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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
BBHC
651
Brown Brothers Harriman & Co
New York
$1.48K
FWP
652
FAS Wealth Partners
Kansas
$1.44K +$1.29K +36 New
MHR
653
Matthew Hamilton Rosenberg
$1.44K
GWANC
654
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.41K
KFI
655
Key Financial Inc
Pennsylvania
$1.24K
PP
656
Pacifica Partners
Canada
$1.03K
AW
657
Avion Wealth
Texas
$1K
CMP
658
Coston McIsaac & Partners
Maine
$1K
HFS
659
Hantz Financial Services
Michigan
$1K
POIA
660
Pin Oak Investment Advisors
Texas
$1K
ITIM
661
Indiana Trust & Investment Management
Indiana
$961
ME
662
McIlrath & Eck
Washington
$881
EAM
663
Eukles Asset Management
Ohio
$841
TF
664
Tompkins Financial
New York
$801
OLVIG
665
Oliver Lagore Vanvalin Investment Group
Michigan
$768 -$180 -5 -21%
OHWP
666
Oak Harbor Wealth Partners
North Carolina
$721
DCM
667
Davis Capital Management
Florida
$721 +$646 +18 New
MIA
668
MeadowBrook Investment Advisors
Michigan
$641 +$575 +16 New
TVAMP
669
Tennessee Valley Asset Management Partners
Tennessee
$641 +$575 +16 New
HCM
670
Highlander Capital Management
New Jersey
$601
S
671
SignatureFD
Georgia
$481 -$2.48K -69 -85%
GI
672
Gradient Investments
Minnesota
$448 +$251 +7 +175%
BL
673
Balentine LLC
Georgia
$441
EC
674
EdgeRock Capital
Colorado
$421 +$395 +11 New
AC
675
AlphaCore Capital
California
$361 -$1.62K -45 -83%

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.