Financial
New York
$2.52K -$2.18K -59 -44%
PB
550
Pinnacle Bancorp
Nebraska
$2.28K

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.