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State Street Real Estate Select Sector SPDR ETF

588 hedge funds and large institutions have $2.72B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 200

2.5% more ownership

Funds ownership: 63.81%66.31% (+2.5%)

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

1% less funds holding

Funds holding: 592588 (-4)

8% less capital invested

Capital invested by funds: $2.95B → $2.72B (-$232M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

29% less call options, than puts

Call options by funds: $17.6M | Put options by funds: $24.9M

Holders
588
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
9.33%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
71
Increased
221
Reduced
200
Closed
69
Calls
$17.6M
Puts
$24.9M
Net Calls
-$7.25M
Net Calls Change
+$957K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
176
Stephens Inc
Arkansas
$1.58M -$418K -11,285 -20%
ZIG
177
Zurich Insurance Group
Switzerland
$1.55M
SIS
178
Sound Income Strategies
Florida
$1.55M +$104K +2,799 +7%
BBL
179
Beck Bode LLC
Massachusetts
$1.53M -$24K -648 -1%
SAG
180
SageView Advisory Group
California
$1.53M +$11.8K +318 +0.7%
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$1.52M -$258K -6,965 -13%
EWM
182
Evercore Wealth Management
New York
$1.51M
QFA
183
Quattro Financial Advisors
Texas
$1.47M -$56.4K -1,524 -3%
GLA
184
Good Life Advisors
Pennsylvania
$1.46M +$53.1K +1,436 +3%
IMC Chicago
185
IMC Chicago
Illinois
$1.45M +$1.58M +42,681 New
AWS
186
Atria Wealth Solutions
New York
$1.45M -$78.7K -2,127 -5%
PPWP
187
Proquility Private Wealth Partners
Nevada
$1.44M -$32K -865 -2%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$1.44M -$69.5K -1,877 -4%
CF
189
Centaurus Financial
California
$1.35M +$802K +21,674 +120%
AFG
190
Arkansas Financial Group
Arkansas
$1.34M +$334K +9,024 +30%
CB
191
Centennial Bank
Arkansas
$1.32M +$324K +8,750 +29%
BFEC
192
Benjamin F. Edwards & Company
Missouri
$1.32M +$377K +10,182 +36%
AAM
193
Alphadyne Asset Management
New York
$1.29M +$864K +23,361 +162%
HWA
194
HHM Wealth Advisors
Tennessee
$1.29M -$10.6K -287 -0.8%
LA
195
LexAurum Advisors
Kansas
$1.28M +$45.1K +1,219 +3%
KAS
196
Kestra Advisory Services
Texas
$1.27M -$576K -15,553 -29%
PRS
197
Pinkerton Retirement Specialists
Idaho
$1.24M +$97.1K +2,625 +8%
BC
198
Bartlett & Co
Ohio
$1.23M -$31.7K -857 -2%
BCWM
199
Bartlett & Co Wealth Management
Ohio
$1.23M -$31.7K -857 -2%
WIC
200
Woodmont Investment Counsel
Tennessee
$1.22M -$439K -11,870 -25%

XLRE Hedge Fund Activity: Q3 2023 in Review

588 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2023, worth a combined $2.72B — down 7.9% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new XLRE positions and 69 closed out — a net gain of 2 holders — while 221 added to existing stakes and 200 trimmed.

The largest buyer was Creative Planning, adding an estimated $144M. The largest seller was Millennium Management, cutting an estimated $38.2M.

  • 588 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2023, down from 592 in Q2 2023.
  • Funds reported $2.72B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2023, down 7.9% quarter-over-quarter.
  • 71 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2023 and 69 closed out, a net change of +2 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2023 was Creative Planning, an estimated $144M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2023 was Millennium Management, an estimated $38.2M sold.

Based on aggregated 13F filings for Q3 2023.