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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
KIA
151
KCM Investment Advisors
California
$4.1M +$126K +2,922 +3%
FM
152
Foster & Motley
Ohio
$4.1M -$222K -5,127 -5%
LWMI
153
Landmark Wealth Management (Illinois)
Illinois
$4.06M -$379K -8,748 -8%
ACA
154
Aptus Capital Advisors
Alabama
$4.04M +$3.79M +87,693 +749%
NCM
155
Nelson Capital Management
California
$4.02M -$12.4K -287 -0.3%
NECFA
156
New England Capital Financial Advisors
Connecticut
$4.01M +$154K +3,555 +4%
PWAC
157
Private Wealth Advisors (California)
California
$4M -$25.1K -580 -0.6%
IWC
158
Integrated Wealth Concepts
Massachusetts
$3.99M -$845K -19,537 -17%
SW
159
StrongBox Wealth
Missouri
$3.93M -$28.4K -656 -0.7%
OC
160
Oppenheimer & Co
New York
$3.88M +$2.26M +52,329 +122%
Northern Trust
161
Northern Trust
Illinois
$3.82M -$262K -6,048 -6%
SSA
162
Schonfeld Strategic Advisors
New York
$3.79M +$3.43M +79,333 +575%
CCT
163
Chemung Canal Trust
New York
$3.75M +$2.2M +50,894 +123%
OIA
164
OneDigital Investment Advisors
Kansas
$3.72M +$7.49K +173 +0.2%
ECM
165
Evergreen Capital Management
Washington
$3.66M -$4.33K -100 -0.1%
HI
166
Harbour Investments
Wisconsin
$3.61M +$1.12M +25,836 +41%
AFG
167
Arkansas Financial Group
Arkansas
$3.55M +$369K +8,528 +11%
1SB
168
1ST Source Bank
Indiana
$3.48M +$33.2K +768 +0.9%
GS
169
GTS Securities
New York
$3.46M -$6.19M -143,079 -63%
Jane Street
170
Jane Street
New York
$3.42M +$2.85M +65,769 +359%
PWM
171
Palumbo Wealth Management
New York
$3.35M +$128K +2,968 +4%
CTA
172
Chesley Taft & Associates
Illinois
$3.27M +$96.5K +2,230 +3%
CPL
173
CAP Partners LLC
Tennessee
$3.21M +$63.7K +1,471 +2%
SI
174
Stephens Inc
Arkansas
$3.17M +$194K +4,486 +6%
CFD
175
Creative Financial Designs
Indiana
$3.15M +$24.3K +561 +0.7%

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.