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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
PAG
151
Paladin Advisory Group
Iowa
$3.06M +$272 +7 +0%
VIA
152
Vickerman Investment Advisors
Washington
$3.06M +$12.4K +320 +0.4%
WAOTB
153
Wealth Advisors of Tampa Bay
Florida
$3.06M +$11.1K +285 +0.4%
JWA
154
JFS Wealth Advisors
Pennsylvania
$3.04M -$115K -2,967 -4%
JMFC
155
J.M. Forbes & Co
Massachusetts
$3.02M
ZIG
156
Zurich Insurance Group
Switzerland
$2.98M +$1.24M +31,890 +71%
CPA
157
Cardiff Park Advisors
California
$2.95M
HF
158
HRT Financial
New York
$2.94M -$1.68M -43,233 -37%
IC
159
Innealta Capital
Texas
$2.9M +$1.44K +37 +0.1%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$2.83M -$91.4K -2,349 -3%
CAM
161
Cresset Asset Management
Illinois
$2.8M -$22.6K -582 -0.8%
BHWM
162
Bar Harbor Wealth Management
New Hampshire
$2.79M +$93.1K +2,393 +4%
AllianceBernstein
163
AllianceBernstein
Tennessee
$2.77M +$2.73M +70,163 New
FMTCOCP
164
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.75M -$20.8K -536 -0.8%
CPL
165
CAP Partners LLC
Tennessee
$2.71M +$42.8K +1,100 +2%
MA
166
Montag & Associates
Georgia
$2.71M +$19.4K +500 +0.7%
ONB
167
Old National Bancorp
Indiana
$2.69M -$333K -8,562 -11%
AA
168
AlphaMark Advisors
Kentucky
$2.68M -$134K -3,454 -5%
IWC
169
Integrated Wealth Concepts
Massachusetts
$2.68M +$742K +19,068 +39%
TWC
170
TD Waterhouse Canada
Ontario, Canada
$2.65M -$6.49M -166,914 -71%
GWA
171
Gratus Wealth Advisors
Virginia
$2.61M +$10K +258 +0.4%
B
172
Bailard
California
$2.56M -$29.3K -754 -1%
OWM
173
Olympus Wealth Management
Utah
$2.52M +$15.5K +399 +0.6%
IA
174
IMZ Advisory
Florida
$2.46M +$84.5K +2,173 +4%
NB
175
NBT Bank
New York
$2.46M +$27.2K +700 +1%

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.