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State Street Real Estate Select Sector SPDR ETF

763 hedge funds and large institutions have $5.38B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 283 increasing their positions, 253 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 99

12% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 253

3% more funds holding

Funds holding: 742763 (+21)

1.5% less ownership

Funds ownership: 79.01%77.51% (-1.5%)

16% less capital invested

Capital invested by funds: $6.39B → $5.38B (-$1.02B)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

81% less call options, than puts

Call options by funds: $34M | Put options by funds: $175M

Holders
763
Holders Change
+21
Holders Change %
+2.83%
% of All Funds
10.05%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
134
Increased
283
Reduced
253
Closed
99
Calls
$34M
Puts
$175M
Net Calls
-$141M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
551
Larson Financial Group
Missouri
$241K +$5.67K +131 +2%
PWM
552
Pines Wealth Management
North Carolina
$240K +$265K +6,129 New
NDSI
553
Newman Dignan & Sheerar Inc
Rhode Island
$240K +$3.12K +72 +1%
EPM
554
Elm Partners Management
Pennsylvania
$240K -$15.8K -365 -6%
MOS
555
MGO One Seven
Ohio
$239K -$30K -694 -11%
WAP
556
Wealthcare Advisory Partners
Pennsylvania
$238K -$243K -5,607 -49%
Bank of Montreal
557
Bank of Montreal
Ontario, Canada
$235K -$1.07M -24,788 -81%
SC
558
Sierra Capital
Florida
$235K +$2.64K +61 +1%
PPP
559
Private Portfolio Partners
New Jersey
$235K +$476 +11 +0.2%
MMA
560
Miracle Mile Advisors
California
$234K +$249K +5,753 New
FCM
561
Fourpath Capital Management
Oklahoma
$231K +$246K +5,675 New
CA
562
Calton & Associates
Florida
$230K +$245K +5,664 New
BSHC
563
Breed's Hill Capital
Massachusetts
$230K
JFG
564
Jefferies Financial Group
New York
$230K -$1.39M -32,210 -85%
PCG
565
Prosperity Consulting Group
Maryland
$228K +$243K +5,607 New
FHA
566
First Horizon Advisors
Tennessee
$228K -$7.4K -171 -3%
TWP
567
Tyche Wealth Partners
Texas
$226K +$7.44K +172 +3%
BHA
568
Beech Hill Advisors
New York
$224K -$2.42K -56 -1%
SIC
569
Sigma Investment Counselors
Michigan
$223K +$238K +5,493 New
HH
570
Hilltop Holdings
Texas
$223K -$582K -13,453 -71%
AIP
571
Almanack Investment Partners
Pennsylvania
$219K +$22.4K +518 +11%
SC
572
Solstein Capital
California
$217K
REMPR
573
Roof Eidam Maycock Peralta (REMP)
California
$214K +$2.42K +56 +1%
MFG
574
Merit Financial Group
Georgia
$214K +$21.9K +506 +11%
RWA
575
Rooted Wealth Advisors
Illinois
$213K -$49.9K -1,153 -18%

XLRE Hedge Fund Activity: Q4 2024 in Review

763 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2024, worth a combined $5.38B — down 16% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new XLRE positions and 99 closed out — a net gain of 35 holders — while 283 added to existing stakes and 253 trimmed.

The largest buyer was Creative Planning, adding an estimated $120M. The largest seller was Squarepoint, cutting an estimated $204M.

  • 763 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2024, up from 742 in Q3 2024.
  • Funds reported $5.38B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 134 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2024 and 99 closed out, a net change of +35 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2024 was Creative Planning, an estimated $120M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2024 was Squarepoint, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2024.