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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
FGAM
576
Financial Gravity Asset Management
Texas
$18.7K +$8.73K +243 +88%
FP
577
Financial Perspectives
Minnesota
$16.9K +$72 +2 +0.5%
OSAM
578
O'Shaughnessy Asset Management
Connecticut
$16.7K -$44.7K -1,246 -75%
PWMG
579
Provence Wealth Management Group
California
$16.7K
CWC
580
Carolinas Wealth Consulting
North Carolina
$16K +$9.52K +265 +198%
NFSG
581
Newbridge Financial Services Group
Florida
$15.5K
SFCL
582
Strengthening Families & Communities LLC
Massachusetts
$15.1K +$144 +4 +1%
AAMA
583
Advanced Asset Management Advisors
Ohio
$15.1K
WIA
584
Wetzel Investment Advisors
Indiana
$15K +$13K +362 New
ANBT
585
American National Bank & Trust
Texas
$13.3K +$10.1K +281 +562%
EWM
586
EPG Wealth Management
Georgia
$12.8K +$108 +3 +0.9%
BONH
587
Bank of New Hampshire
New Hampshire
$12K
PA
588
Parallel Advisors
California
$11.9K +$36 +1 +0.3%
NP
589
NorthRock Partners
Minnesota
$11.8K +$10.6K +295 New
MSS
590
Mitchell Sinkler & Starr
Pennsylvania
$11.5K +$10.3K +288 New
RP
591
Rice Partnership
Hawaii
$11.1K
MSG
592
Main Street Group
Virginia
$11K +$9.88K +275 New
IRC
593
Investors Research Corp
Georgia
$10.9K
DWA
594
Dougherty Wealth Advisers
Minnesota
$10.3K
DSC
595
Duncker Streett & Co
Missouri
$10K +$3.59K +100 +67%
Northwestern Mutual Wealth Management
596
Northwestern Mutual Wealth Management
Wisconsin
$9.78K -$3.48K -97 -28%
AIC
597
Archer Investment Corporation
Indiana
$9.45K
GI
598
GAMMA Investing
California
$9.38K +$8.83K +246 New
BAM
599
Byrne Asset Management
New Jersey
$8.45K -$7.68K -214 -50%
ADL
600
Asset Dedication LLC
California
$8K +$6.93K +193 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.