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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
GL
101
Graypoint LLC
New York
$6.62M -$308K -7,120 -4%
CM
102
Castleark Management
Illinois
$6.52M -$3.88M -89,700 -36%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$6.42M +$608K +14,059 +10%
CAWM
104
Capital Advisors Wealth Management
Washington
$6.4M +$5.77M +133,322 +553%
PAG
105
Private Advisory Group
Washington
$6.34M +$1.83M +42,291 +37%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$6.23M -$46.6M -1,076,607 -88%
AAG
107
Armstrong Advisory Group
Massachusetts
$6.17M +$172K +3,983 +3%
CL
108
Choreo LLC
Illinois
$6.13M +$345K +7,966 +6%
AAS
109
Avantax Advisory Services
Texas
$6.12M +$1M +23,170 +18%
AWM
110
AE Wealth Management
Kansas
$6.08M +$1.82M +42,038 +39%
IAN
111
Integrated Advisors Network
Texas
$6.02M +$598K +13,816 +10%
FGA
112
Fortis Group Advisors
New Jersey
$5.9M -$5.3M -122,392 -46%
SWIA
113
Solano Wealth Investment Advisors
California
$5.88M +$6.26M +144,628 New
BPA
114
Beacon Pointe Advisors
California
$5.87M -$492K -11,364 -7%
BCM
115
Beaumont Capital Management
Massachusetts
$5.65M +$1.57M +36,323 +35%
Citigroup
116
Citigroup
New York
$5.61M +$80.2K +1,853 +1%
AIC
117
Ayalon Insurance Company
Israel
$5.51M
FWCM
118
Ferguson Wellman Capital Management
Oregon
$5.48M +$5.42M +125,227 +1,309%
IWP
119
Invenio Wealth Partners
Florida
$5.47M +$5.82M +134,602 New
AWM
120
Adams Wealth Management
Utah
$5.45M +$1.19M +27,527 +26%
CI
121
CacheTech Inc
Utah
$5.45M +$1.19M +27,527 +26%
FAIM
122
Financial Advocates Investment Management
Washington
$5.38M -$146K -3,366 -2%
FMC
123
First Merchants Corp
Indiana
$5.33M -$157K -3,636 -3%
GM
124
GeoWealth Management
Illinois
$5.32M -$1.18M -27,184 -17%
GWM
125
Geneos Wealth Management
Colorado
$5.17M +$140K +3,230 +3%

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.