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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
DSC
576
Duncker Streett & Co
Missouri
$9.6K
CF
577
Concorde Financial
Texas
$9.6K +$9.42K +250 New
VWM
578
Valley Wealth Managers
New Jersey
$9.56K -$18.9K -501 -67%
AIC
579
Archer Investment Corporation
Indiana
$9.07K
NRC
580
New Republic Capital
North Carolina
$8.83K +$8.66K +230 New
CA
581
Continuum Advisory
Idaho
$8.6K
LIA
582
Lynx Investment Advisory
District of Columbia
$8.59K +$8.44K +224 New
EAM
583
Eukles Asset Management
Ohio
$8.26K +$2.56K +68 +46%
MSFP
584
Mark Sheptoff Financial Planning
Connecticut
$8.26K +$8.1K +215 New
CIBC Private Wealth Group
585
CIBC Private Wealth Group
Georgia
$8.1K -$18.8K -498 -70%
FP
586
Financial Perspectives
Minnesota
$7.64K -$8.4K -223 -53%
NRG
587
Nemes Rush Group
Michigan
$7.41K +$7.27K +193 New
GI
588
Gradient Investments
Minnesota
$7.26K +$7.12K +189 New
FFA
589
Farther Finance Advisors
California
$7.02K +$75 +2 +1%
BFS
590
Bare Financial Services
Pennsylvania
$6.96K
PFA
591
Pathway Financial Advisers
Indiana
$6.87K +$75 +2 +1%
FCT
592
First Community Trust
Iowa
$6.84K
GEA
593
Glen Eagle Advisors
New Jersey
$6.76K -$12.3K -327 -65%
GI
594
GAMMA Investing
California
$6.72K -$7.08K -188 -52%
WB
595
Webster Bank
Connecticut
$6.53K
AWM
596
Angeles Wealth Management
California
$6.26K -$14.3K -380 -70%
AW
597
Avion Wealth
Texas
$6K +$38 +1 +0.6%
SS
598
Sunbelt Securities
Texas
$5.95K +$5.84K +155 New
FFA
599
Founders Financial Alliance
North Carolina
$5.94K -$1.43K -38 -20%
BTI
600
Blue Trust Inc
Georgia
$5.73K

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.