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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
DJSG
551
D.J. St. Germain
Massachusetts
$2.25K
HWP
552
Hibernia Wealth Partners
Louisiana
$2.22K +$2.4K +65 New
LF
553
Lee Financial
Texas
$2.11K +$2.29K +62 New
Franklin Resources
554
Franklin Resources
California
$2.11K
IPW
555
Impact Partnership Wealth
Georgia
$2.11K
MAWCM
556
Mine & Arao Wealth Creation & Management
California
$2.04K
RDFA
557
Ritter Daniher Financial Advisory
Ohio
$2.04K +$2.22K +60 New
BTI
558
Blue Trust Inc
Georgia
$2K
AC
559
AlphaCore Capital
California
$1.84K
SWA
560
Sutton Wealth Advisors
Florida
$1.7K
ANBT
561
American National Bank & Trust
Texas
$1.7K +$1.85K +50 New
MFT
562
Moisand Fitzgerald Tamayo
Florida
$1.4K
PSB
563
Piscataqua Savings Bank
New Hampshire
$1.4K
BBHC
564
Brown Brothers Harriman & Co
New York
$1.26K +$1.37K +37 New
MHR
565
Matthew Hamilton Rosenberg
$1.23K
GWANC
566
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.2K +$111 +3 +9%
CCP
567
Carmel Capital Partners
California
$1.19K +$1.29K +35 New
KFI
568
Key Financial Inc
Pennsylvania
$1.06K +$481 +13 +72%
HCM
569
Highlander Capital Management
New Jersey
$1K
POIA
570
Pin Oak Investment Advisors
Texas
$1K
AW
571
Avion Wealth
Texas
$1K +$37 +1 +3%
HFS
572
Hantz Financial Services
Michigan
$1K +$37 +1 +3%
PP
573
Pacifica Partners
Canada
$903
ITIM
574
Indiana Trust & Investment Management
Indiana
$818 +$888 +24 New
OLVIG
575
Oliver Lagore Vanvalin Investment Group
Michigan
$805 -$37 -1 -4%

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.