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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
EWM
651
Evermay Wealth Management
Virginia
$29.9K
OC
652
Oakworth Capital
Alabama
$29.2K -$2.64K -61 -8%
TIM
653
Tortoise Investment Management
New York
$28.5K +$216 +5 +0.7%
NC
654
NewSquare Capital
Pennsylvania
$26.6K +$28.3K +654 New
FIM
655
FWL Investment Management
Texas
$26.4K +$28K +648 New
WWA
656
Wingate Wealth Advisors
Massachusetts
$26.3K +$28K +647 New
TCG
657
Transcendent Capital Group
Oklahoma
$25.7K +$27.3K +632 New
BG
658
Bollard Group
Massachusetts
$25K +$260 +6 +1%
OP
659
ORG Partners
Indiana
$24.8K +$260 +6 +1%
Optiver Holding
660
Optiver Holding
Netherlands
$24.3K -$909 -21 -3%
PA
661
Parallel Advisors
California
$23.1K -$476 -11 -2%
FMP
662
Financial Management Professionals
Texas
$21.5K
AA
663
Addison Advisors
Vermont
$21.4K -$19.5K -450 -46%
BAM
664
Byrne Asset Management
New Jersey
$19.6K +$10K +231 +92%
LOIP
665
Live Oak Investment Partners
Texas
$18.6K
MIM
666
MTM Investment Management
South Carolina
$18.5K -$2.16K -50 -10%
SFCL
667
Strengthening Families & Communities LLC
Massachusetts
$16K +$173 +4 +1%
AAMA
668
Advanced Asset Management Advisors
Ohio
$15.8K
NFSG
669
Newbridge Financial Services Group
Florida
$15.7K
EWP
670
Elevation Wealth Partners
California
$15K
MDA
671
Minot DeBlois Advisors
Massachusetts
$14.8K +$15.8K +364 New
CBT
672
Crews Bank & Trust
Florida
$14.6K +$15.5K +359 New
EWM
673
EPG Wealth Management
Georgia
$14.3K +$130 +3 +0.9%
SR
674
Syntax Research
Florida
$14K
BPAMU
675
BTG Pactual Asset Management US
New York
$13.8K +$15.3K +353 New

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.