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State Street Real Estate Select Sector SPDR ETF

763 hedge funds and large institutions have $5.38B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 283 increasing their positions, 253 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 99

12% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 253

3% more funds holding

Funds holding: 742763 (+21)

1.5% less ownership

Funds ownership: 79.01%77.51% (-1.5%)

16% less capital invested

Capital invested by funds: $6.39B → $5.38B (-$1.02B)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

81% less call options, than puts

Call options by funds: $34M | Put options by funds: $175M

Holders
763
Holders Change
+21
Holders Change %
+2.83%
% of All Funds
10.05%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
134
Increased
283
Reduced
253
Closed
99
Calls
$34M
Puts
$175M
Net Calls
-$141M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
601
AmeriFlex Group
Nevada
$132K +$138K +3,194 New
WA
602
WestEnd Advisors
North Carolina
$130K -$46.8M -1,081,244 -100%
LP
603
LMR Partners
United Kingdom
$129K +$137K +3,164 New
SNB
604
Security National Bank
Nebraska
$129K +$6.49K +150 +5%
CF
605
Centaurus Financial
California
$127K -$156K -3,613 -54%
OWP
606
ORG Wealth Partners
Texas
$118K
Walleye Trading
607
Walleye Trading
New York
$109K -$143K -3,300 -55%
MWA
608
Medallion Wealth Advisors
Connecticut
$109K +$115K +2,669 New
RIA
609
Realta Investment Advisors
Delaware
$107K +$34.6K +800 +44%
HR
610
Howe & Rusling
New York
$106K +$74.1K +1,713 +189%
CAL
611
Capital Analysts LLC
Pennsylvania
$106K +$83.7K +1,934 +283%
BSB
612
Bangor Savings Bank
Maine
$102K +$45.7K +1,057 +73%
PFSC
613
Peoples Financial Services Corp
Pennsylvania
$102K -$130 -3 -0.1%
EB
614
Eastern Bank
Massachusetts
$99K +$96.3K +2,225 +1,070%
LI
615
LRI Investments
Florida
$93.9K
BA
616
Bristlecone Advisors
Washington
$92.1K
NP
617
NorthRock Partners
Minnesota
$90.9K -$87 -2 -0.1%
HT
618
Headlands Technologies
Illinois
$89.5K +$95.2K +2,201 New
CCM
619
Chilton Capital Management
Texas
$89.5K +$519 +12 +0.5%
CWP
620
Concord Wealth Partners
Virginia
$88.7K -$103K -2,389 -52%
TFGT
621
TS Financial Group (TSFG)
Illinois
$87K -$433 -10 -0.5%
MG
622
MilWealth Group
Wisconsin
$86.9K +$92.4K +2,136 New
FFL
623
Financial Freedom LLC
Ohio
$84.8K -$400K -9,247 -82%
ST
624
Smithfield Trust
Pennsylvania
$84K
LWANC
625
Laurel Wealth Advisors (North Carolina)
North Carolina
$82.2K

XLRE Hedge Fund Activity: Q4 2024 in Review

763 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2024, worth a combined $5.38B — down 16% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new XLRE positions and 99 closed out — a net gain of 35 holders — while 283 added to existing stakes and 253 trimmed.

The largest buyer was Creative Planning, adding an estimated $120M. The largest seller was Squarepoint, cutting an estimated $204M.

  • 763 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2024, up from 742 in Q3 2024.
  • Funds reported $5.38B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 134 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2024 and 99 closed out, a net change of +35 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2024 was Creative Planning, an estimated $120M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2024 was Squarepoint, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2024.