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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
DIP
576
DT Investment Partners
Pennsylvania
$212K -$126 -3 -0.1%
LL
577
LPWM LLC
Minnesota
$209K +$201K +4,776 New
VFA
578
Valeo Financial Advisors
Indiana
$208K +$196K +4,661 New
EWM
579
Evercore Wealth Management
New York
$206K +$195K +4,622 New
FT
580
Fiduciary Trust
Massachusetts
$206K +$194K +4,606 New
CWP
581
Concord Wealth Partners
Virginia
$204K +$8.47K +201 +5%
LIM
582
Leavell Investment Management
Alabama
$202K +$191K +4,530 New
GWSG
583
GPS Wealth Strategies Group
Colorado
$193K -$2.44K -58 -1%
ATS
584
Ashton Thomas Securities
New York
$185K +$175K +4,152 New
AF
585
Advisornet Financial
Minnesota
$182K +$7.54K +179 +5%
AA
586
Ancora Advisors
Ohio
$176K -$843 -20 -0.5%
AP
587
Advisors Preferred
Maryland
$167K +$159K +3,766 New
Walleye Capital
588
Walleye Capital
New York
$161K -$1.02M -24,100 -87%
AWM
589
Abound Wealth Management
Tennessee
$147K +$2.15K +51 +2%
ANBT
590
American National Bank & Trust
Texas
$145K +$12.6K +300 +10%
SNB
591
Security National Bank
Nebraska
$135K
RDFA
592
Ritter Daniher Financial Advisory
Ohio
$132K +$119K +2,831 +2,283%
OWP
593
ORG Wealth Partners
Texas
$129K +$122K +2,893 New
AWM
594
Angeles Wealth Management
California
$125K +$111K +2,636 +1,617%
PFSC
595
Peoples Financial Services Corp
Pennsylvania
$112K
PWMG
596
Prestige Wealth Management Group
New Jersey
$110K +$104K +2,470 New
VF
597
VitalStone Financial
Texas
$105K +$40.5K +962 +70%
BA
598
Bristlecone Advisors
Washington
$101K +$95.4K +2,265 New
NP
599
NorthRock Partners
Minnesota
$100K +$27.9K +662 +42%
LI
600
LRI Investments
Florida
$99.2K +$97.3K +2,310 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.