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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
Creative Planning
1
Creative Planning
Kansas
$1.05B +$111M +2,953,217 +12%
Bank of America
2
Bank of America
North Carolina
$734M +$10.5M +279,712 +1%
Morgan Stanley
3
Morgan Stanley
New York
$222M +$22.2M +589,238 +11%
LPL Financial
4
LPL Financial
California
$121M -$19.5M -517,093 -14%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$115M +$41.2M +1,094,685 +58%
CCWM
6
Cassaday & Co Wealth Management
Virginia
$113M +$3.31M +87,763 +3%
HIIFS
7
Harel Insurance Investments & Financial Services
Israel
$112M +$67.6K +1,794 +0.1%
MIFH
8
Migdal Insurance & Financial Holdings
Israel
$95.3M +$40.7M +1,080,790 +77%
PF
9
Phoenix Financial
Israel
$91.6M -$3.9M -103,534 -4%
Wells Fargo
10
Wells Fargo
California
$71.8M -$4.39M -116,450 -6%
MIH
11
Meitav Investment House
Israel
$68.9M +$45.2M +1,200,000 +202%
Caisse de Depot et Placement du Quebec (CDPQ)
12
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$67M
Ameriprise
13
Ameriprise
Minnesota
$44M +$2.62M +69,541 +6%
UBS Group
14
UBS Group
Switzerland
$41.1M +$2.22M +59,054 +6%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$39.7M +$1.07M +28,374 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$38M -$3.75M -99,532 -9%
AA
17
ALPS Advisors
Colorado
$32M +$2.57M +68,159 +9%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$28.5M -$716K -19,007 -2%
AA
19
Advisory Alpha
Michigan
$28.2M -$2.52M -66,969 -8%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$27.9M +$2.2M +58,404 +9%
MD
21
Money Design
Japan
$25.7M +$685K +18,198 +3%
Mariner
22
Mariner
Kansas
$25.4M +$448K +11,899 +2%
FMI
23
Factory Mutual Insurance
Massachusetts
$25.3M
WWA
24
WCG Wealth Advisors
Nevada
$24.4M -$12.1M -321,235 -34%
Goldman Sachs
25
Goldman Sachs
New York
$23.1M +$1.38M +36,524 +6%

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.