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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
AA
526
Ancora Advisors
Ohio
$156K -$15.9K -408 -9%
BCV
527
Banque Cantonale Vaudoise
Switzerland
$154K -$350 -9 -0.2%
BSB
528
Bangor Savings Bank
Maine
$147K -$28.4K -730 -16%
CIM
529
Contravisory Investment Management
Massachusetts
$145K +$142K +3,656 New
Jones Financial Companies
530
Jones Financial Companies
Missouri
$132K +$130K +3,343 New
IA
531
IFP Advisors
Florida
$130K +$7.93K +204 +7%
AWM
532
Abound Wealth Management
Tennessee
$129K +$27K +693 +27%
AF
533
Advisornet Financial
Minnesota
$125K +$44.7K +1,149 +57%
SNB
534
Security National Bank
Nebraska
$119K
FIM
535
Fernwood Investment Management
Massachusetts
$109K +$107K +2,750 New
PWMG
536
Prestige Wealth Management Group
New Jersey
$107K -$11.7M -300,496 -99%
UOTTAIMCU
537
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$103K +$49.3K +1,267 +95%
PFSC
538
Peoples Financial Services Corp
Pennsylvania
$99.2K -$35K -900 -26%
PK
539
Pflug Koory
Nebraska
$97.5K +$233 +6 +0.2%
ANBT
540
American National Bank & Trust
Texas
$96.7K +$82.3K +2,115 +639%
TFGT
541
TS Financial Group (TSFG)
Illinois
$94K -$9.96K -256 -10%
UB
542
UMB Bank
Missouri
$90.7K +$4.86K +125 +6%
ACM
543
Anfield Capital Management
California
$90.4K +$89K +2,288 New
ORAM
544
One River Asset Management
Connecticut
$90.1K +$88.6K +2,279 New
FFWA
545
FRG Family Wealth Advisors
Washington
$88.7K +$95.3K +2,450 New
TSWM
546
Tyler-Stone Wealth Management
Ohio
$84.4K -$4.86K -125 -6%
FRA
547
Front Row Advisors
California
$83.9K +$14.1K +363 +21%
CCM
548
Chilton Capital Management
Texas
$81.6K
ST
549
Smithfield Trust
Pennsylvania
$81K
GTAM
550
Global Trust Asset Management
Florida
$80.8K -$13.6K -350 -15%

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.