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State Street Real Estate Select Sector SPDR ETF

683 hedge funds and large institutions have $4.54B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 221

19% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 74

4% more capital invested

Capital invested by funds: $4.36B → $4.54B (+$184M)

1% more funds holding

Funds holding: 678683 (+5)

2.13% less ownership

Funds ownership: 75.87%73.73% (-2.1%)

54% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $35M

56% less funds holding in top 10

Funds holding in top 10: 167 (-9)

Holders
683
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.84%
Holding in Top 10
7
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-56.25%
% of All Funds
0.1%
New
88
Increased
273
Reduced
221
Closed
74
Calls
$16.2M
Puts
$35M
Net Calls
-$18.8M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
76
Armstrong Advisory Group
Massachusetts
$7.99M
FIB
77
First Interstate Bank
Montana
$7.56M +$2.14M +55,139 +40%
BC
78
Brio Consultants
California
$7.39M +$267K +6,872 +4%
CA
79
Cornerstone Advisors
North Carolina
$7.24M +$7.13M +183,200 New
AI
80
Atria Investments
North Carolina
$7.04M +$2.13M +54,761 +44%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$6.95M +$263K +6,758 +4%
Kayne Anderson Rudnick Investment Management
82
Kayne Anderson Rudnick Investment Management
California
$6.88M +$164K +4,222 +2%
AWM
83
Avior Wealth Management
Nebraska
$6.79M -$3.01M -77,366 -31%
CWM
84
Capital Wealth Management
Rhode Island
$6.77M +$422K +10,862 +7%
SI
85
Symmetry Investments
Jersey
$6.49M +$6.39M +164,272 New
RA
86
RFG Advisory
Alabama
$6.43M +$604K +15,531 +11%
Pathstone Holdings
87
Pathstone Holdings
New Jersey
$6.43M +$736K +18,923 +13%
GL
88
Graypoint LLC
New York
$6.39M +$1.14M +29,218 +22%
Corient Private Wealth
89
Corient Private Wealth
Florida
$6.38M -$1.09M -28,075 -15%
BBP
90
Banco BTG Pactual
Brazil
$6.36M +$3.05M +78,373 +95%
Jane Street
91
Jane Street
New York
$6.31M +$5.53M +142,186 +811%
GM
92
GeoWealth Management
Illinois
$6.28M +$364K +9,369 +6%
MWM
93
Merriman Wealth Management
Washington
$6.27M -$155K -3,986 -2%
RFA
94
RTD Financial Advisors
Pennsylvania
$6.01M -$52.9K -1,361 -0.9%
CCT
95
Chemung Canal Trust
New York
$5.93M +$111K +2,847 +2%
Balyasny Asset Management
96
Balyasny Asset Management
Illinois
$5.93M +$5.83M +149,927 New
TRCT
97
Tower Research Capital (TRC)
New York
$5.86M -$2.46M -63,268 -30%
FIA
98
Foundations Investment Advisors
Arizona
$5.77M +$589K +15,133 +12%
FMC
99
First Merchants Corp
Indiana
$5.66M +$4.79M +123,177 +612%
GS
100
GTS Securities
New York
$5.6M +$3.42M +87,952 +164%

XLRE Hedge Fund Activity: Q1 2024 in Review

683 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2024, worth a combined $4.54B — up 4.2% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new XLRE positions and 74 closed out — a net gain of 14 holders — while 273 added to existing stakes and 221 trimmed.

The largest buyer was Bank of America, adding an estimated $331M. The largest seller was Morgan Stanley, cutting an estimated $190M.

  • 683 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2024, up from 678 in Q4 2023.
  • Funds reported $4.54B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 88 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2024 and 74 closed out, a net change of +14 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2024 was Bank of America, an estimated $331M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2024.