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State Street Real Estate Select Sector SPDR ETF

742 hedge funds and large institutions have $6.39B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 291 increasing their positions, 214 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 53

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

39% more capital invested

Capital invested by funds: $4.59B → $6.39B (+$1.81B)

36% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 214

13% more funds holding

Funds holding: 655742 (+87)

2.87% more ownership

Funds ownership: 76.14%79.01% (+2.9%)

84% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $194M

Holders
742
Holders Change
+87
Holders Change %
+13.28%
% of All Funds
10.65%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.24%
New
146
Increased
291
Reduced
214
Closed
53
Calls
$31.4M
Puts
$194M
Net Calls
-$162M
Net Calls Change
-$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
126
Bank of Nova Scotia
Ontario, Canada
$5.26M +$4.96M +117,830 New
IWC
127
Integrated Wealth Concepts
Massachusetts
$5.26M +$1.09M +25,871 +28%
LPT
128
Legacy Private Trust
Wisconsin
$5.17M -$132K -3,140 -3%
SA
129
Sanctuary Advisors
Indiana
$5.16M +$1.42M +33,638 +40%
CIP
130
Capital Insight Partners
Arizona
$5.07M +$290K +6,885 +6%
PAG
131
Private Advisory Group
Washington
$5.07M +$4.78M +113,500 New
PA
132
PSI Advisors
Florida
$4.98M -$261K -6,197 -5%
CF
133
Clarity Financial
Texas
$4.98M +$134K +3,171 +3%
RFA
134
RTD Financial Advisors
Pennsylvania
$4.91M -$1.64M -39,027 -26%
CCS
135
Concentric Capital Strategies
Connecticut
$4.9M +$2M +47,372 +76%
LWMI
136
Landmark Wealth Management (Illinois)
Illinois
$4.85M +$111K +2,627 +2%
AWM
137
AE Wealth Management
Kansas
$4.8M +$359K +8,532 +9%
AWM
138
Adams Wealth Management
Utah
$4.76M +$4.49M +106,592 New
CI
139
CacheTech Inc
Utah
$4.76M +$4.49M +106,592 New
MCM
140
Monument Capital Management
Virginia
$4.75M +$4.48M +106,405 New
FM
141
Foster & Motley
Ohio
$4.73M -$305K -7,231 -6%
M&T Bank
142
M&T Bank
New York
$4.7M -$450K -10,678 -9%
PAS
143
Park Avenue Securities
New York
$4.69M +$4.42M +104,986 New
KHLMTHM
144
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.68M
NMG
145
New Millennium Group
Utah
$4.65M +$4.37M +103,776 +26,746%
BCM
146
Beaumont Capital Management
Massachusetts
$4.58M +$20K +475 +0.5%
CIA
147
Capital Investment Advisors
Georgia
$4.57M -$346K -8,217 -7%
RCP
148
Rothschild Capital Partners
New York
$4.56M -$71.7K -1,702 -2%
Northern Trust
149
Northern Trust
Illinois
$4.47M +$969K +23,000 +30%
SG Americas Securities
150
SG Americas Securities
New York
$4.46M +$4.21M +99,947 New

XLRE Hedge Fund Activity: Q3 2024 in Review

742 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2024, worth a combined $6.39B — up 39% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new XLRE positions and 53 closed out — a net gain of 93 holders — while 291 added to existing stakes and 214 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $209M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $67M sold.

  • 742 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2024, up from 655 in Q2 2024.
  • Funds reported $6.39B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2024, up 39% quarter-over-quarter.
  • 146 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2024 and 53 closed out, a net change of +93 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2024 was Squarepoint, an estimated $209M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $67M sold.

Based on aggregated 13F filings for Q3 2024.