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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
National Bank of Canada
551
National Bank of Canada
Quebec, Canada
$49K -$51.1K -1,422 -54%
MIM
552
MTM Investment Management
South Carolina
$45.8K
SJIM
553
St. Johns Investment Management
Florida
$44.1K -$4.96K -138 -11%
TC
554
Truvestments Capital
Florida
$43.9K +$215 +6 +0.5%
CFGS
555
Concourse Financial Group Securities
Alabama
$43.4K -$17.7K -494 -31%
TCWA
556
Turtle Creek Wealth Advisors
Texas
$43K +$38.5K +1,073 New
AA
557
Addison Advisors
Vermont
$41K -$1.98K -55 -5%
BWM
558
BKM Wealth Management
Wisconsin
$40.3K +$36.1K +1,006 New
IGWM
559
ICA Group Wealth Management
Colorado
$36.6K +$32.8K +913 New
GWMIA
560
Global Wealth Management Investment Advisory
Florida
$36.1K +$18K +500 +125%
RIL
561
Rothschild Investment LLC
Illinois
$33.6K +$30.1K +839 New
NSG
562
Nalls Sherbakoff Group
Tennessee
$31.5K
EWM
563
Evermay Wealth Management
Virginia
$29.4K
VWM
564
Valley Wealth Managers
New Jersey
$28.7K
TIM
565
Tortoise Investment Management
New York
$27.5K +$5.39K +150 +28%
PCTC
566
Perkins Coie Trust Company
Washington
$26.2K
RFA
567
Register Financial Advisors
Georgia
$24.8K +$22.2K +619 New
BG
568
Bollard Group
Massachusetts
$24K +$180 +5 +0.9%
HIA
569
Harbor Investment Advisory
Maryland
$23.8K
AWM
570
Angeles Wealth Management
California
$21.8K +$19.5K +543 New
GEA
571
Glen Eagle Advisors
New Jersey
$20.1K
SPWM
572
Spartan Planning & Wealth Management
North Carolina
$20K +$17.8K +495 +9,900%
LJHT
573
Laurie J. Hall Trustee
$20K +$18K +502 New
LOIP
574
Live Oak Investment Partners
Texas
$20K
EWA
575
EverSource Wealth Advisors
Alabama
$19.5K +$17.5K +488 New

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.