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State Street Real Estate Select Sector SPDR ETF

678 hedge funds and large institutions have $4.36B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 214 increasing their positions, 217 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 59

129% more funds holding in top 10

Funds holding in top 10: 716 (+9)

60% more capital invested

Capital invested by funds: $2.72B → $4.36B (+$1.64B)

15% more funds holding

Funds holding: 588678 (+90)

9.56% more ownership

Funds ownership: 66.31%75.87% (+9.6%)

1% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 217

13% less call options, than puts

Call options by funds: $32.5M | Put options by funds: $37.4M

Holders
678
Holders Change
+90
Holders Change %
+15.31%
% of All Funds
9.88%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.23%
New
158
Increased
214
Reduced
217
Closed
59
Calls
$32.5M
Puts
$37.4M
Net Calls
-$4.96M
Net Calls Change
+$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$797M +$171M +4,766,311 +32%
Bank of America
2
Bank of America
North Carolina
$414M +$43.8M +1,219,558 +13%
Morgan Stanley
3
Morgan Stanley
New York
$404M +$193M +5,375,106 +114%
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$220M +$198M +5,500,000 New
LPL Financial
5
LPL Financial
California
$143M +$7.84M +218,213 +7%
HIIFS
6
Harel Insurance Investments & Financial Services
Israel
$117M -$10.9K -304 -0%
CCWM
7
Cassaday & Co Wealth Management
Virginia
$106M +$84M +2,337,869 +746%
Caisse de Depot et Placement du Quebec (CDPQ)
8
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$83.9M +$21.7M +604,700 +41%
PF
9
Phoenix Financial
Israel
$71.5M
Ameriprise
10
Ameriprise
Minnesota
$67.3M -$6.26M -174,289 -9%
Wells Fargo
11
Wells Fargo
California
$48.4M +$4.26M +118,511 +11%
WWA
12
WCG Wealth Advisors
Nevada
$46.7M -$5.6M -156,080 -12%
UBS Group
13
UBS Group
Switzerland
$42.9M -$6.58M -183,124 -15%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$38.9M +$31.5M +878,229 +934%
VMPIC
15
Varma Mutual Pension Insurance Co
Finland
$36.5M +$32.7M +910,000 New
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$35.9M +$25.8M +717,349 +404%
MTWSIF
17
Mivtachim The Workers Social Insurance Fund
Israel
$32.7M +$29.3M +816,000 New
AA
18
ALPS Advisors
Colorado
$31.3M +$522K +14,535 +2%
WG
19
Winton Group
United Kingdom
$30.9M +$2.75M +76,492 +11%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$29.9M +$2.6M +72,465 +11%
MD
21
Money Design
Japan
$27.6M -$1.57M -43,839 -6%
FMI
22
Factory Mutual Insurance
Massachusetts
$26.4M +$23.7M +659,000 New
HighTower Advisors
23
HighTower Advisors
Illinois
$26M -$400K -11,144 -2%
Mariner
24
Mariner
Kansas
$25.8M -$1.96M -54,702 -8%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$25M +$3.81M +106,154 +21%