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State Street Real Estate Select Sector SPDR ETF
XLRE

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: 7 → 10 (+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: 683 → 655 (-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

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$111M
2
MIH
Meitav Investment House
Israel
+$45.2M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$41.2M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$40.7M
5
Morgan Stanley
Morgan Stanley
New York
+$22.2M

Top Sellers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
-$31.3M
2
LPL Financial
LPL Financial
California
-$19.5M
3
BlackRock
BlackRock
New York
-$16.9M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
-$15.1M
5
WWA
WCG Wealth Advisors
Nevada
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
151
Cardiff Park Advisors
California
$2.87M – – –
VIA
152
Vickerman Investment Advisors
Washington
$2.86M -$110K -2,926 -4%
AFG
153
Arkansas Financial Group
Arkansas
$2.82M +$534K +14,190 +24%
PG
154
Prostatis Group
Maryland
$2.79M +$2.73M +72,526 New
BHWM
155
Bar Harbor Wealth Management
New Hampshire
$2.73M +$11.5K +305 +0.4%
GM
156
GeoWealth Management
Illinois
$2.69M -$3.35M -88,965 -56%
LCM
157
LDR Capital Management
New York
$2.64M -$586K -15,563 -18%
FMTCOCP
158
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.63M -$37.9K -1,005 -1%
PAG
159
Paladin Advisory Group
Iowa
$2.57M -$428K -11,369 -14%
MA
160
Mutual Advisors
Nebraska
$2.5M +$722K +19,162 +46%
ACGA
161
Atlanta Consulting Group Advisors
Georgia
$2.49M +$901K +23,926 +58%
AA
162
AlphaMark Advisors
Kentucky
$2.43M -$175K -4,636 -7%
NB
163
NBT Bank
New York
$2.43M +$39.4K +1,045 +2%
CCS
164
Concentric Capital Strategies
Connecticut
$2.4M +$2.35M +62,385 New
Balyasny Asset Management
165
Balyasny Asset Management
Illinois
$2.38M -$3.31M -87,892 -59%
ONB
166
Old National Bancorp
Indiana
$2.37M -$233K -6,187 -9%
PWM
167
Prentice Wealth Management
New York
$2.36M +$83.4K +2,213 +4%
B
168
Bailard
California
$2.27M -$205K -5,442 -8%
VC
169
Vicus Capital
Pennsylvania
$2.27M +$2.23M +59,160 New
TWC
170
TD Waterhouse Canada
Ontario, Canada
$2.27M -$353K -9,373 -14%
BAAM
171
Baker Avenue Asset Management
California
$2.26M -$1.01M -26,771 -31%
SI
172
Symmetry Investments
Jersey
$2.26M -$3.97M -105,472 -64%
SI
173
Stephens Inc
Arkansas
$2.2M +$309K +8,215 +17%
WA
174
WBH Advisory
Maryland
$2.2M +$10K +266 +0.5%
SIS
175
Sound Income Strategies
Florida
$2.14M +$168K +4,462 +9%
5 6
7
8 9

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.