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State Street Real Estate Select Sector SPDR ETF

742 hedge funds and large institutions have $6.39B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 291 increasing their positions, 214 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 53

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

39% more capital invested

Capital invested by funds: $4.59B → $6.39B (+$1.81B)

36% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 214

13% more funds holding

Funds holding: 655742 (+87)

2.87% more ownership

Funds ownership: 76.14%79.01% (+2.9%)

84% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $194M

Holders
742
Holders Change
+87
Holders Change %
+13.28%
% of All Funds
10.65%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.24%
New
146
Increased
291
Reduced
214
Closed
53
Calls
$31.4M
Puts
$194M
Net Calls
-$162M
Net Calls Change
-$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.3B +$73.7M +1,750,191 +6%
Bank of America
2
Bank of America
North Carolina
$898M +$42.1M +999,153 +5%
Morgan Stanley
3
Morgan Stanley
New York
$312M +$51.2M +1,214,370 +21%
Squarepoint
4
Squarepoint
New York
$221M +$209M +4,950,000 New
LPL Financial
5
LPL Financial
California
$194M +$50.6M +1,200,432 +38%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$172M +$36.6M +867,830 +29%
CCWM
7
Cassaday & Co Wealth Management
Virginia
$134M +$1.73M +41,146 +1%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$131M +$339K +8,035 +0.3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$114M +$66.1M +1,569,077 +159%
MIH
10
Meitav Investment House
Israel
$111M +$29.5M +700,000 +39%
PF
11
Phoenix Financial
Israel
$108M +$1.02M +24,200 +1%
RJA
12
Raymond James & Associates
Florida
$71.2M +$53.3M +1,264,476 +384%
Wells Fargo
13
Wells Fargo
California
$67.2M -$15.3M -363,524 -19%
MIFH
14
Migdal Insurance & Financial Holdings
Israel
$63M -$45.1M -1,069,923 -43%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$55.7M +$8.9M +211,134 +20%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$54.9M +$48.6M +1,152,828 +1,499%
UBS Group
17
UBS Group
Switzerland
$51.3M +$3.29M +78,088 +7%
Truist Financial
18
Truist Financial
North Carolina
$50.4M +$45.5M +1,080,723 +2,298%
WA
19
WestEnd Advisors
North Carolina
$48.4M +$45.7M +1,084,439 New
Ameriprise
20
Ameriprise
Minnesota
$44.8M -$6.1M -144,747 -13%
CWM
21
Congress Wealth Management
Massachusetts
$42M +$39.3M +931,614 +11,462%
Goldman Sachs
22
Goldman Sachs
New York
$36.6M +$9.17M +217,619 +36%
AA
23
Advisory Alpha
Michigan
$36M +$3.09M +73,390 +10%
AA
24
ALPS Advisors
Colorado
$35.4M -$1.68M -39,756 -5%
CA
25
Cornerstone Advisors
North Carolina
$35.1M +$8.33M +197,800 +34%

XLRE Hedge Fund Activity: Q3 2024 in Review

742 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2024, worth a combined $6.39B — up 39% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new XLRE positions and 53 closed out — a net gain of 93 holders — while 291 added to existing stakes and 214 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $209M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $67M sold.

  • 742 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2024, up from 655 in Q2 2024.
  • Funds reported $6.39B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2024, up 39% quarter-over-quarter.
  • 146 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2024 and 53 closed out, a net change of +93 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2024 was Squarepoint, an estimated $209M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $67M sold.

Based on aggregated 13F filings for Q3 2024.