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State Street Real Estate Select Sector SPDR ETF

742 hedge funds and large institutions have $6.39B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 291 increasing their positions, 214 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 53

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

39% more capital invested

Capital invested by funds: $4.59B → $6.39B (+$1.81B)

36% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 214

13% more funds holding

Funds holding: 655742 (+87)

2.87% more ownership

Funds ownership: 76.14%79.01% (+2.9%)

84% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $194M

Holders
742
Holders Change
+87
Holders Change %
+13.28%
% of All Funds
10.65%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.24%
New
146
Increased
291
Reduced
214
Closed
53
Calls
$31.4M
Puts
$194M
Net Calls
-$162M
Net Calls Change
-$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
551
Betterment LLC
New York
$246K +$232K +5,509 New
AIA
552
Ally Invest Advisors
North Carolina
$244K +$3.92K +93 +2%
MWM
553
Moulton Wealth Management
Washington
$243K +$236K +5,595 New
TWP
554
Tyche Wealth Partners
Texas
$241K +$227K +5,395 New
GVAG
555
Great Valley Advisor Group
Delaware
$238K +$225K +5,333 New
SC
556
Solstein Capital
California
$238K -$2.11K -50 -0.9%
WCFA
557
Walkner Condon Financial Advisors
Wisconsin
$238K -$93.9K -2,229 -30%
FCI
558
Financial Counselors Inc
Kansas
$237K -$2.53K -60 -1%
VCP
559
Verus Capital Partners
Arizona
$235K +$1.39K +33 +0.6%
SSW
560
Smith Shellnut Wilson
Mississippi
$235K +$221K +5,254 New
REMPR
561
Roof Eidam Maycock Peralta (REMP)
California
$233K +$220K +5,218 New
EMAM
562
Encompass More Asset Management
California
$230K +$217K +5,156 New
CTI
563
Community Trust & Investment
Kentucky
$230K -$31.8K -754 -13%
C
564
CEDRUS
Colorado
$229K +$216K +5,132 New
PPH
565
Pure Portfolios Holdings
Oregon
$229K +$216K +5,118 New
IBOK
566
Independence Bank of Kentucky
Kentucky
$225K -$10.5K -250 -5%
LFAS
567
Level Four Advisory Services
Texas
$224K +$218K +5,179 New
HR
568
Hardy Reed
Mississippi
$223K -$36.1K -856 -15%
IAS
569
Insigneo Advisory Services
Florida
$223K -$17.6K -418 -8%
Fisher Asset Management
570
Fisher Asset Management
Washington
$220K +$208K +4,928 New
IIA
571
Integral Investment Advisors
California
$219K +$207K +4,911 New
SLC
572
Second Line Capital
Louisiana
$218K -$13.6K -322 -6%
AIP
573
Almanack Investment Partners
Pennsylvania
$218K +$205K +4,877 New
SWA
574
Stratos Wealth Advisors
Ohio
$213K +$201K +4,774 New
MFG
575
Merit Financial Group
Georgia
$213K +$200K +4,758 New

XLRE Hedge Fund Activity: Q3 2024 in Review

742 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2024, worth a combined $6.39B — up 39% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new XLRE positions and 53 closed out — a net gain of 93 holders — while 291 added to existing stakes and 214 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $209M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $67M sold.

  • 742 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2024, up from 655 in Q2 2024.
  • Funds reported $6.39B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2024, up 39% quarter-over-quarter.
  • 146 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2024 and 53 closed out, a net change of +93 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2024 was Squarepoint, an estimated $209M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $67M sold.

Based on aggregated 13F filings for Q3 2024.