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State Street Real Estate Select Sector SPDR ETF

683 hedge funds and large institutions have $4.54B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 221

19% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 74

4% more capital invested

Capital invested by funds: $4.36B → $4.54B (+$184M)

1% more funds holding

Funds holding: 678683 (+5)

2.13% less ownership

Funds ownership: 75.87%73.73% (-2.1%)

54% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $35M

56% less funds holding in top 10

Funds holding in top 10: 167 (-9)

Holders
683
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.84%
Holding in Top 10
7
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-56.25%
% of All Funds
0.1%
New
88
Increased
273
Reduced
221
Closed
74
Calls
$16.2M
Puts
$35M
Net Calls
-$18.8M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$966M +$177M +4,553,523 +23%
Bank of America
2
Bank of America
North Carolina
$744M +$331M +8,501,748 +82%
Morgan Stanley
3
Morgan Stanley
New York
$205M -$190M -4,885,890 -48%
LPL Financial
4
LPL Financial
California
$144M +$3.32M +85,465 +2%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$115M
CCWM
6
Cassaday & Co Wealth Management
Virginia
$113M +$8.12M +208,762 +8%
PF
7
Phoenix Financial
Israel
$98.4M +$35.1M +903,358 +57%
Wells Fargo
8
Wells Fargo
California
$78.5M +$30.3M +778,015 +64%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$75M +$39M +1,002,706 +112%
Caisse de Depot et Placement du Quebec (CDPQ)
10
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69M -$13.6M -350,600 -17%
MIFH
11
Migdal Insurance & Financial Holdings
Israel
$55.3M -$159M -4,100,000 -75%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$43M +$18.1M +465,161 +75%
Ameriprise
13
Ameriprise
Minnesota
$42.6M -$23.5M -603,086 -36%
UBS Group
14
UBS Group
Switzerland
$39.9M -$2.35M -60,330 -6%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$39.8M +$1.33M +34,142 +4%
WWA
16
WCG Wealth Advisors
Nevada
$37.8M -$8.1M -208,322 -18%
CIA
17
Capital Investment Advisors
Georgia
$37.2M +$36.6M +941,263 New
AA
18
Advisory Alpha
Michigan
$31.6M +$23.7M +608,942 +318%
AA
19
ALPS Advisors
Colorado
$30.2M -$639K -16,427 -2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$30.1M +$570K +14,652 +2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$26.4M +$22.5M +578,545 +645%
FMI
22
Factory Mutual Insurance
Massachusetts
$26.1M
MD
23
Money Design
Japan
$25.7M -$1.49M -38,237 -6%
Mariner
24
Mariner
Kansas
$25.7M +$245K +6,290 +1%
SMM
25
Stadion Money Management
Georgia
$24.7M +$828K +21,300 +4%

XLRE Hedge Fund Activity: Q1 2024 in Review

683 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2024, worth a combined $4.54B — up 4.2% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new XLRE positions and 74 closed out — a net gain of 14 holders — while 273 added to existing stakes and 221 trimmed.

The largest buyer was Bank of America, adding an estimated $331M. The largest seller was Morgan Stanley, cutting an estimated $190M.

  • 683 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2024, up from 678 in Q4 2023.
  • Funds reported $4.54B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 88 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2024 and 74 closed out, a net change of +14 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2024 was Bank of America, an estimated $331M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2024.