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State Street Real Estate Select Sector SPDR ETF

588 hedge funds and large institutions have $2.72B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 200

2.5% more ownership

Funds ownership: 63.81%66.31% (+2.5%)

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

1% less funds holding

Funds holding: 592588 (-4)

8% less capital invested

Capital invested by funds: $2.95B → $2.72B (-$232M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

29% less call options, than puts

Call options by funds: $17.6M | Put options by funds: $24.9M

Holders
588
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
9.33%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
71
Increased
221
Reduced
200
Closed
69
Calls
$17.6M
Puts
$24.9M
Net Calls
-$7.25M
Net Calls Change
+$957K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$515M +$144M +3,904,631 +35%
Bank of America
2
Bank of America
North Carolina
$310M -$25.3M -682,421 -7%
Morgan Stanley
3
Morgan Stanley
New York
$160M -$15.8M -427,115 -8%
LPL Financial
4
LPL Financial
California
$114M -$9.67M -261,369 -7%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$99.5M +$9.21K +249 +0%
Ameriprise
6
Ameriprise
Minnesota
$63.2M +$490K +13,250 +0.7%
PF
7
Phoenix Financial
Israel
$54M
Caisse de Depot et Placement du Quebec (CDPQ)
8
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$50.8M +$26.1M +706,600 +90%
WWA
9
WCG Wealth Advisors
Nevada
$46M +$2.71M +73,275 +6%
UBS Group
10
UBS Group
Switzerland
$42.7M -$9.62M -260,042 -17%
Wells Fargo
11
Wells Fargo
California
$37.1M -$1.79M -48,499 -4%
Goldman Sachs
12
Goldman Sachs
New York
$26.8M -$1.95M -52,777 -6%
AA
13
ALPS Advisors
Colorado
$26.1M +$1.43M +38,610 +5%
MD
14
Money Design
Japan
$24.9M +$921K +24,898 +4%
Mariner
15
Mariner
Kansas
$23.8M +$2.99M +80,932 +13%
WG
16
Winton Group
United Kingdom
$23.7M +$16.9M +456,713 +192%
SMM
17
Stadion Money Management
Georgia
$23.4M +$25.4M +685,616 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$23M +$1.92M +51,979 +8%
HighTower Advisors
19
HighTower Advisors
Illinois
$22.5M +$2.74M +74,005 +13%
JP Morgan Chase
20
JP Morgan Chase
New York
$21.1M -$9.14M -247,102 -29%
KWM
21
Kingsview Wealth Management
Oregon
$20.1M -$4.79M -129,494 -18%
AOI
22
Auto-Owners Insurance
Michigan
$19.9M
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$18.7M -$2.94M -79,324 -13%
AM
24
AGF Management
Ontario, Canada
$18.3M +$10.6M +285,394 +114%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$17.6M -$2.35M -63,510 -11%

XLRE Hedge Fund Activity: Q3 2023 in Review

588 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2023, worth a combined $2.72B — down 7.9% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new XLRE positions and 69 closed out — a net gain of 2 holders — while 221 added to existing stakes and 200 trimmed.

The largest buyer was Creative Planning, adding an estimated $144M. The largest seller was Millennium Management, cutting an estimated $38.2M.

  • 588 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2023, down from 592 in Q2 2023.
  • Funds reported $2.72B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2023, down 7.9% quarter-over-quarter.
  • 71 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2023 and 69 closed out, a net change of +2 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2023 was Creative Planning, an estimated $144M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2023 was Millennium Management, an estimated $38.2M sold.

Based on aggregated 13F filings for Q3 2023.