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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
JCM
201
Jacobi Capital Management
Pennsylvania
$2.44M +$309K +7,142 +13%
NA
202
NewEdge Advisors
Louisiana
$2.42M +$442K +10,219 +21%
WWM
203
Western Wealth Management
Colorado
$2.4M -$1.7M -39,235 -40%
TWC
204
TD Waterhouse Canada
Ontario, Canada
$2.39M -$9.35K -216 -0.4%
SIS
205
Sound Income Strategies
Florida
$2.37M +$46.1K +1,066 +2%
TF
206
Trek Financial
Arizona
$2.32M -$758K -17,515 -24%
I
207
IMPACTfolio
Colorado
$2.3M +$2.45M +56,673 New
SG Americas Securities
208
SG Americas Securities
New York
$2.29M -$1.89M -43,566 -44%
HFS
209
Horizon Financial Services
North Carolina
$2.29M +$31.4K +725 +1%
CW
210
CreativeOne Wealth
Kansas
$2.28M +$531K +12,280 +28%
WA
211
WBH Advisory
Maryland
$2.27M -$54.5K -1,260 -2%
Marshall Wace
212
Marshall Wace
United Kingdom
$2.27M +$2.42M +55,890 New
HI
213
Harper Investing
California
$2.26M -$225K -5,190 -9%
PRS
214
Pinkerton Retirement Specialists
Idaho
$2.24M +$160K +3,706 +7%
ONB
215
Old National Bancorp
Indiana
$2.21M -$146K -3,372 -6%
MWM
216
Manske Wealth Management
Texas
$2.13M +$2.26M +52,270 New
TPW
217
Talon Private Wealth
Florida
$2.08M +$1.35M +31,145 +156%
AFG
218
Atomi Financial Group
New York
$2.07M +$577K +13,341 +36%
SP
219
Symmetry Partners
Connecticut
$2.05M +$2.18M +50,401 New
FWM
220
Foguth Wealth Management
Michigan
$2.03M +$890K +20,566 +72%
SC
221
Savant Capital
Illinois
$2.03M -$95.9K -2,217 -4%
AAS
222
Asset Allocation Strategies
Michigan
$1.98M -$748K -17,279 -27%
BEI
223
Benjamin Edwards Inc
Missouri
$1.97M -$613K -14,155 -23%
PFPT
224
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.92M +$381K +8,811 +23%
TSWM
225
Triangle Securities Wealth Management
North Carolina
$1.91M +$336K +7,761 +20%

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.