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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
CAL
551
Capital Analysts LLC
Pennsylvania
$22K +$75 +2 +0.4%
FAM
552
Family Asset Management
South Carolina
$19.7K +$19.3K +513 New
MIM
553
MTM Investment Management
South Carolina
$19.4K -$26K -690 -58%
Franklin Resources
554
Franklin Resources
California
$18.7K +$18.3K +487 New
LOIP
555
Live Oak Investment Partners
Texas
$18.6K
National Bank of Canada
556
National Bank of Canada
Quebec, Canada
$17.8K -$16.3K -433 -48%
OSAM
557
O'Shaughnessy Asset Management
Connecticut
$15.4K -$9.98K -265 -40%
BCV
558
Banque Cantonale Vaudoise
Switzerland
$15K -$133K -3,526 -90%
SFCL
559
Strengthening Families & Communities LLC
Massachusetts
$15K +$151 +4 +1%
AAMA
560
Advanced Asset Management Advisors
Ohio
$14.9K
NMG
561
New Millennium Group
Utah
$14.9K +$14.6K +388 New
NFSG
562
Newbridge Financial Services Group
Florida
$14.8K
WIA
563
Wetzel Investment Advisors
Indiana
$14.3K
WCM
564
Weaver Capital Management
Georgia
$14.1K
EWM
565
EPG Wealth Management
Georgia
$13.3K -$12.9K -343 Closed
VCM
566
Versant Capital Management
Arizona
$12.6K +$12.4K +329 New
Deutsche Bank
567
Deutsche Bank
Germany
$12.5K
BONH
568
Bank of New Hampshire
New Hampshire
$11.5K
PA
569
Parallel Advisors
California
$11.4K -$979 -26 -8%
T
570
Tidemark
California
$11.1K -$48.3K -1,283 -82%
RP
571
Rice Partnership
Hawaii
$10.7K
MSG
572
Main Street Group
Virginia
$10.5K
IRC
573
Investors Research Corp
Georgia
$10.4K
BAM
574
Byrne Asset Management
New Jersey
$9.91K -$565 -15 -5%
DWA
575
Dougherty Wealth Advisers
Minnesota
$9.83K

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.