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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
DAS
801
Dynamic Advisor Solutions
Arizona
-$827K -18,520 Closed
ARC
802
Advisor Resource Council
Texas
-$823K -18,428 Closed
OMC
803
Old Mission Capital
Illinois
-$765K -17,129 Closed
WMWM
804
Whitaker-Myers Wealth Managers
Ohio
-$651K -14,566 Closed
RBFC
805
Roman Butler Fullerton & Co
Missouri
-$624K -14,100 Closed
CF
806
Cantor Fitzgerald
New York
-$610K -13,654 Closed
FEM
807
Fulcrum Equity Management
Texas
-$553K -12,370 Closed
SYBT
808
Stock Yards Bank & Trust
Kentucky
-$518K -11,603 Closed
PA
809
PFG Advisors
Arizona
-$470K -10,532 Closed
FMWA
810
Forvis Mazars Wealth Advisors
Missouri
-$465K -10,407 Closed
LMKC
811
L.M. Kohn & Company
Ohio
-$459K -10,282 Closed
TSMHT
812
Thurston Springer Miller Herd & Titak
Indiana
-$388K -8,686 Closed
IWP
813
Innova Wealth Partners
Pennsylvania
-$378K -8,471 Closed
MW
814
Marcum Wealth
Ohio
-$335K -7,501 Closed
MAM
815
MMA Asset Management
Pennsylvania
-$252K -7,396 Closed
RWA
816
River Wealth Advisors
Pennsylvania
-$309K -6,913 Closed
SWA
817
Strata Wealth Advisors
Texas
-$286K -6,400 Closed
PIA
818
Perennial Investment Advisors
California
-$268K -6,004 Closed
JFGIW
819
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$258K -5,769 Closed
DLHL
820
Donald L. Hagan LLC
Florida
-$257K -5,750 Closed
MS
821
Maven Securities
Jersey
-$256K -5,726 Closed
OWA
822
Octavia Wealth Advisors
Ohio
-$250K -5,604 Closed
GVAG
823
Great Valley Advisor Group
Delaware
-$238K -5,333 Closed
WCFA
824
Walkner Condon Financial Advisors
Wisconsin
-$238K -5,322 Closed
LFAS
825
Level Four Advisory Services
Texas
-$224K -5,179 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.