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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
EMAM
826
Encompass More Asset Management
California
-$230K -5,156 Closed
PPH
827
Pure Portfolios Holdings
Oregon
-$229K -5,118 Closed
HR
828
Hardy Reed
Mississippi
-$223K -4,991 Closed
IAS
829
Insigneo Advisory Services
Florida
-$223K -4,985 Closed
IIA
830
Integral Investment Advisors
California
-$219K -4,911 Closed
SLC
831
Second Line Capital
Louisiana
-$218K -4,886 Closed
LL
832
LPWM LLC
Minnesota
-$209K -4,776 Closed
SWA
833
Stratos Wealth Advisors
Ohio
-$213K -4,774 Closed
VFA
834
Valeo Financial Advisors
Indiana
-$208K -4,661 Closed
EWM
835
Evercore Wealth Management
New York
-$206K -4,622 Closed
FT
836
Fiduciary Trust
Massachusetts
-$206K -4,606 Closed
LIM
837
Leavell Investment Management
Alabama
-$202K -4,530 Closed
AP
838
Advisors Preferred
Maryland
-$167K -3,766 Closed
RDFA
839
Ritter Daniher Financial Advisory
Ohio
-$132K -2,955 Closed
Ensign Peak Advisors
840
Ensign Peak Advisors
Utah
-$42.8K -989 Closed
Franklin Resources
841
Franklin Resources
California
-$42.6K -974 Closed
MTIM
842
Marathon Trading Investment Management
Pennsylvania
-$30.2K -677 Closed
MSG
843
Main Street Group
Virginia
-$23.1K -517 Closed
EC
844
Elequin Capital
New York
-$20K -447 Closed
GSEP
845
Golden State Equity Partners
California
-$18K -404 Closed
ETC
846
Exchange Traded Concepts
Oklahoma
-$15.1K -338 Closed
ACM
847
Anfield Capital Management
California
-$12.3K -275 Closed
JIP
848
Jaffetilchin Investment Partners
Florida
-$11K -246 Closed
APC
849
Aspire Private Capital
North Carolina
-$8.22K -184 Closed
SWM
850
Sugarloaf Wealth Management
Georgia
-$5.27K -118 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.