We are live on ! Find out more
XLRE icon

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
BIM
726
Breakwater Investment Management
Washington
$3.33K
GWANC
727
Guardian Wealth Advisors (North Carolina)
North Carolina
$3K +$130 +3 +4%
PB
728
Pinnacle Bancorp
Nebraska
$2.73K
RFG
729
REAP Financial Group
Texas
$2.68K
SAM
730
Smartleaf Asset Management
Massachusetts
$2.62K
EPIME
731
Evelyn Partners Investment Management (Europe)
$2.36K +$2.51K +58 New
RFA
732
Reyes Financial Architecture
California
$2.36K +$2.51K +58 New
RMC
733
Resources Management Corp
Connecticut
$2K -$3.46K -80 -59%
CPBTD
734
Central Pacific Bank - Trust Division
Hawaii
$1.87K
MFT
735
Moisand Fitzgerald Tamayo
Florida
$1.67K
PSB
736
Piscataqua Savings Bank
New Hampshire
$1.67K
WWP
737
WR Wealth Planners
Missouri
$1.5K
LIS
738
Legacy Investment Solutions
Idaho
$1.43K -$3.59K -83 -71%
LWMI
739
Legacy Wealth Management (Idaho)
Idaho
$1.43K -$3.59K -83 -71%
S
740
SignatureFD
Georgia
$1.38K -$9.61K -222 -87%
MCM
741
Manchester Capital Management
Vermont
$1.38K
KFI
742
Key Financial Inc
Pennsylvania
$1.26K
RS
743
Rakuten Securities
Japan
$1.22K -$12.5K -290 -91%
PP
744
Pacifica Partners
Canada
$1.09K
CMP
745
Coston McIsaac & Partners
Maine
$1K
POIA
746
Pin Oak Investment Advisors
Texas
$1K
ME
747
McIlrath & Eck
Washington
$895
DCM
748
Davis Capital Management
Florida
$732
OHWP
749
Oak Harbor Wealth Partners
North Carolina
$732
RFA
750
Register Financial Advisors
Georgia
$732 +$779 +18 New

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.