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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
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$9.25M +$1.26M +29,024 +15%
AssetMark Inc
77
AssetMark Inc
California
$9.02M -$5.89M -136,034 -38%
DADC
78
D.A. Davidson & Co
Montana
$8.99M +$690K +15,935 +8%
FSC
79
Full Sail Capital
Oklahoma
$8.92M -$4.8K -111 -0.1%
EH
80
Equitable Holdings
New York
$8.87M +$6.88K +159 +0.1%
KeyBank National Association
81
KeyBank National Association
Ohio
$8.65M -$54.3K -1,256 -0.6%
EC
82
Estate Counselors
Wisconsin
$8.59M -$6.55M -151,447 -42%
CWM
83
Capital Wealth Management
Rhode Island
$8.37M -$2.94K -68 -0%
BC
84
Brio Consultants
California
$8.2M +$262K +6,055 +3%
CAC
85
Certified Advisory Corp
Florida
$8.07M +$459K +10,606 +6%
Corient Private Wealth
86
Corient Private Wealth
Florida
$7.8M +$602K +13,908 +7%
AIM
87
Astor Investment Management
Illinois
$7.77M +$6.65M +153,772 +413%
OWM
88
Olympus Wealth Management
Utah
$7.54M -$308K -7,119 -4%
PFS
89
Prospera Financial Services
Texas
$7.53M +$4.44M +102,668 +125%
FIB
90
First Interstate Bank
Montana
$7.51M -$220K -5,090 -3%
CWM
91
Cordatus Wealth Management
Pennsylvania
$7.47M +$5.61M +129,763 +241%
PWP
92
Prasad Wealth Partners
Ohio
$7.25M +$7.71M +178,269 New
RA
93
RFG Advisory
Alabama
$7.21M -$4.22M -97,426 -35%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$7.2M -$18.2M -419,617 -70%
Kayne Anderson Rudnick Investment Management
95
Kayne Anderson Rudnick Investment Management
California
$6.95M +$161K +3,717 +2%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$6.91M -$5.9M -136,370 -45%
QIM
97
Quantitative Investment Management
Virginia
$6.86M +$7.3M +168,638 New
BAAM
98
Baker Avenue Asset Management
California
$6.85M +$4.6M +106,244 +171%
PAG
99
Private Advisor Group
New Jersey
$6.8M -$3.52M -81,321 -33%
Pathstone Holdings
100
Pathstone Holdings
New Jersey
$6.68M +$37K +854 +0.5%

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.