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State Street Real Estate Select Sector SPDR ETF
XLRE

678 hedge funds and large institutions have $4.36B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 214 increasing their positions, 217 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 59

129% more funds holding in top 10

Funds holding in top 10: 7 → 16 (+9)

60% more capital invested

Capital invested by funds: $2.72B → $4.36B (+$1.64B)

15% more funds holding

Funds holding: 588 → 678 (+90)

9.56% more ownership

Funds ownership: 66.31% → 75.87% (+9.6%)

1% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 217

13% less call options, than puts

Call options by funds: $32.5M | Put options by funds: $37.4M

Holders
678
Holders Change
+90
Holders Change %
+15.31%
% of All Funds
9.88%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.23%
New
158
Increased
214
Reduced
217
Closed
59
Calls
$32.5M
Puts
$37.4M
Net Calls
-$4.96M
Net Calls Change
+$2.29M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$198M
2
Morgan Stanley
Morgan Stanley
New York
+$193M
3
Creative Planning
Creative Planning
Kansas
+$171M
4
CCWM
Cassaday & Co Wealth Management
Virginia
+$84M
5
Bank of America
Bank of America
North Carolina
+$43.8M

Top Sellers

1
FHA
Flagship Harbor Advisors
Massachusetts
-$14.8M
2
Bessemer Group
Bessemer Group
New Jersey
-$11.1M
3
GB
Gunma Bank
Japan
-$7.84M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$7.69M
5
Goldman Sachs
Goldman Sachs
New York
-$6.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
176
Creative Financial Designs
Indiana
$2.3M -$752K -20,944 -27%
CF
177
Centaurus Financial
California
$2.3M +$633K +17,618 +44%
SSA
178
Schonfeld Strategic Advisors
New York
$2.25M +$2.02M +56,155 New
EA
179
Ellsworth Advisors
Ohio
$2.24M +$10.1K +281 +0.5%
WA
180
WBH Advisory
Maryland
$2.24M -$585K -16,280 -23%
PWM
181
Prentice Wealth Management
New York
$2.22M +$51.6K +1,438 +3%
SWM
182
Solano Wealth Management
California
$2.21M +$53.7K +1,495 +3%
ARC
183
Advisor Resource Council
Texas
$2.17M +$1.94M +54,157 New
CA
184
Cetera Advisors
Colorado
$2.15M +$694K +19,313 +56%
GS
185
GTS Securities
New York
$2.15M -$2.6M -72,479 -57%
AWS
186
Atria Wealth Solutions
New York
$2.13M +$384K +10,696 +25%
PCFFS
187
Pacific Center for Financial Services
California
$2.1M +$58.5K +1,630 +3%
BAAM
188
Baker Avenue Asset Management
California
$2.08M +$1.06M +29,483 +131%
EWA
189
EP Wealth Advisors
California
$2.08M -$349K -9,714 -16%
AFG
190
Arkansas Financial Group
Arkansas
$2.07M +$445K +12,393 +31%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$2.05M +$317K +8,826 +21%
MA
192
Mutual Advisors
Nebraska
$2.02M -$1.71M -47,540 -48%
SIS
193
Sound Income Strategies
Florida
$1.97M +$134K +3,721 +8%
SI
194
Stephens Inc
Arkansas
$1.96M +$98.5K +2,742 +6%
ACM
195
Alpha Capital Management
Texas
$1.96M +$1.76M +48,900 New
IWC
196
Integrated Wealth Concepts
Massachusetts
$1.95M -$670K -18,662 -28%
William Blair & Company
197
William Blair & Company
Illinois
$1.89M -$18.5K -514 -1%
CWM
198
Castle Wealth Management
Florida
$1.85M +$1.65M +46,081 New
EWM
199
Evercore Wealth Management
New York
$1.78M +$4.85K +135 +0.3%
ZIG
200
Zurich Insurance Group
Switzerland
$1.78M – – –
6 7
8
9 10

XLRE Hedge Fund Activity: Q4 2023 in Review

678 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2023, worth a combined $4.36B — up 60% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new XLRE positions and 59 closed out — a net gain of 99 holders — while 214 added to existing stakes and 217 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $198M. The largest seller was Flagship Harbor Advisors, cutting an estimated $14.8M.

  • 678 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2023, up from 588 in Q3 2023.
  • Funds reported $4.36B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2023, up 60% quarter-over-quarter.
  • 158 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2023 and 59 closed out, a net change of +99 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2023 was Migdal Insurance & Financial Holdings, an estimated $198M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2023 was Flagship Harbor Advisors, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2023.