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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
BCI
176
Brinker Capital Investments
Pennsylvania
$3.12M -$235K -5,437 -7%
OPS
177
Orion Portfolio Solutions
Nebraska
$3.12M -$235K -5,437 -7%
EWA
178
EP Wealth Advisors
California
$3.11M +$1.07M +24,706 +48%
BBP
179
Banco BTG Pactual
Brazil
$3.11M +$3.34M +77,089 New
JMFC
180
J.M. Forbes & Co
Massachusetts
$3.09M
AWS
181
Atria Wealth Solutions
New York
$3.06M +$479K +11,074 +17%
CPA
182
Cardiff Park Advisors
California
$3.03M
BHWM
183
Bar Harbor Wealth Management
New Hampshire
$3.02M +$114K +2,631 +4%
Truist Financial
184
Truist Financial
North Carolina
$2.97M -$45.6M -1,054,755 -94%
VIA
185
Vickerman Investment Advisors
Washington
$2.92M -$109K -2,510 -3%
FMTCOCP
186
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.75M +$129K +2,984 +5%
PWM
187
Prentice Wealth Management
New York
$2.73M +$102K +2,346 +4%
BCM
188
Brookstone Capital Management
Illinois
$2.72M -$179K -4,129 -6%
AGM
189
Alpine Global Management
New York
$2.69M +$2.87M +66,240 New
WFA
190
West Financial Advisors
Iowa
$2.68M +$342K +7,912 +14%
IA
191
IMZ Advisory
Florida
$2.68M +$985K +22,772 +53%
PAG
192
Paladin Advisory Group
Iowa
$2.57M -$20.6K -476 -0.7%
NB
193
NBT Bank
New York
$2.56M -$11.3K -260 -0.4%
ACI
194
Alpha Cubed Investments
California
$2.51M +$2.68M +61,838 New
B
195
Bailard
California
$2.51M +$126K +2,903 +5%
DWM
196
Dakota Wealth Management
Florida
$2.5M -$478K -11,054 -15%
AA
197
AlphaMark Advisors
Kentucky
$2.48M +$50.8K +1,175 +2%
PCFFS
198
Pacific Center for Financial Services
California
$2.48M +$187K +4,319 +8%
MA
199
Mutual Advisors
Nebraska
$2.45M -$375K -8,670 -13%
SAW
200
Signal Advisors Wealth
Michigan
$2.45M +$1.42M +32,800 +120%

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.