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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
PAI
701
Pittenger & Anderson Inc
Nebraska
-$365K -10,700 Closed
WCG
702
Wall Capital Group
Arizona
-$361K -10,507 Closed
MPCL
703
My Personal CFO LLC
Washington
-$350K -10,266 Closed
TI
704
tru Independence
Oregon
-$308K -9,047 Closed
RWA
705
Roberts Wealth Advisors
California
-$296K -8,542 Closed
LC
706
Lavaca Capital
Texas
-$289K -8,497 Closed
CAMV
707
Concord Asset Management (Virginia)
Virginia
-$259K -7,594 Closed
AWA
708
Alta Wealth Advisors
Massachusetts
-$256K -7,512 Closed
VPP
709
Vertex Planning Partners
Illinois
-$245K -7,186 Closed
BOM
710
Bank of Marin
California
-$237K -6,949 Closed
LWM
711
Laidlaw Wealth Management
New York
-$235K -6,892 Closed
CS
712
Credit Suisse
Switzerland
-$226K -6,620 Closed
TCM
713
Triumph Capital Management
Colorado
-$220K -6,459 Closed
KI
714
Kapitalo Investimentos
Brazil
-$215K -6,308 Closed
GWP
715
Gateway Wealth Partners
Wisconsin
-$205K -6,027 Closed
RCG
716
Rock Creek Group
District of Columbia
-$99.6K -2,924 Closed
HT
717
Headlands Technologies
Illinois
-$36.8K -1,079 Closed
IWP
718
IAG Wealth Partners
Wisconsin
-$27.3K -801 Closed
MTIM
719
Marathon Trading Investment Management
Pennsylvania
-$26.8K -786 Closed
NIC
720
Northwest Investment Counselors
Oregon
-$23.3K -683 Closed
WWP
721
WR Wealth Planners
Missouri
-$14.5K -427 Closed
CSPIA
722
Cary Street Partners Investment Advisory
Virginia
-$10.9K -321 Closed
SMA
723
Sage Mountain Advisors
Georgia
-$10.5K -308 Closed
SC
724
SouthState Corp
Florida
-$8.79K -258 Closed
RWPA
725
Richard W. Paul & Associates
Michigan
-$5.21K -153 Closed

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.