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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
AF
126
Arrow Financial
New York
$5.16M +$5.11M +118,147 +1,353%
CIP
127
Capital Insight Partners
Arizona
$4.96M +$366K +8,464 +7%
LHWM
128
Lake Hills Wealth Management
Texas
$4.96M +$5.27M +121,841 New
JWM
129
Jessup Wealth Management
Ohio
$4.88M -$114K -2,638 -2%
LPT
130
Legacy Private Trust
Wisconsin
$4.88M +$183K +4,225 +4%
AP
131
Aspect Partners
Virginia
$4.84M -$20.3K -468 -0.4%
CCM
132
Cullen Capital Management
New York
$4.8M +$5.1M +117,959 New
RCP
133
Rothschild Capital Partners
New York
$4.77M +$656K +15,166 +15%
Balyasny Asset Management
134
Balyasny Asset Management
Illinois
$4.73M +$3.51M +81,227 +231%
CFG
135
Citizens Financial Group
Rhode Island
$4.65M +$667K +15,406 +16%
PRP
136
Peak Retirement Planning
Ohio
$4.58M +$4.84M +111,891 New
JWA
137
JFS Wealth Advisors
Pennsylvania
$4.58M +$573K +13,240 +13%
PA
138
PSI Advisors
Florida
$4.46M -$78.2K -1,807 -2%
RSWM
139
Robertson Stephens Wealth Management
California
$4.45M -$4.78M -110,441 -50%
CF
140
Clarity Financial
Texas
$4.42M -$121K -2,803 -3%
KWM
141
KFG Wealth Management
Indiana
$4.39M +$1.1M +25,319 +31%
AI
142
Atria Investments
North Carolina
$4.37M +$972K +22,456 +26%
GIA
143
Gladstone Institutional Advisory
Florida
$4.3M +$766K +17,694 +20%
IMC
144
Investment Management Corporation
Virginia
$4.29M +$4.57M +105,550 New
SA
145
Sanctuary Advisors
Indiana
$4.28M -$600K -13,873 -12%
KHLMTHM
146
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.26M
M&T Bank
147
M&T Bank
New York
$4.24M -$42.7K -986 -0.9%
CIA
148
Capital Investment Advisors
Georgia
$4.17M +$3.29K +76 +0.1%
IWM
149
IHT Wealth Management
Illinois
$4.15M -$966K -22,322 -18%
SWM
150
Spire Wealth Management
Virginia
$4.14M +$116K +2,677 +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.