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State Street Real Estate Select Sector SPDR ETF

655 hedge funds and large institutions have $4.59B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 243 increasing their positions, 242 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

2.41% more ownership

Funds ownership: 73.73%76.14% (+2.4%)

1% more capital invested

Capital invested by funds: $4.54B → $4.59B (+$45.5M)

0% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 242

4% less funds holding

Funds holding: 683655 (-28)

25% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 87

80% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $82.6M

Holders
655
Holders Change
-28
Holders Change %
-4.1%
% of All Funds
9.46%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
65
Increased
243
Reduced
242
Closed
87
Calls
$16.7M
Puts
$82.6M
Net Calls
-$65.9M
Net Calls Change
-$47.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
76
Janney Capital Management
Pennsylvania
$7.92M -$8.47M -224,939 -52%
CWM
77
Capital Wealth Management
Rhode Island
$7.58M +$979K +25,993 +15%
BC
78
Brio Consultants
California
$7.35M +$163K +4,327 +2%
FIB
79
First Interstate Bank
Montana
$7.31M -$35.6K -944 -0.5%
VF
80
Virtu Financial
New York
$7.29M +$3.32M +88,034 +86%
OWM
81
Olympus Wealth Management
Utah
$7.21M +$4.67M +123,983 +194%
AAG
82
Armstrong Advisory Group
Massachusetts
$7.16M -$492K -13,064 -7%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$7.05M +$293K +7,768 +4%
RA
84
RFG Advisory
Alabama
$6.85M +$584K +15,507 +10%
RIA
85
Regal Investment Advisors
Michigan
$6.83M +$6.7M +177,857 New
GS
86
GTS Securities
New York
$6.66M +$1.2M +31,900 +23%
LHWM
87
Lake Hills Wealth Management
Texas
$6.57M +$4.61M +122,441 +251%
GL
88
Graypoint LLC
New York
$6.55M +$335K +8,899 +6%
FIA
89
Foundations Investment Advisors
Arizona
$6.38M +$754K +20,018 +14%
Kayne Anderson Rudnick Investment Management
90
Kayne Anderson Rudnick Investment Management
California
$6.34M -$331K -8,793 -5%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$6.28M -$1.59M -42,148 -21%
Pathstone Holdings
92
Pathstone Holdings
New Jersey
$6.25M +$5.39K +143 +0.1%
Corient Private Wealth
93
Corient Private Wealth
Florida
$5.91M -$286K -7,603 -5%
CCT
94
Chemung Canal Trust
New York
$5.76M -$6.37K -169 -0.1%
CAC
95
Certified Advisory Corp
Florida
$5.74M +$1.6M +42,432 +40%
RFA
96
RTD Financial Advisors
Pennsylvania
$5.72M -$121K -3,221 -2%
AI
97
Atria Investments
North Carolina
$5.53M -$1.28M -34,017 -19%
BPA
98
Beacon Pointe Advisors
California
$5.35M +$170K +4,523 +3%
CL
99
Choreo LLC
Illinois
$5.33M +$164K +4,355 +3%
FMC
100
First Merchants Corp
Indiana
$5.31M -$190K -5,053 -4%

XLRE Hedge Fund Activity: Q2 2024 in Review

655 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2024, worth a combined $4.59B — up 1% from $4.54B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of XLRE and 65 opened new positions — a net loss of 22 holders — while 242 trimmed existing stakes and 243 added.

The largest buyer was Creative Planning, adding an estimated $111M. The largest seller was Capital Investment Advisors, cutting an estimated $31.3M.

  • 655 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2024, down from 683 in Q1 2024.
  • Funds reported $4.59B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2024, up 1% quarter-over-quarter.
  • 65 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2024 and 87 closed out, a net change of -22 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2024 was Creative Planning, an estimated $111M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2024 was Capital Investment Advisors, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2024.