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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
WAOTB
151
Wealth Advisors of Tampa Bay
Florida
$3.09M -$3.06M -85,282 -53%
ONB
152
Old National Bancorp
Indiana
$3.07M -$150K -4,186 -5%
JMFC
153
J.M. Forbes & Co
Massachusetts
$3.07M -$30.7K -856 -1%
NECFA
154
New England Capital Financial Advisors
Connecticut
$3.01M -$239K -6,664 -8%
CPA
155
Cardiff Park Advisors
California
$2.99M +$2.68M +74,591 New
CA
156
CoreCap Advisors
Michigan
$2.96M +$2.26M +62,888 +570%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$2.96M -$310K -8,629 -10%
IC
158
Innealta Capital
Texas
$2.93M +$2.63M +73,259 New
GWA
159
Gratus Wealth Advisors
Virginia
$2.92M +$2.62M +72,848 New
CAM
160
Cresset Asset Management
Illinois
$2.86M +$266K +7,413 +12%
ATPW
161
Ashton Thomas Private Wealth
Arizona
$2.86M +$2.01M +55,858 +362%
AA
162
AlphaMark Advisors
Kentucky
$2.85M -$74.1K -2,063 -3%
FMTCOCP
163
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.81M +$352K +9,810 +16%
BHWM
164
Bar Harbor Wealth Management
New Hampshire
$2.74M +$71.1K +1,980 +3%
MA
165
Montag & Associates
Georgia
$2.72M +$2.44M +68,018 New
CPL
166
CAP Partners LLC
Tennessee
$2.7M +$2.42M +67,446 New
Citadel Advisors
167
Citadel Advisors
Florida
$2.63M +$2.36M +65,748 New
B
168
Bailard
California
$2.62M +$11.5K +319 +0.5%
OWM
169
Olympus Wealth Management
Utah
$2.54M +$2.28M +63,451 New
WS
170
Wedbush Securities
California
$2.48M +$2.22M +61,944 New
NB
171
NBT Bank
New York
$2.46M +$7K +195 +0.3%
B
172
Bridgeworth
Alabama
$2.4M +$434K +12,079 +25%
IWM
173
IHT Wealth Management
Illinois
$2.37M -$160K -4,447 -7%
GWM
174
Geneos Wealth Management
Colorado
$2.33M -$4.42K -123 -0.2%
IA
175
IMZ Advisory
Florida
$2.31M +$2.16M +60,168 New