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State Street Real Estate Select Sector SPDR ETF

683 hedge funds and large institutions have $4.54B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 221

19% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 74

4% more capital invested

Capital invested by funds: $4.36B → $4.54B (+$184M)

1% more funds holding

Funds holding: 678683 (+5)

2.13% less ownership

Funds ownership: 75.87%73.73% (-2.1%)

54% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $35M

56% less funds holding in top 10

Funds holding in top 10: 167 (-9)

Holders
683
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.84%
Holding in Top 10
7
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-56.25%
% of All Funds
0.1%
New
88
Increased
273
Reduced
221
Closed
74
Calls
$16.2M
Puts
$35M
Net Calls
-$18.8M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
726
Bay Colony Advisors
Massachusetts
-$217K -5,404 Closed
Amundi
727
Amundi
France
-$210K -5,300 Closed
GVAG
728
Great Valley Advisor Group
Delaware
-$210K -5,232 Closed
BA
729
Bridge Advisory
California
-$207K -5,173 Closed
OP
730
ORG Partners
Indiana
-$122K -3,036 Closed
QT
731
Quantbot Technologies
New York
-$106K -2,650 Closed
TCPG
732
Trivant Custom Portfolio Group
California
-$73.5K -1,835 Closed
TWM
733
Tradition Wealth Management
Minnesota
-$54K -1,344 Closed
SJIM
734
St. Johns Investment Management
Florida
-$44.1K -1,102 Closed
BWM
735
BKM Wealth Management
Wisconsin
-$40.3K -1,006 Closed
GWMIA
736
Global Wealth Management Investment Advisory
Florida
-$36.1K -900 Closed
PCTC
737
Perkins Coie Trust Company
Washington
-$26.2K -653 Closed
RFA
738
Register Financial Advisors
Georgia
-$24.8K -619 Closed
LJHT
739
Laurie J. Hall Trustee
-$20K -502 Closed
CWC
740
Carolinas Wealth Consulting
North Carolina
-$16K -399 Closed
MSS
741
Mitchell Sinkler & Starr
Pennsylvania
-$11.5K -288 Closed
ADL
742
Asset Dedication LLC
California
-$8K -193 Closed
CT
743
Cambridge Trust
Massachusetts
-$7.01K -175 Closed
Toronto Dominion Bank
744
Toronto Dominion Bank
Ontario, Canada
-$5.93K -148 Closed
FWM
745
Focused Wealth Management
New York
-$5.36K -134 Closed
GWS
746
Glassman Wealth Services
Virginia
-$4.62K -115 Closed
FBC
747
Fairfield, Bush & Co
Connecticut
-$4.01K -100 Closed
Bessemer Group
748
Bessemer Group
New Jersey
-$3K -86 Closed
LF
749
Lee Financial
Texas
-$2.48K -62 Closed
RDFA
750
Ritter Daniher Financial Advisory
Ohio
-$2.4K -60 Closed

XLRE Hedge Fund Activity: Q1 2024 in Review

683 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2024, worth a combined $4.54B — up 4.2% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new XLRE positions and 74 closed out — a net gain of 14 holders — while 273 added to existing stakes and 221 trimmed.

The largest buyer was Bank of America, adding an estimated $331M. The largest seller was Morgan Stanley, cutting an estimated $190M.

  • 683 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2024, up from 678 in Q4 2023.
  • Funds reported $4.54B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 88 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2024 and 74 closed out, a net change of +14 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2024 was Bank of America, an estimated $331M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2024.