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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
Citadel Advisors
101
Citadel Advisors
Florida
$5.14M +$1.53M +40,538 +43%
FAIM
102
Financial Advocates Investment Management
Washington
$5.11M +$2.44M +64,915 +95%
AAS
103
Avantax Advisory Services
Texas
$4.84M -$406K -10,784 -8%
AP
104
Aspect Partners
Virginia
$4.68M +$135K +3,576 +3%
LPT
105
Legacy Private Trust
Wisconsin
$4.57M +$72.8K +1,934 +2%
PA
106
PSI Advisors
Florida
$4.52M -$316K -8,391 -7%
AIC
107
Ayalon Insurance Company
Israel
$4.46M -$141K -3,754 -3%
M&T Bank
108
M&T Bank
New York
$4.45M -$70.4K -1,869 -2%
SWM
109
Spire Wealth Management
Virginia
$4.35M -$139K -3,699 -3%
FM
110
Foster & Motley
Ohio
$4.34M -$164K -4,341 -4%
IWM
111
IHT Wealth Management
Illinois
$4.26M +$1.17M +30,977 +39%
LSA
112
L & S Advisors
California
$4.26M +$4.17M +110,825 New
CIA
113
Capital Investment Advisors
Georgia
$4.25M -$31.3M -830,651 -88%
CF
114
Clarity Financial
Texas
$4.16M +$4.08M +108,231 New
CIP
115
Capital Insight Partners
Arizona
$4.1M +$86.8K +2,305 +2%
LWMI
116
Landmark Wealth Management (Illinois)
Illinois
$4.07M +$3.99M +105,946 New
KHLMTHM
117
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.02M
RCP
118
Rothschild Capital Partners
New York
$3.98M +$27.4K +727 +0.7%
PAG
119
Private Advisor Group
New Jersey
$3.98M -$253K -6,720 -6%
WWM
120
Western Wealth Management
Colorado
$3.94M +$134K +3,567 +4%
BCM
121
Beaumont Capital Management
Massachusetts
$3.92M -$69.5K -1,846 -2%
PWAC
122
Private Wealth Advisors (California)
California
$3.8M +$99.3K +2,636 +3%
AWM
123
AE Wealth Management
Kansas
$3.8M +$570K +15,144 +18%
QC
124
Quadrature Capital
United Kingdom
$3.77M +$3.7M +98,244 New
CFG
125
Citizens Financial Group
Rhode Island
$3.75M +$2.9K +77 +0.1%

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.