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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
AAS
101
Avantax Advisory Services
Texas
$5.4M -$119K -3,070 -2%
CL
102
Choreo LLC
Illinois
$5.37M -$2.59M -66,692 -33%
BPA
103
Beacon Pointe Advisors
California
$5.32M +$191K +4,923 +4%
PA
104
PSI Advisors
Florida
$4.99M -$29.1K -748 -0.6%
AIC
105
Ayalon Insurance Company
Israel
$4.74M -$1.66M -42,800 -26%
TC
106
Trilogy Capital
California
$4.73M -$2.79M -71,702 -37%
AP
107
Aspect Partners
Virginia
$4.68M +$204K +5,250 +5%
M&T Bank
108
M&T Bank
New York
$4.66M -$191K -4,919 -4%
FM
109
Foster & Motley
Ohio
$4.64M -$26.2K -674 -0.6%
LPT
110
Legacy Private Trust
Wisconsin
$4.62M +$214K +5,490 +5%
MML Investors Services
111
MML Investors Services
Massachusetts
$4.43M -$139K -3,570 -3%
PAG
112
Private Advisor Group
New Jersey
$4.36M -$1.56M -40,101 -27%
Barclays
113
Barclays
United Kingdom
$4.35M +$4.13M +106,198 +2,827%
CAC
114
Certified Advisory Corp
Florida
$4.23M -$89.8K -2,308 -2%
CA
115
Cetera Advisors
Colorado
$4.17M +$2.01M +51,672 +96%
KHLMTHM
116
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.14M
CIP
117
Capital Insight Partners
Arizona
$4.12M +$544 +14 +0%
BCM
118
Beaumont Capital Management
Massachusetts
$4.11M -$387K -9,953 -9%
RCP
119
Rothschild Capital Partners
New York
$4.07M -$10.4K -268 -0.3%
VF
120
Virtu Financial
New York
$4.03M +$209K +5,381 +6%
WANY
121
Wealthspire Advisors (New York)
New York
$4.01M -$850K -21,867 -18%
GIA
122
Gladstone Institutional Advisory
Florida
$4M +$2.23M +57,283 +130%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$3.99M -$1.08M -27,855 -22%
WWM
124
Western Wealth Management
Colorado
$3.91M -$361K -9,289 -9%
CFG
125
Citizens Financial Group
Rhode Island
$3.86M -$1.12M -28,749 -23%

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.