We are live on ! Find out more
XLRE icon

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
PWAC
126
Private Wealth Advisors (California)
California
$3.84M -$187K -4,796 -5%
NCM
127
Nelson Capital Management
California
$3.81M +$574K +14,759 +18%
CC
128
Centiva Capital
New York
$3.8M +$3.38M +86,822 +930%
KIA
129
KCM Investment Advisors
California
$3.77M +$515K +13,249 +16%
Two Sigma Advisers
130
Two Sigma Advisers
New York
$3.74M +$3.68M +94,700 New
AAS
131
Asset Allocation Strategies
Michigan
$3.72M -$120K -3,088 -3%
Citadel Advisors
132
Citadel Advisors
Florida
$3.69M +$1.07M +27,607 +42%
SG Americas Securities
133
SG Americas Securities
New York
$3.65M +$2.06M +52,841 +133%
AWM
134
Axxcess Wealth Management
California
$3.53M +$361K +9,293 +12%
1SB
135
1ST Source Bank
Indiana
$3.52M -$34.7K -891 -1%
CA
136
CoreCap Advisors
Michigan
$3.48M +$552K +14,190 +19%
NECFA
137
New England Capital Financial Advisors
Connecticut
$3.48M +$503K +12,936 +17%
ECM
138
Evergreen Capital Management
Washington
$3.46M -$116K -2,989 -3%
FAIM
139
Financial Advocates Investment Management
Washington
$3.44M +$1.69M +43,573 +177%
SW
140
StrongBox Wealth
Missouri
$3.44M -$207K -5,310 -6%
BCI
141
Brinker Capital Investments
Pennsylvania
$3.39M +$40.9K +1,051 +1%
OPS
142
Orion Portfolio Solutions
Nebraska
$3.39M +$40.9K +1,051 +1%
BAAM
143
Baker Avenue Asset Management
California
$3.39M +$1.31M +33,661 +65%
CTA
144
Chesley Taft & Associates
Illinois
$3.37M +$115K +2,959 +4%
TA
145
TKG Advisors
Indiana
$3.35M +$3.29M +84,708 New
LCM
146
LDR Capital Management
New York
$3.34M -$1.92M -49,267 -37%
Northern Trust
147
Northern Trust
Illinois
$3.33M +$136K +3,493 +4%
AWM
148
AE Wealth Management
Kansas
$3.31M -$5.14M -132,099 -61%
IWM
149
IHT Wealth Management
Illinois
$3.16M +$805K +20,694 +35%
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$3.11M +$2.72M +69,835 +790%

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.