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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
HCP
526
Hexagon Capital Partners
Arkansas
$112K -$29.4K -820 -23%
QT
527
Quantbot Technologies
New York
$106K +$95.2K +2,650 New
TFGT
528
TS Financial Group (TSFG)
Illinois
$105K -$12.5K -347 -12%
AWM
529
Abound Wealth Management
Tennessee
$103K +$1.26K +35 +1%
PK
530
Pflug Koory
Nebraska
$98.5K
GTAM
531
Global Trust Asset Management
Florida
$95.9K -$24.7K -688 -22%
TSWM
532
Tyler-Stone Wealth Management
Ohio
$90.5K -$9.7K -270 -11%
UB
533
UMB Bank
Missouri
$86.9K +$8.98K +250 +13%
CCM
534
Chilton Capital Management
Texas
$82.7K -$8.76K -244 -11%
ST
535
Smithfield Trust
Pennsylvania
$82K +$35.8K +997 +95%
AF
536
Advisornet Financial
Minnesota
$80.9K -$4.02K -112 -5%
WP
537
WealthShield Partners
North Carolina
$80.9K -$4.06K -113 -5%
TCPG
538
Trivant Custom Portfolio Group
California
$73.5K +$65.9K +1,835 New
PIS
539
POM Investment Strategies
North Carolina
$71K +$63.6K +1,772 New
FRA
540
Front Row Advisors
California
$70.5K -$35.6K -991 -36%
FDCDDQ
541
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.9K +$24.7K +687 +67%
SWA
542
SOA Wealth Advisors
New York
$67.2K +$503 +14 +0.8%
CA
543
Clearstead Advisors
Ohio
$67K -$57K -1,586 -49%
T
544
Tidemark
California
$63K +$56.5K +1,572 New
VCM
545
Viewpoint Capital Management
Washington
$54.8K
WTC
546
WhitTier Trust Company
Nevada
$54.4K
TWM
547
Tradition Wealth Management
Minnesota
$54K
UOTTAIMCU
548
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$53.4K +$25.2K +701 +111%
BWL
549
Bogart Wealth LLC
Virginia
$53K -$9.34K -260 -16%
APC
550
Aspire Private Capital
North Carolina
$50.3K +$6.61K +184 +17%

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.