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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
JWA
151
JFS Wealth Advisors
Pennsylvania
$4.44M +$1.03M +24,516 +33%
SWM
152
Spire Wealth Management
Virginia
$4.43M -$603K -14,319 -13%
CFG
153
Citizens Financial Group
Rhode Island
$4.42M +$57.1K +1,355 +1%
NCM
154
Nelson Capital Management
California
$4.42M +$109K +2,593 +3%
PWAC
155
Private Wealth Advisors (California)
California
$4.39M -$38K -903 -0.9%
WWM
156
Western Wealth Management
Colorado
$4.39M -$180K -4,264 -4%
KIA
157
KCM Investment Advisors
California
$4.37M +$350K +8,315 +9%
SW
158
StrongBox Wealth
Missouri
$4.34M +$325K +7,711 +9%
NECFA
159
New England Capital Financial Advisors
Connecticut
$4.25M +$89.7K +2,129 +2%
GWA
160
GGM Wealth Advisors
Maryland
$4.1M -$11.1K -263 -0.3%
OIA
161
OneDigital Investment Advisors
Kansas
$4.08M -$169K -4,014 -4%
ECM
162
Evergreen Capital Management
Washington
$4.03M -$50.6K -1,200 -1%
CWG
163
Cornerstone Wealth Group
North Carolina
$3.94M +$3.72M +88,298 New
GIA
164
Gladstone Institutional Advisory
Florida
$3.93M -$320K -7,584 -8%
AI
165
Atria Investments
North Carolina
$3.8M -$2.48M -58,930 -41%
Simplex Trading
166
Simplex Trading
Illinois
$3.8M +$2.34M +55,606 +189%
Barclays
167
Barclays
United Kingdom
$3.8M -$5.37M -127,429 -60%
1SB
168
1ST Source Bank
Indiana
$3.79M -$91.2K -2,165 -2%
KWM
169
KFG Wealth Management
Indiana
$3.69M +$3.48M +82,695 New
PFS
170
Prospera Financial Services
Texas
$3.68M +$1.19M +28,285 +52%
BCI
171
Brinker Capital Investments
Pennsylvania
$3.68M +$118K +2,792 +4%
OPS
172
Orion Portfolio Solutions
Nebraska
$3.68M +$118K +2,792 +4%
RCS
173
Retirement Capital Strategies
California
$3.61M +$3.41M +80,861 New
PWM
174
Palumbo Wealth Management
New York
$3.54M -$295 -7 -0%
AFG
175
Arkansas Financial Group
Arkansas
$3.51M +$224K +5,315 +7%

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.