We are live on ! Find out more
XLRE icon

State Street Real Estate Select Sector SPDR ETF

592 hedge funds and large institutions have $2.95B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 207 increasing their positions, 226 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 58

1% more funds holding

Funds holding: 586592 (+6)

0.43% less ownership

Funds ownership: 64.24%63.81% (-0.43%)

2% less capital invested

Capital invested by funds: $3B → $2.95B (-$50M)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 226

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

38% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $21.9M

Holders
592
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
9.3%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
72
Increased
207
Reduced
226
Closed
58
Calls
$13.7M
Puts
$21.9M
Net Calls
-$8.21M
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$3.79M -$380K -10,289 -9%
MML Investors Services
102
MML Investors Services
Massachusetts
$3.66M +$569K +15,416 +19%
ONB
103
Old National Bancorp
Indiana
$3.62M -$997K -27,021 -22%
NCM
104
Nelson Capital Management
California
$3.59M -$132K -3,574 -4%
LCM
105
LDR Capital Management
New York
$3.56M +$322K +8,727 +10%
1SB
106
1ST Source Bank
Indiana
$3.51M +$55.9K +1,516 +2%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$3.5M -$32.9M -891,768 -91%
HF
108
HRT Financial
New York
$3.49M -$10.8M -293,052 -76%
Northern Trust
109
Northern Trust
Illinois
$3.49M -$541K -14,669 -14%
NA
110
NewEdge Advisors
Louisiana
$3.48M +$420K +11,390 +14%
WWM
111
Western Wealth Management
Colorado
$3.47M +$80K +2,169 +2%
SWM
112
Spire Wealth Management
Virginia
$3.42M +$630K +17,069 +23%
FM
113
Foster & Motley
Ohio
$3.41M +$53.3K +1,445 +2%
EH
114
Equitable Holdings
New York
$3.38M +$205K +5,544 +7%
BCI
115
Brinker Capital Investments
Pennsylvania
$3.37M -$1.51K -41 -0%
OPS
116
Orion Portfolio Solutions
Nebraska
$3.37M -$1.51K -41 -0%
LPT
117
Legacy Private Trust
Wisconsin
$3.34M +$226K +6,128 +7%
CAL
118
Capital Analysts LLC
Pennsylvania
$3.33M -$203K -5,495 -6%
ECM
119
Evergreen Capital Management
Washington
$3.31M +$95.5K +2,590 +3%
CAC
120
Certified Advisory Corp
Florida
$3.31M -$2.09M -56,706 -39%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$3.21M -$96.6K -2,620 -3%
GL
122
Graypoint LLC
New York
$3.2M +$95.2K +2,581 +3%
CFD
123
Creative Financial Designs
Indiana
$3.19M -$2.96M -80,180 -49%
VIA
124
Vickerman Investment Advisors
Washington
$3.18M -$487K -13,209 -14%
IF
125
Intrua Financial
Texas
$3.08M +$1.87M +50,753 +164%

XLRE Hedge Fund Activity: Q2 2023 in Review

592 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2023, worth a combined $2.95B — down 1.7% from $3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLRE positions and 58 closed out — a net gain of 14 holders — while 207 added to existing stakes and 226 trimmed.

The largest buyer was Creative Planning, adding an estimated $170M. The largest seller was Bank of America, cutting an estimated $213M.

  • 592 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2023, up from 586 in Q1 2023.
  • Funds reported $2.95B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 72 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2023 and 58 closed out, a net change of +14 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2023 was Creative Planning, an estimated $170M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2023 was Bank of America, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.