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State Street Real Estate Select Sector SPDR ETF

742 hedge funds and large institutions have $6.39B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 291 increasing their positions, 214 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 53

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

39% more capital invested

Capital invested by funds: $4.59B → $6.39B (+$1.81B)

36% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 214

13% more funds holding

Funds holding: 655742 (+87)

2.87% more ownership

Funds ownership: 76.14%79.01% (+2.9%)

84% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $194M

Holders
742
Holders Change
+87
Holders Change %
+13.28%
% of All Funds
10.65%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.24%
New
146
Increased
291
Reduced
214
Closed
53
Calls
$31.4M
Puts
$194M
Net Calls
-$162M
Net Calls Change
-$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$11.6M +$6.82M +161,960 +167%
CM
77
Castleark Management
Illinois
$11.2M +$10.5M +250,070 New
PCM
78
Penserra Capital Management
California
$11.1M -$3.37M -79,964 -24%
PAG
79
Private Advisor Group
New Jersey
$11.1M +$6.11M +144,912 +140%
SPIA
80
Steward Partners Investment Advisory
New York
$11M +$9.7M +230,313 +1,502%
TWM
81
Tanglewood Wealth Management
Texas
$10.8M +$10.2M +242,139 New
GS
82
GTS Securities
New York
$10.2M +$2.3M +54,576 +31%
FCH
83
Freestone Capital Holdings
Washington
$10M +$360K +8,546 +4%
SI
84
Symmetry Investments
Jersey
$10M +$6.96M +165,100 +281%
RSWM
85
Robertson Stephens Wealth Management
California
$9.82M +$8.64M +204,984 +1,374%
FSC
86
Full Sail Capital
Oklahoma
$9.8M -$26.1K -619 -0.3%
EH
87
Equitable Holdings
New York
$9.73M +$160K +3,800 +2%
KeyBank National Association
88
KeyBank National Association
Ohio
$9.56M -$87.1K -2,068 -1%
CWM
89
Capital Wealth Management
Rhode Island
$9.2M +$361K +8,569 +4%
DADC
90
D.A. Davidson & Co
Montana
$9.16M +$8.25M +195,780 +2,109%
LS
91
Liquid Strategies
Georgia
$9.02M +$8.51M +201,866 New
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$8.87M +$632K +15,007 +8%
BW
93
Bison Wealth
Georgia
$8.86M +$8.36M +198,434 New
Corient Private Wealth
94
Corient Private Wealth
Florida
$8.8M +$1.82M +43,307 +28%
CM
95
Capula Management
Cayman Islands
$8.78M +$8.28M +196,497 New
BC
96
Brio Consultants
California
$8.74M +$176K +4,171 +2%
OWM
97
Olympus Wealth Management
Utah
$8.6M +$195K +4,635 +2%
FIB
98
First Interstate Bank
Montana
$8.48M -$22.5K -533 -0.3%
CAC
99
Certified Advisory Corp
Florida
$8.39M +$1.62M +38,452 +26%
BFIC
100
Bedell Frazier Investment Counselling
California
$8.13M +$7.67M +182,080 New

XLRE Hedge Fund Activity: Q3 2024 in Review

742 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2024, worth a combined $6.39B — up 39% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new XLRE positions and 53 closed out — a net gain of 93 holders — while 291 added to existing stakes and 214 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $209M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $67M sold.

  • 742 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2024, up from 655 in Q2 2024.
  • Funds reported $6.39B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2024, up 39% quarter-over-quarter.
  • 146 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2024 and 53 closed out, a net change of +93 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2024 was Squarepoint, an estimated $209M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $67M sold.

Based on aggregated 13F filings for Q3 2024.