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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
PIWA
601
Prevail Innovative Wealth Advisors
Kansas
-$951K -25,239 Closed
RHP
602
Royal Harbor Partners
Texas
-$909K -24,107 Closed
AFG
603
Atomi Financial Group
New York
-$797K -21,157 Closed
APWA
604
Atlas Private Wealth Advisors
New Jersey
-$781K -20,718 Closed
FIA
605
Foundations Investment Advisors
Arizona
-$764K -20,273 Closed
SCA
606
Snowden Capital Advisors
New York
-$651K -17,275 Closed
YIH
607
Y-Intercept (HK)
Hong Kong
-$547K -14,512 Closed
PFA
608
Pinnacle Family Advisors
Missouri
-$539K -14,307 Closed
LCM
609
Lunt Capital Management
Utah
-$539K -14,305 Closed
Walleye Trading
610
Walleye Trading
New York
-$513K -13,603 Closed
PG
611
Prostatis Group
Maryland
-$23.6K -13,174 Closed
AWE
612
Avidian Wealth Enterprises
Texas
-$409K -10,839 Closed
C
613
CEDRUS
Colorado
-$382K -10,137 Closed
CG
614
CFO4Life Group
Texas
-$353K -9,369 Closed
PA
615
PFG Advisors
Arizona
-$351K -9,315 Closed
CWM
616
Castle Wealth Management
Florida
-$268K -7,099 Closed
RJT
617
Raymond James Trust
Florida
-$266K -7,072 Closed
LRWA
618
Long Run Wealth Advisors
New York
-$263K -6,988 Closed
BWM
619
Baron Wealth Management
Michigan
-$263K -6,972 Closed
AG
620
Appleton Group
Wisconsin
-$258K -6,833 Closed
UCFA
621
United Capital Financial Advisors
Texas
-$248K -6,592 Closed
SC
622
Savant Capital
Illinois
-$232K -6,144 Closed
BCMO
623
Buckingham Capital Management (Ohio)
Ohio
-$231K -6,131 Closed
WS
624
Wedbush Securities
California
-$229K -6,080 Closed
Cerity Partners
625
Cerity Partners
New York
-$226K -6,004 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.