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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
MML Investors Services
126
MML Investors Services
Massachusetts
$3.71M -$574K -15,252 -14%
NCM
127
Nelson Capital Management
California
$3.7M +$5.46K +145 +0.2%
GIA
128
Gladstone Institutional Advisory
Florida
$3.67M -$216K -5,743 -6%
OIA
129
OneDigital Investment Advisors
Kansas
$3.66M +$3.59M +95,383 New
NECFA
130
New England Capital Financial Advisors
Connecticut
$3.57M +$180K +4,787 +5%
GWA
131
GGM Wealth Advisors
Maryland
$3.53M +$3.47M +92,031 New
IWC
132
Integrated Wealth Concepts
Massachusetts
$3.53M +$907K +24,088 +36%
ECM
133
Evergreen Capital Management
Washington
$3.51M +$150K +3,971 +5%
AAS
134
Asset Allocation Strategies
Michigan
$3.51M -$108K -2,860 -3%
SW
135
StrongBox Wealth
Missouri
$3.44M +$97.1K +2,578 +3%
KIA
136
KCM Investment Advisors
California
$3.44M -$226K -6,003 -6%
1SB
137
1ST Source Bank
Indiana
$3.34M -$77.9K -2,067 -2%
BCI
138
Brinker Capital Investments
Pennsylvania
$3.05M -$237K -6,304 -7%
OPS
139
Orion Portfolio Solutions
Nebraska
$3.05M -$237K -6,304 -7%
PWM
140
Palumbo Wealth Management
New York
$3.05M +$826K +21,933 +38%
CTA
141
Chesley Taft & Associates
Illinois
$3.04M -$227K -6,040 -7%
SA
142
Sanctuary Advisors
Indiana
$3.04M +$3.14M +83,295 New
CFD
143
Creative Financial Designs
Indiana
$2.97M +$602K +15,973 +26%
BC
144
Bricktown Capital
Michigan
$2.96M +$2.9M +77,103 New
Northern Trust
145
Northern Trust
Illinois
$2.96M -$268K -7,104 -8%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$2.95M +$205K +5,432 +8%
GWA
147
Gratus Wealth Advisors
Virginia
$2.94M -$20.7K -549 -0.8%
JMFC
148
J.M. Forbes & Co
Massachusetts
$2.92M -$17.4K -461 -0.6%
CPL
149
CAP Partners LLC
Tennessee
$2.92M +$281K +7,457 +11%
JWA
150
JFS Wealth Advisors
Pennsylvania
$2.87M -$78.9K -2,095 -3%

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.