We are live on ! Find out more
XLRE icon

State Street Real Estate Select Sector SPDR ETF

678 hedge funds and large institutions have $4.36B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 214 increasing their positions, 217 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 59

129% more funds holding in top 10

Funds holding in top 10: 716 (+9)

60% more capital invested

Capital invested by funds: $2.72B → $4.36B (+$1.64B)

15% more funds holding

Funds holding: 588678 (+90)

9.56% more ownership

Funds ownership: 66.31%75.87% (+9.6%)

1% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 217

13% less call options, than puts

Call options by funds: $32.5M | Put options by funds: $37.4M

Holders
678
Holders Change
+90
Holders Change %
+15.31%
% of All Funds
9.88%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.23%
New
158
Increased
214
Reduced
217
Closed
59
Calls
$32.5M
Puts
$37.4M
Net Calls
-$4.96M
Net Calls Change
+$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAC
126
Private Wealth Advisors (California)
California
$4.09M +$3.66M +102,029 New
NMG
127
New Millennium Group
Utah
$4.01M +$3.56M +99,154 +10,481%
AAS
128
Asset Allocation Strategies
Michigan
$3.9M -$678K -18,887 -16%
VF
129
Virtu Financial
New York
$3.86M -$2.33M -64,841 -40%
EH
130
Equitable Holdings
New York
$3.83M +$123K +3,433 +4%
GWA
131
GGM Wealth Advisors
Maryland
$3.77M +$3.51M +97,882 New
SW
132
StrongBox Wealth
Missouri
$3.7M -$167K -4,660 -5%
ECM
133
Evergreen Capital Management
Washington
$3.62M +$185K +5,161 +6%
CAL
134
Capital Analysts LLC
Pennsylvania
$3.61M -$6.75K -188 -0.2%
1SB
135
1ST Source Bank
Indiana
$3.61M -$35.3K -982 -1%
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$3.59M +$248K +6,894 +8%
Truist Financial
137
Truist Financial
North Carolina
$3.5M +$1.16M +32,295 +59%
BCI
138
Brinker Capital Investments
Pennsylvania
$3.38M -$183K -5,107 -6%
OPS
139
Orion Portfolio Solutions
Nebraska
$3.38M -$183K -5,107 -6%
BBP
140
Banco BTG Pactual
Brazil
$3.35M +$758K +21,103 +34%
CTA
141
Chesley Taft & Associates
Illinois
$3.3M +$33.2K +925 +1%
KIA
142
KCM Investment Advisors
California
$3.29M -$673K -18,728 -19%
NCM
143
Nelson Capital Management
California
$3.27M -$534K -14,877 -15%
JFG
144
Jefferies Financial Group
New York
$3.24M +$2.9M +80,809 New
Northern Trust
145
Northern Trust
Illinois
$3.23M -$120K -3,350 -4%
AWM
146
Axxcess Wealth Management
California
$3.21M +$629K +17,510 +28%
JWA
147
JFS Wealth Advisors
Pennsylvania
$3.2M +$106K +2,959 +4%
CTI
148
Community Trust & Investment
Kentucky
$3.19M -$13.7K -381 -0.5%
PAG
149
Paladin Advisory Group
Iowa
$3.16M +$316K +8,805 +13%
VIA
150
Vickerman Investment Advisors
Washington
$3.09M -$166K -4,622 -6%