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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
KWM
51
Kingsview Wealth Management
Oregon
$12.2M +$93.9K +2,493 +0.8%
SCA
52
Stonebridge Capital Advisors
Minnesota
$11.8M +$652K +17,312 +6%
AFA
53
American Financial Advisors
Georgia
$11.8M +$388K +10,312 +3%
KHLMVGHM
54
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$11.6M
Osaic Holdings
55
Osaic Holdings
Arizona
$11.5M -$734K -19,500 -6%
AF
56
Allworth Financial
California
$11.5M -$90.3K -2,398 -0.8%
SGI
57
Swan Global Investments
Colorado
$11.4M -$1.4M -37,126 -11%
TAM
58
Trust Asset Management
Texas
$11.3M
HI
59
Hudock Inc
Pennsylvania
$11.1M +$45.2K +1,199 +0.4%
CCM
60
Cullen Capital Management
New York
$11M +$10.5M +279,956 +5,288%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$10.7M -$201K -5,343 -2%
BP
62
Ballentine Partners
Massachusetts
$10.7M -$214K -5,691 -2%
Stifel Financial
63
Stifel Financial
Missouri
$10.5M -$3.5M -92,970 -25%
AIM
64
Astor Investment Management
Illinois
$10.5M -$1.31M -34,771 -11%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$10.2M -$486K -12,908 -5%
AM
66
AGF Management
Ontario, Canada
$10M -$268K -7,114 -3%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$9.93M +$1.32M +35,131 +16%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$9.53M +$5.54M +147,211 +146%
FSC
69
Full Sail Capital
Oklahoma
$8.45M +$110K +2,931 +1%
DWM
70
Dakota Wealth Management
Florida
$8.38M -$6.86M -182,243 -46%
KeyBank National Association
71
KeyBank National Association
Ohio
$8.3M -$196K -5,203 -2%
FCH
72
Freestone Capital Holdings
Washington
$8.3M +$479K +12,725 +6%
EH
73
Equitable Holdings
New York
$8.22M +$6.16M +163,544 +324%
Barclays
74
Barclays
United Kingdom
$8.16M +$3.86M +102,456 +93%
PG
75
Proffitt & Goodson
Tennessee
$8.11M -$19.1K -508 -0.2%

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.