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State Street Real Estate Select Sector SPDR ETF

763 hedge funds and large institutions have $5.38B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 283 increasing their positions, 253 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 99

12% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 253

3% more funds holding

Funds holding: 742763 (+21)

1.5% less ownership

Funds ownership: 79.01%77.51% (-1.5%)

16% less capital invested

Capital invested by funds: $6.39B → $5.38B (-$1.02B)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

81% less call options, than puts

Call options by funds: $34M | Put options by funds: $175M

Holders
763
Holders Change
+21
Holders Change %
+2.83%
% of All Funds
10.05%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
134
Increased
283
Reduced
253
Closed
99
Calls
$34M
Puts
$175M
Net Calls
-$141M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
51
Quadrature Capital
United Kingdom
$15.2M +$16.2M +373,316 New
AFG
52
Albion Financial Group
Utah
$13.9M -$357K -8,254 -2%
AAS
53
Ameritas Advisory Services
Nebraska
$13.6M -$1.06M -24,498 -7%
IAA
54
Independent Advisor Alliance
North Carolina
$13.3M +$14.2M +327,465 New
MCM
55
MAI Capital Management
Ohio
$13.2M +$795K +18,374 +6%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$13.1M +$2.57M +59,295 +23%
SCA
57
Stonebridge Capital Advisors
Minnesota
$13M +$182K +4,210 +1%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$12.7M +$916K +21,177 +7%
SFA
59
Sequoia Financial Advisors
Ohio
$12.5M +$12.4M +286,581 +1,340%
AMI
60
Amica Mutual Insurance
Rhode Island
$12.5M -$244K -5,630 -2%
Stifel Financial
61
Stifel Financial
Missouri
$12.4M -$3.25M -75,222 -20%
KHLMVGHM
62
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$12.3M
BP
63
Ballentine Partners
Massachusetts
$12.1M +$947K +21,896 +8%
TAM
64
Trust Asset Management
Texas
$12M
AFA
65
American Financial Advisors
Georgia
$11.9M -$228K -5,271 -2%
AF
66
Allworth Financial
California
$11.6M -$152K -3,514 -1%
HI
67
Hudock Inc
Pennsylvania
$11.6M -$72K -1,663 -0.6%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$10.7M -$2.57M -59,300 -18%
Osaic Holdings
69
Osaic Holdings
Arizona
$10.4M +$222K +5,122 +2%
PCM
70
Penserra Capital Management
California
$10.2M +$68.2K +1,576 +0.6%
MML Investors Services
71
MML Investors Services
Massachusetts
$10.1M -$443K -10,237 -4%
Squarepoint
72
Squarepoint
New York
$9.6M -$204M -4,713,945 -95%
SGI
73
Swan Global Investments
Colorado
$9.5M -$1.5M -34,658 -13%
FCH
74
Freestone Capital Holdings
Washington
$9.49M +$379K +8,763 +4%
AllianceBernstein
75
AllianceBernstein
Tennessee
$9.39M +$3.03M +70,016 +44%

XLRE Hedge Fund Activity: Q4 2024 in Review

763 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2024, worth a combined $5.38B — down 16% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new XLRE positions and 99 closed out — a net gain of 35 holders — while 283 added to existing stakes and 253 trimmed.

The largest buyer was Creative Planning, adding an estimated $120M. The largest seller was Squarepoint, cutting an estimated $204M.

  • 763 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2024, up from 742 in Q3 2024.
  • Funds reported $5.38B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 134 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2024 and 99 closed out, a net change of +35 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2024 was Creative Planning, an estimated $120M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2024 was Squarepoint, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2024.