We are live on ! Find out more
XLRE icon

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
HCM
676
Highlander Capital Management
New Jersey
$593
BL
677
Balentine LLC
Georgia
$435
FCAS
678
First Command Advisory Services
Texas
$395 +$389 +10 New
RS
679
Rakuten Securities
Japan
$316 +$311 +8 New
AWM
680
AllSquare Wealth Management
New York
$119
DFA
681
DHJJ Financial Advisors
Illinois
$119
OLVIG
682
Oliver Lagore Vanvalin Investment Group
Michigan
$116 -$622 -16 -84%
GCS
683
Gordian Capital (Singapore)
Singapore
$40
VMPIC
684
Varma Mutual Pension Insurance Co
Finland
-$36.5M -910,000 Closed
BBVA
685
Banco Bilbao Vizcaya Argentaria
Spain
-$23.6M -588,875 Closed
CM
686
Capula Management
Cayman Islands
-$22.8M -567,980 Closed
VV
687
Verity & Verity
South Carolina
-$8.28M -206,766 Closed
FEG
688
Financial Enhancement Group
Indiana
-$5.11M -132,359 Closed
FCM
689
Fortis Capital Management
Washington
-$4.83M -120,589 Closed
NMG
690
New Millennium Group
Utah
-$4.01M -100,100 Closed
GWA
691
GGM Wealth Advisors
Maryland
-$3.77M -97,882 Closed
SSA
692
Schonfeld Strategic Advisors
New York
-$2.25M -56,155 Closed
EA
693
Ellsworth Advisors
Ohio
-$2.24M -55,977 Closed
ACM
694
Alpha Capital Management
Texas
-$1.96M -48,900 Closed
EWM
695
Evercore Wealth Management
New York
-$1.78M -44,530 Closed
LCM
696
Lunt Capital Management
Utah
-$1.06M -26,533 Closed
PSCM
697
Per Stirling Capital Management
Texas
-$1.05M -26,183 Closed
MCC
698
Money Concepts Capital
Florida
-$999K -24,938 Closed
CRI
699
Colonial River Investments
Virginia
-$901K -22,483 Closed
FA
700
FDx Advisors
Illinois
-$799K -19,944 Closed

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.