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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
NCM
601
Northwest Capital Management
Oregon
$7.89K +$718 +20 +11%
SL
602
Salomon & Ludwin
Virginia
$7.5K
FFA
603
Farther Finance Advisors
California
$7.33K
FCT
604
First Community Trust
Iowa
$7.13K
CHA
605
Carmichael Hill & Associates
Maryland
$7.05K
PFA
606
Pathway Financial Advisers
Indiana
$7.05K +$72 +2 +1%
CT
607
Cambridge Trust
Massachusetts
$7.01K -$6.28K -175 -50%
WB
608
Webster Bank
Connecticut
$6.81K
BFS
609
Bare Financial Services
Pennsylvania
$6.77K +$6.07K +169 New
FFA
610
Founders Financial Alliance
North Carolina
$6.18K
Toronto Dominion Bank
611
Toronto Dominion Bank
Ontario, Canada
$5.93K +$5.32K +148 New
GFPC
612
Global Financial Private Client
Florida
$5.81K
HR
613
Howe & Rusling
New York
$5.61K +$5.03K +140 New
BAM
614
Bellevue Asset Management
Washington
$5.57K
CIA
615
Cape Investment Advisory
Georgia
$5.53K
FWM
616
Focused Wealth Management
New York
$5.36K +$36 +1 +0.8%
AWM
617
Activest Wealth Management
Florida
$5.01K
EW
618
Element Wealth
Mississippi
$5.01K
GFL
619
Granite FO LLC
New Hampshire
$5.01K
JEST
620
JTC Employer Solutions Trustee
Jersey
$5K
RMC
621
Resources Management Corp
Connecticut
$5K
KHC
622
Koesten Hirschmann & Crabtree
Kansas
$4.85K +$4.34K +121 New
SSB
623
Sandy Spring Bank
Maryland
$4.85K
GWS
624
Glassman Wealth Services
Virginia
$4.62K +$36 +1 +0.9%
FFA
625
Frazier Financial Advisors
Ohio
$4.5K +$4.02K +112 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.