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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
RJA
51
Raymond James & Associates
Florida
$12.3M -$556K -15,481 -5%
AAS
52
Ameritas Advisory Services
Nebraska
$12.3M -$658K -18,323 -6%
Stifel Financial
53
Stifel Financial
Missouri
$12.3M +$6.31M +175,813 +134%
PWMG
54
Prestige Wealth Management Group
New Jersey
$12.1M +$10.9M +303,200 New
KHLMVGHM
55
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$12.1M +$10.5M +291,766 +2,562%
MYLI
56
Meiji Yasuda Life Insurance
Japan
$11.9M +$3.43M +95,575 +48%
AFA
57
American Financial Advisors
Georgia
$11.8M -$48.5K -1,351 -0.5%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$11.8M +$2.25M +62,769 +27%
TAM
59
Trust Asset Management
Texas
$11.8M +$682K +18,979 +7%
AF
60
Allworth Financial
California
$11.7M -$808K -22,511 -7%
BP
61
Ballentine Partners
Massachusetts
$11.4M +$8.42M +234,386 +462%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$10.9M +$1.97M +54,821 +25%
OWA
63
Octavia Wealth Advisors
Ohio
$10.5M +$515K +14,345 +6%
KeyBank National Association
64
KeyBank National Association
Ohio
$10.5M -$1.22M -34,006 -11%
AWM
65
Avior Wealth Management
Nebraska
$9.98M -$562K -15,652 -6%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$9.45M -$1.37M -38,257 -14%
TWC
67
TD Waterhouse Canada
Ontario, Canada
$9.3M +$1.36M +37,773 +19%
Citigroup
68
Citigroup
New York
$8.9M +$5.13M +142,832 +180%
WIM
69
Warwick Investment Management
Texas
$8.75M +$61.8K +1,720 +0.8%
TRCT
70
Tower Research Capital (TRC)
New York
$8.48M +$6.75M +187,978 +796%
FSC
71
Full Sail Capital
Oklahoma
$8.38M +$6.97M +194,117 +1,290%
AWM
72
AE Wealth Management
Kansas
$8.31M +$5.94M +165,513 +329%
VV
73
Verity & Verity
South Carolina
$8.28M +$7.43M +206,766 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$8.17M +$3.03M +84,338 +71%
CL
75
Choreo LLC
Illinois
$8.11M +$688K +19,150 +10%