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State Street Real Estate Select Sector SPDR ETF

655 hedge funds and large institutions have $4.59B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 243 increasing their positions, 242 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

2.41% more ownership

Funds ownership: 73.73%76.14% (+2.4%)

1% more capital invested

Capital invested by funds: $4.54B → $4.59B (+$45.5M)

0% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 242

4% less funds holding

Funds holding: 683655 (-28)

25% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 87

80% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $82.6M

Holders
655
Holders Change
-28
Holders Change %
-4.1%
% of All Funds
9.46%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
65
Increased
243
Reduced
242
Closed
87
Calls
$16.7M
Puts
$82.6M
Net Calls
-$65.9M
Net Calls Change
-$47.1M
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
176
Quantitative Investment Management
Virginia
$2.13M +$2.09M +55,396 New
AWS
177
Atria Wealth Solutions
New York
$2.12M +$24.8K +658 +1%
CAM
178
Cresset Asset Management
Illinois
$2.09M -$621K -16,485 -23%
PCFFS
179
Pacific Center for Financial Services
California
$2.09M -$43.7K -1,160 -2%
PFS
180
Prospera Financial Services
Texas
$2.08M -$7.38K -196 -0.4%
HFS
181
Horizon Financial Services
North Carolina
$2.07M -$76K -2,019 -4%
SWM
182
Solano Wealth Management
California
$2.07M +$18.2K +482 +0.9%
CWM
183
Cordatus Wealth Management
Pennsylvania
$2.03M +$13.1K +348 +0.7%
HI
184
Harper Investing
California
$1.98M +$1.21M +32,002 +165%
EWA
185
EP Wealth Advisors
California
$1.96M +$73.6K +1,955 +4%
SC
186
Savant Capital
Illinois
$1.95M +$1.92M +50,862 New
IA
187
IMZ Advisory
Florida
$1.94M -$447K -11,871 -19%
TF
188
Trek Financial
Arizona
$1.9M +$20K +532 +1%
Comerica Bank
189
Comerica Bank
Texas
$1.89M +$273K +7,240 +17%
PRS
190
Pinkerton Retirement Specialists
Idaho
$1.88M +$154K +4,085 +9%
PCA
191
Pallas Capital Advisors
Massachusetts
$1.87M +$111K +2,942 +7%
LCGC
192
Legacy Capital Group California
California
$1.84M -$37.6K -997 -2%
GWM
193
Geneos Wealth Management
Colorado
$1.84M -$285K -7,564 -14%
JCM
194
Jacobi Capital Management
Pennsylvania
$1.83M +$49.9K +1,326 +3%
Truist Financial
195
Truist Financial
North Carolina
$1.81M -$120K -3,195 -6%
TC
196
TAP Consulting
Missouri
$1.8M +$190K +5,038 +12%
WANY
197
Wealthspire Advisors (New York)
New York
$1.78M -$2.08M -55,279 -54%
D.E. Shaw & Co
198
D.E. Shaw & Co
New York
$1.77M -$10.4M -276,499 -86%
PCOTEOTHU
199
Provident Company of the Employees of the Hebrew University
Israel
$1.75M
AWM
200
Avior Wealth Management
Nebraska
$1.75M -$4.76M -126,374 -74%

XLRE Hedge Fund Activity: Q2 2024 in Review

655 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2024, worth a combined $4.59B — up 1% from $4.54B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of XLRE and 65 opened new positions — a net loss of 22 holders — while 242 trimmed existing stakes and 243 added.

The largest buyer was Creative Planning, adding an estimated $111M. The largest seller was Capital Investment Advisors, cutting an estimated $31.3M.

  • 655 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2024, down from 683 in Q1 2024.
  • Funds reported $4.59B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2024, up 1% quarter-over-quarter.
  • 65 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2024 and 87 closed out, a net change of -22 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2024 was Creative Planning, an estimated $111M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2024 was Capital Investment Advisors, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2024.