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State Street Real Estate Select Sector SPDR ETF

742 hedge funds and large institutions have $6.39B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 291 increasing their positions, 214 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 53

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

39% more capital invested

Capital invested by funds: $4.59B → $6.39B (+$1.81B)

36% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 214

13% more funds holding

Funds holding: 655742 (+87)

2.87% more ownership

Funds ownership: 76.14%79.01% (+2.9%)

84% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $194M

Holders
742
Holders Change
+87
Holders Change %
+13.28%
% of All Funds
10.65%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.24%
New
146
Increased
291
Reduced
214
Closed
53
Calls
$31.4M
Puts
$194M
Net Calls
-$162M
Net Calls Change
-$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$16.4M +$13.9M +330,722 +894%
EC
52
Estate Counselors
Wisconsin
$16.2M -$15.8K -375 -0.1%
AAS
53
Ameritas Advisory Services
Nebraska
$16.1M +$747K +17,717 +5%
AssetMark Inc
54
AssetMark Inc
California
$16M +$15M +357,055 +52,819%
AFG
55
Albion Financial Group
Utah
$15.6M +$325K +7,709 +2%
Victory Capital Management
56
Victory Capital Management
Texas
$15.3M +$14.5M +343,383 New
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$15.1M +$14.3M +340,000 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$14.4M +$2.37M +56,146 +21%
SCA
59
Stonebridge Capital Advisors
Minnesota
$14.1M +$338K +8,030 +3%
AMI
60
Amica Mutual Insurance
Rhode Island
$13.9M -$466K -11,058 -3%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$13.7M +$1.15M +27,366 +10%
MCM
62
MAI Capital Management
Ohio
$13.7M -$1.32M -31,258 -9%
KHLMVGHM
63
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13.5M
AFA
64
American Financial Advisors
Georgia
$13.4M -$316K -7,494 -2%
TAM
65
Trust Asset Management
Texas
$13.1M
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$13M +$1.32M +31,371 +12%
HI
67
Hudock Inc
Pennsylvania
$12.8M -$103K -2,447 -0.8%
AF
68
Allworth Financial
California
$12.8M +$43K +1,020 +0.4%
Osaic Holdings
69
Osaic Holdings
Arizona
$12.4M -$953K -22,614 -8%
BP
70
Ballentine Partners
Massachusetts
$12.3M -$63K -1,494 -0.5%
RA
71
RFG Advisory
Alabama
$12.3M +$4.06M +96,449 +54%
SGI
72
Swan Global Investments
Colorado
$12M -$1.26M -29,847 -10%
FGA
73
Fortis Group Advisors
New Jersey
$11.9M +$11.3M +267,344 New
AM
74
AGF Management
Ontario, Canada
$11.8M +$129K +3,058 +1%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$11.7M +$10.5M +250,112 +2,059%

XLRE Hedge Fund Activity: Q3 2024 in Review

742 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2024, worth a combined $6.39B — up 39% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new XLRE positions and 53 closed out — a net gain of 93 holders — while 291 added to existing stakes and 214 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $209M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $67M sold.

  • 742 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2024, up from 655 in Q2 2024.
  • Funds reported $6.39B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2024, up 39% quarter-over-quarter.
  • 146 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2024 and 53 closed out, a net change of +93 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2024 was Squarepoint, an estimated $209M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $67M sold.

Based on aggregated 13F filings for Q3 2024.