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State Street Real Estate Select Sector SPDR ETF

655 hedge funds and large institutions have $4.59B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 243 increasing their positions, 242 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

2.41% more ownership

Funds ownership: 73.73%76.14% (+2.4%)

1% more capital invested

Capital invested by funds: $4.54B → $4.59B (+$45.5M)

0% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 242

4% less funds holding

Funds holding: 683655 (-28)

25% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 87

80% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $82.6M

Holders
655
Holders Change
-28
Holders Change %
-4.1%
% of All Funds
9.46%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
65
Increased
243
Reduced
242
Closed
87
Calls
$16.7M
Puts
$82.6M
Net Calls
-$65.9M
Net Calls Change
-$47.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
701
Almanack Investment Partners
Pennsylvania
-$297K -7,521 Closed
EMAM
702
Encompass More Asset Management
California
-$296K -7,483 Closed
BAM
703
Belpointe Asset Management
Nevada
-$292K -7,381 Closed
NL
704
NWAM LLC
Washington
-$276K -7,366 Closed
CB
705
Commerce Bank
Missouri
-$270K -6,831 Closed
HCM
706
Hollencrest Capital Management
California
-$254K -6,430 Closed
DFCM
707
Dark Forest Capital Management
Puerto Rico
-$235K -5,950 Closed
Brown Advisory
708
Brown Advisory
Maryland
-$225K -5,694 Closed
RC
709
Roundview Capital
New Jersey
-$223K -5,632 Closed
CAC
710
Core Alternative Capital
Georgia
-$217K -5,483 Closed
OWA
711
Outlook Wealth Advisors
Texas
-$213K -5,399 Closed
REMPR
712
Roof Eidam Maycock Peralta (REMP)
California
-$203K -5,129 Closed
KPWG
713
KFA Private Wealth Group
Virginia
-$202K -5,104 Closed
WI
714
Wintrust Investments
Illinois
-$201K -5,092 Closed
FIM
715
Fernwood Investment Management
Massachusetts
-$109K -2,750 Closed
PWMG
716
Prestige Wealth Management Group
New Jersey
-$107K -2,704 Closed
UOTTAIMCU
717
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$103K -2,600 Closed
FFWA
718
FRG Family Wealth Advisors
Washington
-$88.7K -2,450 Closed
ACM
719
Anfield Capital Management
California
-$90.4K -2,288 Closed
WA
720
Waverly Advisors
Alabama
-$68.5K -1,733 Closed
MGW
721
MB Generational Wealth
Washington
-$309K -1,586 Closed
TC
722
Truvestments Capital
Florida
-$43.6K -1,102 Closed
IGWM
723
ICA Group Wealth Management
Colorado
-$35.9K -907 Closed
NCTC
724
New Covenant Trust Company
Indiana
-$33.4K -846 Closed
RIL
725
Rothschild Investment LLC
Illinois
-$31.6K -839 Closed

XLRE Hedge Fund Activity: Q2 2024 in Review

655 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2024, worth a combined $4.59B — up 1% from $4.54B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of XLRE and 65 opened new positions — a net loss of 22 holders — while 242 trimmed existing stakes and 243 added.

The largest buyer was Creative Planning, adding an estimated $111M. The largest seller was Capital Investment Advisors, cutting an estimated $31.3M.

  • 655 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2024, down from 683 in Q1 2024.
  • Funds reported $4.59B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2024, up 1% quarter-over-quarter.
  • 65 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2024 and 87 closed out, a net change of -22 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2024 was Creative Planning, an estimated $111M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2024 was Capital Investment Advisors, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2024.