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State Street Real Estate Select Sector SPDR ETF

683 hedge funds and large institutions have $4.54B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 221

19% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 74

4% more capital invested

Capital invested by funds: $4.36B → $4.54B (+$184M)

1% more funds holding

Funds holding: 678683 (+5)

2.13% less ownership

Funds ownership: 75.87%73.73% (-2.1%)

54% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $35M

56% less funds holding in top 10

Funds holding in top 10: 167 (-9)

Holders
683
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.84%
Holding in Top 10
7
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-56.25%
% of All Funds
0.1%
New
88
Increased
273
Reduced
221
Closed
74
Calls
$16.2M
Puts
$35M
Net Calls
-$18.8M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
651
D.J. St. Germain
Massachusetts
$2.61K
AFWM
652
Abich Financial Wealth Management
Virginia
$2.45K
MAWCM
653
Mine & Arao Wealth Creation & Management
California
$2.37K
HR
654
Howe & Rusling
New York
$1.98K -$3.5K -90 -64%
First Manhattan
655
First Manhattan
New York
$1.9K
CPBTD
656
Central Pacific Bank - Trust Division
Hawaii
$1.79K +$1.79K +46 New
MFT
657
Moisand Fitzgerald Tamayo
Florida
$1.62K
PSB
658
Piscataqua Savings Bank
New Hampshire
$1.62K
FFA
659
Frazier Financial Advisors
Ohio
$1.56K -$2.84K -73 -65%
WWP
660
WR Wealth Planners
Missouri
$1.46K +$1.44K +37 New
MHR
661
Matthew Hamilton Rosenberg
$1.4K
MCM
662
Manchester Capital Management
Vermont
$1.34K +$1.32K +34 New
PCMC
663
Private Capital Management (Colorado)
Colorado
$1.34K +$1.32K +34 New
KFI
664
Key Financial Inc
Pennsylvania
$1.23K
CSPIA
665
Cary Street Partners Investment Advisory
Virginia
$1.23K +$1.21K +31 New
PP
666
Pacifica Partners
Canada
$1.04K
CMP
667
Coston McIsaac & Partners
Maine
$1K
HFS
668
Hantz Financial Services
Michigan
$1K
POIA
669
Pin Oak Investment Advisors
Texas
$1K
ITIM
670
Indiana Trust & Investment Management
Indiana
$949
ME
671
McIlrath & Eck
Washington
$870
S
672
SignatureFD
Georgia
$870 +$389 +10 +83%
OHWP
673
Oak Harbor Wealth Partners
North Carolina
$712
DCM
674
Davis Capital Management
Florida
$699
MIA
675
MeadowBrook Investment Advisors
Michigan
$632

XLRE Hedge Fund Activity: Q1 2024 in Review

683 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2024, worth a combined $4.54B — up 4.2% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new XLRE positions and 74 closed out — a net gain of 14 holders — while 273 added to existing stakes and 221 trimmed.

The largest buyer was Bank of America, adding an estimated $331M. The largest seller was Morgan Stanley, cutting an estimated $190M.

  • 683 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2024, up from 678 in Q4 2023.
  • Funds reported $4.54B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 88 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2024 and 74 closed out, a net change of +14 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2024 was Bank of America, an estimated $331M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2024.