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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
ASN
201
Advisory Services Network
Georgia
$1.73M +$89.1K +2,366 +6%
GLA
202
Good Life Advisors
Pennsylvania
$1.73M +$136K +3,623 +9%
PPWP
203
Premier Path Wealth Partners
New Jersey
$1.72M +$31.9K +846 +2%
EFS
204
Econ Financial Services
Pennsylvania
$1.69M +$1.66M +44,075 New
KAS
205
Kestra Advisory Services
Texas
$1.68M +$310K +8,223 +23%
NA
206
NewEdge Advisors
Louisiana
$1.66M +$530K +14,078 +48%
CB
207
Centennial Bank
Arkansas
$1.65M +$145K +3,841 +10%
TCG
208
Transcendent Capital Group
Oklahoma
$1.65M +$1.62M +42,902 New
JFG
209
Jefferies Financial Group
New York
$1.65M +$1.41M +37,500 +700%
RFN
210
Redwood Financial Network
Ohio
$1.64M -$16.2K -431 -1%
HWA
211
HHM Wealth Advisors
Tennessee
$1.61M -$15.1K -402 -1%
PPWP
212
Proquility Private Wealth Partners
Nevada
$1.6M +$27.1K +719 +2%
VWA
213
Visionary Wealth Advisors
Illinois
$1.59M +$747K +19,824 +92%
TI
214
Tidal Investments
Wisconsin
$1.58M +$1.55M +41,073 New
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$1.57M -$80.9K -2,147 -5%
TCM
216
Triumph Capital Management
Colorado
$1.53M +$651K +17,289 +76%
BFEC
217
Benjamin F. Edwards & Company
Missouri
$1.53M +$36K +955 +2%
HWM
218
Horizons Wealth Management
North Carolina
$1.47M -$40.9K -1,086 -3%
CI
219
CX Institutional
Indiana
$1.43M -$22.2K -590 -2%
CWM
220
Collaborative Wealth Management
Florida
$1.43M +$43.5K +1,155 +3%
LA
221
LexAurum Advisors
Kansas
$1.42M -$7.91K -210 -0.6%
GKWIM
222
Gerber Kawasaki Wealth & Investment Management
California
$1.42M +$731K +19,411 +110%
IP
223
Ignite Planners
California
$1.42M +$181K +4,817 +15%
CW
224
CreativeOne Wealth
Kansas
$1.41M -$335K -8,887 -20%
SCA
225
Scott Capital Advisors
Oregon
$1.4M +$49K +1,300 +4%

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.