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State Street Real Estate Select Sector SPDR ETF

655 hedge funds and large institutions have $4.59B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 243 increasing their positions, 242 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

2.41% more ownership

Funds ownership: 73.73%76.14% (+2.4%)

1% more capital invested

Capital invested by funds: $4.54B → $4.59B (+$45.5M)

0% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 242

4% less funds holding

Funds holding: 683655 (-28)

25% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 87

80% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $82.6M

Holders
655
Holders Change
-28
Holders Change %
-4.1%
% of All Funds
9.46%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
65
Increased
243
Reduced
242
Closed
87
Calls
$16.7M
Puts
$82.6M
Net Calls
-$65.9M
Net Calls Change
-$47.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
526
BlackRock
New York
$73.4K -$16.9M -448,061 -100%
UB
527
UMB Bank
Missouri
$73.1K -$14.7K -391 -17%
HCP
528
Hexagon Capital Partners
Arkansas
$72K +$188 +5 +0.3%
PIS
529
POM Investment Strategies
North Carolina
$68.1K
CAL
530
Capital Advisors Ltd
Ohio
$66K -$470K -12,487 -88%
SWA
531
SOA Wealth Advisors
New York
$61.6K -$3.05K -81 -5%
NP
532
NorthRock Partners
Minnesota
$60.5K +$22K +585 +59%
BSB
533
Bangor Savings Bank
Maine
$55.4K -$86.1K -2,286 -61%
IAIM
534
International Assets Investment Management
Florida
$53.7K +$52.6K +1,397 New
VF
535
VitalStone Financial
Texas
$53K +$52K +1,381 New
VCM
536
Viewpoint Capital Management
Washington
$52.6K
WTC
537
WhitTier Trust Company
Nevada
$52.1K
APC
538
Aspire Private Capital
North Carolina
$47K -$4.97K -132 -10%
FDCDDQ
539
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.6K -$25.9K -687 -40%
AA
540
Addison Advisors
Vermont
$37.5K
TCWA
541
Turtle Creek Wealth Advisors
Texas
$35.6K
Parallax Volatility Advisers
542
Parallax Volatility Advisers
California
$34K -$21.1K -561 -39%
Northwestern Mutual Wealth Management
543
Northwestern Mutual Wealth Management
Wisconsin
$33.2K +$5.65K +150 +21%
CFGS
544
Concourse Financial Group Securities
Alabama
$30.5K -$10.7K -284 -26%
EWM
545
Evermay Wealth Management
Virginia
$28.2K
CHA
546
Carmichael Hill & Associates
Maryland
$27K +$19.9K +528 +300%
BBHC
547
Brown Brothers Harriman & Co
New York
$26.7K
TIM
548
Tortoise Investment Management
New York
$26.6K +$151 +4 +0.6%
AssetMark Inc
549
AssetMark Inc
California
$26K -$36.8K -978 -59%
BG
550
Bollard Group
Massachusetts
$23K +$188 +5 +0.8%

XLRE Hedge Fund Activity: Q2 2024 in Review

655 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2024, worth a combined $4.59B — up 1% from $4.54B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of XLRE and 65 opened new positions — a net loss of 22 holders — while 242 trimmed existing stakes and 243 added.

The largest buyer was Creative Planning, adding an estimated $111M. The largest seller was Capital Investment Advisors, cutting an estimated $31.3M.

  • 655 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2024, down from 683 in Q1 2024.
  • Funds reported $4.59B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2024, up 1% quarter-over-quarter.
  • 65 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2024 and 87 closed out, a net change of -22 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2024 was Creative Planning, an estimated $111M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2024 was Capital Investment Advisors, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2024.