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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
GWA
776
GGM Wealth Advisors
Maryland
-$4.1M -91,768 Closed
CWG
777
Cornerstone Wealth Group
North Carolina
-$3.94M -88,298 Closed
RCS
778
Retirement Capital Strategies
California
-$3.61M -80,861 Closed
GWA
779
Gratus Wealth Advisors
Virginia
-$3.29M -76,225 Closed
RIA
780
Regal Investment Advisors
Michigan
-$2.99M -66,894 Closed
PSCM
781
Per Stirling Capital Management
Texas
-$2.93M -65,692 Closed
HIP
782
Harrell Investment Partners
Texas
-$2.86M -64,028 Closed
Prudential Financial
783
Prudential Financial
New Jersey
-$2.7M -60,384 Closed
LCM
784
LDR Capital Management
New York
-$2.55M -57,185 Closed
PWA
785
Primoris Wealth Advisors
Florida
-$1.68M -37,600 Closed
AWA
786
Arete Wealth Advisors
Illinois
-$1.57M -35,512 Closed
CCAL
787
City Center Advisors LLC
Michigan
-$1.43M -32,090 Closed
SC
788
Sykon Capital
New York
-$1.42M -31,688 Closed
LCM
789
Lunt Capital Management
Utah
-$1.2M -26,952 Closed
TSS
790
Two Sigma Securities
New York
-$1.11M -24,897 Closed
RWP
791
RWA Wealth Partners
Massachusetts
-$1.11M -24,854 Closed
JGC
792
J. Goldman & Co
New York
-$1.09M -24,395 Closed
KDA
793
Kraft Davis & Associates
Missouri
-$1.05M -24,000 Closed
CPP
794
Capasso Planning Partners
South Carolina
-$1.07M -23,923 Closed
MAS
795
Meeder Advisory Services
Ohio
-$1.02M -22,860 Closed
LWM
796
Lionsbridge Wealth Management
Florida
-$946K -21,182 Closed
YIH
797
Y-Intercept (HK)
Hong Kong
-$932K -20,866 Closed
TW
798
TrinityPoint Wealth
Connecticut
-$900K -20,155 Closed
Mirae Asset Global Investments
799
Mirae Asset Global Investments
South Korea
-$830K -18,740 Closed
TCA
800
Transcend Capital Advisors
New Jersey
-$830K -18,571 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.