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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
EWA
751
EverSource Wealth Advisors
Alabama
$691 +$736 +17 New
FM
752
Family Management
New York
$569 +$606 +14 New
LDB
753
Lee, Danner & Bass
Tennessee
$529 +$563 +13 New
DJSG
754
D.J. St. Germain
Massachusetts
$447 -$2.38K -55 -83%
MFS
755
Mattson Financial Services
Michigan
$357 +$346 +8 New
AWM
756
Accredited Wealth Management
Kentucky
$326 +$346 +8 New
NS
757
NBC Securities
Alabama
$291 -$441K -10,192 -100%
BWL
758
Bogart Wealth LLC
Virginia
$244
DFA
759
DHJJ Financial Advisors
Illinois
$123
AWM
760
AllSquare Wealth Management
New York
$122
RA
761
Rise Advisors
New York
$82 +$87 +2 New
OLVIG
762
Oliver Lagore Vanvalin Investment Group
Michigan
$60 -$87 -2 -67%
MFG
763
Menard Financial Group
Texas
$41 +$43 +1 New
TAM
764
Tucker Asset Management
Colorado
$41 +$43 +1 New
Victory Capital Management
765
Victory Capital Management
Texas
-$15.3M -343,383 Closed
Schroder Investment Management Group
766
Schroder Investment Management Group
United Kingdom
-$15.1M -340,000 Closed
TWM
767
Tanglewood Wealth Management
Texas
-$10.8M -242,139 Closed
SI
768
Symmetry Investments
Jersey
-$10M -223,900 Closed
LS
769
Liquid Strategies
Georgia
-$9.02M -201,866 Closed
BW
770
Bison Wealth
Georgia
-$8.86M -198,434 Closed
CM
771
Capula Management
Cayman Islands
-$8.78M -196,497 Closed
KAM
772
Kensington Asset Management
Texas
-$7.79M -180,400 Closed
VF
773
Virtu Financial
New York
-$6.23M -139,376 Closed
RL
774
Retireful LLC
Michigan
-$6.05M -135,377 Closed
MCM
775
Monument Capital Management
Virginia
-$4.75M -106,405 Closed

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.