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State Street Real Estate Select Sector SPDR ETF

678 hedge funds and large institutions have $4.36B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 214 increasing their positions, 217 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 59

129% more funds holding in top 10

Funds holding in top 10: 716 (+9)

60% more capital invested

Capital invested by funds: $2.72B → $4.36B (+$1.64B)

15% more funds holding

Funds holding: 588678 (+90)

9.56% more ownership

Funds ownership: 66.31%75.87% (+9.6%)

1% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 217

13% less call options, than puts

Call options by funds: $32.5M | Put options by funds: $37.4M

Holders
678
Holders Change
+90
Holders Change %
+15.31%
% of All Funds
9.88%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.23%
New
158
Increased
214
Reduced
217
Closed
59
Calls
$32.5M
Puts
$37.4M
Net Calls
-$4.96M
Net Calls Change
+$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
76
Armstrong Advisory Group
Massachusetts
$7.99M -$88.1K -2,454 -1%
AA
77
Advisory Alpha
Michigan
$7.66M +$6.87M +191,316 New
TC
78
Trilogy Capital
California
$7.66M +$6.45M +179,572 +1,535%
Corient Private Wealth
79
Corient Private Wealth
Florida
$7.59M +$1.46M +40,552 +27%
FCH
80
Freestone Capital Holdings
Washington
$7.38M -$5.95M -165,752 -47%
BC
81
Brio Consultants
California
$7.22M +$689K +19,198 +12%
AssetMark Inc
82
AssetMark Inc
California
$7.09M +$6.32M +176,128 +18,501%
Kayne Anderson Rudnick Investment Management
83
Kayne Anderson Rudnick Investment Management
California
$6.8M -$279K -7,768 -4%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$6.77M -$2.6M -72,419 -30%
DS
85
DRW Securities
Illinois
$6.62M +$5.35M +149,007 +920%
AIC
86
Ayalon Insurance Company
Israel
$6.52M
MWM
87
Merriman Wealth Management
Washington
$6.52M +$5.84M +162,708 New
CWM
88
Capital Wealth Management
Rhode Island
$6.43M -$573K -15,954 -9%
PG
89
Proffitt & Goodson
Tennessee
$6.39M -$1.62M -45,188 -22%
RFA
90
RTD Financial Advisors
Pennsylvania
$6.15M +$2.27M +63,340 +70%
PAG
91
Private Advisor Group
New Jersey
$6.03M +$1.15M +31,984 +27%
GM
92
GeoWealth Management
Illinois
$5.99M +$768K +21,383 +17%
SCA
93
Stonebridge Capital Advisors
Minnesota
$5.96M +$251K +6,980 +5%
CCT
94
Chemung Canal Trust
New York
$5.9M +$33K +918 +0.6%
RA
95
RFG Advisory
Alabama
$5.9M +$225K +6,259 +4%
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$5.87M -$198K -5,500 -4%
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$5.75M +$5.16M +143,646 New
AAS
98
Avantax Advisory Services
Texas
$5.6M -$454K -12,644 -8%
FIB
99
First Interstate Bank
Montana
$5.46M -$140K -3,907 -3%
LCM
100
LDR Capital Management
New York
$5.35M +$574K +15,981 +14%