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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
ME
576
McIlrath & Eck
Washington
$750
EAM
577
Eukles Asset Management
Ohio
$715
TF
578
Tompkins Financial
New York
$681
OHWP
579
Oak Harbor Wealth Partners
North Carolina
$613
BL
580
Balentine LLC
Georgia
$375
FAM
581
Family Asset Management
South Carolina
$341
PMFA
582
Plante Moran Financial Advisors
Michigan
$170 +$185 +5 New
SPWM
583
Spartan Planning & Wealth Management
North Carolina
$170 +$185 +5 New
GI
584
Gradient Investments
Minnesota
$141
RCM
585
Raleigh Capital Management
North Carolina
$136
DFA
586
DHJJ Financial Advisors
Illinois
$103 +$111 +3 New
AWM
587
AllSquare Wealth Management
New York
$102
GCS
588
Gordian Capital (Singapore)
Singapore
$34 +$37 +1 New
QIM
589
Quantitative Investment Management
Virginia
-$21.4M -567,351 Closed
MTWSIF
590
Mivtachim The Workers Social Insurance Fund
Israel
-$20.4M -540,000 Closed
SOADOR
591
State of Alaska Department of Revenue
Alaska
-$2.92M -77,462 Closed
CF
592
Clarity Financial
Texas
-$2.43M -64,498 Closed
V
593
Veritable
Delaware
-$2.29M -60,672 Closed
Squarepoint
594
Squarepoint
New York
-$2.17M -57,652 Closed
Walleye Capital
595
Walleye Capital
New York
-$2.15M -57,165 Closed
WF
596
Wayfinding Financial
Washington
-$2.12M -55,880 Closed
CC
597
Centiva Capital
New York
-$1.52M -40,245 Closed
RWA
598
Rooted Wealth Advisors
Illinois
-$1.51M -39,625 Closed
BFS
599
Bard Financial Services
Connecticut
-$1.25M -33,049 Closed
MWA
600
MFA Wealth Advisors
Pennsylvania
-$1.12M -29,741 Closed

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.