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State Street Real Estate Select Sector SPDR ETF
XLRE

683 hedge funds and large institutions have $4.54B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 221

19% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 74

4% more capital invested

Capital invested by funds: $4.36B → $4.54B (+$184M)

1% more funds holding

Funds holding: 678 → 683 (+5)

2.13% less ownership

Funds ownership: 75.87% → 73.73% (-2.1%)

54% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $35M

56% less funds holding in top 10

Funds holding in top 10: 16 → 7 (-9)

Holders
683
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.84%
Holding in Top 10
7
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-56.25%
% of All Funds
0.1%
New
88
Increased
273
Reduced
221
Closed
74
Calls
$16.2M
Puts
$35M
Net Calls
-$18.8M
Net Calls Change
-$13.9M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$331M
2
Creative Planning
Creative Planning
Kansas
+$177M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$39M
4
CIA
Capital Investment Advisors
Georgia
+$36.6M
5
PF
Phoenix Financial
Israel
+$35.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$190M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$159M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$36.5M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$23.6M
5
Ameriprise
Ameriprise
Minnesota
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
176
G&S Capital
Colorado
$2.43M +$2.39M +61,418 New
CFD
177
Creative Financial Designs
Indiana
$2.43M +$156K +4,018 +7%
BFG
178
Berger Financial Group
Minnesota
$2.35M +$2.31M +59,397 New
AFG
179
Arkansas Financial Group
Arkansas
$2.34M +$286K +7,356 +14%
PWM
180
Prentice Wealth Management
New York
$2.34M +$145K +3,717 +7%
PWM
181
Palumbo Wealth Management
New York
$2.27M +$2.23M +57,391 New
WA
182
WBH Advisory
Maryland
$2.25M +$42.4K +1,090 +2%
DS
183
DRW Securities
Illinois
$2.24M -$4.22M -108,575 -66%
HFS
184
Horizon Financial Services
North Carolina
$2.21M +$1.93M +49,613 +774%
PCFFS
185
Pacific Center for Financial Services
California
$2.19M +$120K +3,076 +6%
GWM
186
Geneos Wealth Management
Colorado
$2.19M -$106K -2,719 -5%
AWS
187
Atria Wealth Solutions
New York
$2.15M +$53.3K +1,370 +3%
PFS
188
Prospera Financial Services
Texas
$2.15M +$2.11M +54,343 New
SWM
189
Solano Wealth Management
California
$2.11M -$68.3K -1,755 -3%
CWM
190
Cordatus Wealth Management
Pennsylvania
$2.08M +$2.05M +52,605 New
SIS
191
Sound Income Strategies
Florida
$2.03M +$84.8K +2,180 +4%
EH
192
Equitable Holdings
New York
$2M -$1.75M -45,045 -47%
Truist Financial
193
Truist Financial
North Carolina
$1.99M -$1.44M -37,051 -42%
EWA
194
EP Wealth Advisors
California
$1.94M -$107K -2,742 -5%
SI
195
Stephens Inc
Arkansas
$1.94M +$4.04K +104 +0.2%
TF
196
Trek Financial
Arizona
$1.94M -$2.88M -74,094 -60%
LCGC
197
Legacy Capital Group California
California
$1.93M +$1.9M +48,890 New
LHWM
198
Lake Hills Wealth Management
Texas
$1.93M +$1.9M +48,731 New
William Blair & Company
199
William Blair & Company
Illinois
$1.86M -$2.41K -62 -0.1%
JCM
200
Jacobi Capital Management
Pennsylvania
$1.83M +$1.11M +28,444 +158%
6 7
8
9 10

XLRE Hedge Fund Activity: Q1 2024 in Review

683 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2024, worth a combined $4.54B — up 4.2% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new XLRE positions and 74 closed out — a net gain of 14 holders — while 273 added to existing stakes and 221 trimmed.

The largest buyer was Bank of America, adding an estimated $331M. The largest seller was Morgan Stanley, cutting an estimated $190M.

  • 683 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2024, up from 678 in Q4 2023.
  • Funds reported $4.54B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 88 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2024 and 74 closed out, a net change of +14 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2024 was Bank of America, an estimated $331M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2024.