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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
Betterment LLC
626
Betterment LLC
New York
-$220K -5,825 Closed
PWW
627
Pettyjohn Wood & White
Virginia
-$219K -5,808 Closed
Renaissance Technologies
628
Renaissance Technologies
New York
-$219K -5,800 Closed
KPWS
629
Kestra Private Wealth Services
Texas
-$211K -5,592 Closed
CAPTRUST Financial Advisors
630
CAPTRUST Financial Advisors
North Carolina
-$207K -5,500 Closed
SIM
631
Seaview Investment Managers
Florida
-$205K -5,439 Closed
TA
632
TFB Advisors
Kansas
-$205K -5,436 Closed
SW
633
SMART Wealth
Nebraska
-$204K -5,420 Closed
KFGK
634
Keystone Financial Group (Kentucky)
Kentucky
-$203K -5,391 Closed
VA
635
Valmark Advisers
Ohio
-$203K -5,383 Closed
RPCONE
636
Retirement Planning Company of New England
Rhode Island
-$203K -5,378 Closed
MAS
637
Madden Advisory Services
Florida
-$202K -5,368 Closed
CL
638
CSS LLC
Illinois
-$192K -5,200 Closed
KHLMTHM
639
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
-$117K -3,116 Closed
CA
640
Crewe Advisors
Utah
-$81.8K -2,170 Closed
LC
641
Lindbrook Capital
California
-$43.4K -1,151 Closed
IGWM
642
ICA Group Wealth Management
Colorado
-$36.6K -971 Closed
LJHT
643
Laurie J. Hall Trustee
-$19K -502 Closed
Russell Investments Group
644
Russell Investments Group
United Kingdom
-$5.8K -154 Closed
PIAS
645
PCA Investment Advisory Services
Ohio
-$5.2K -138 Closed
AIP
646
Ameritas Investment Partners
Nebraska
-$3.81K -101 Closed
FBC
647
Fairfield, Bush & Co
Connecticut
-$3.77K -100 Closed
MG
648
Mather Group
Illinois
-$3.77K -100 Closed
HS
649
Horan Securities
United States
-$3.56K -94 Closed
LFA
650
LGT Financial Advisors
Texas
-$3.16K -84 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.