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State Street Real Estate Select Sector SPDR ETF

763 hedge funds and large institutions have $5.38B invested in State Street Real Estate Select Sector SPDR ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 283 increasing their positions, 253 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 99

12% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 253

3% more funds holding

Funds holding: 742763 (+21)

1.5% less ownership

Funds ownership: 79.01%77.51% (-1.5%)

16% less capital invested

Capital invested by funds: $6.39B → $5.38B (-$1.02B)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

81% less call options, than puts

Call options by funds: $34M | Put options by funds: $175M

Holders
763
Holders Change
+21
Holders Change %
+2.83%
% of All Funds
10.05%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
134
Increased
283
Reduced
253
Closed
99
Calls
$34M
Puts
$175M
Net Calls
-$141M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.3B +$120M +2,780,353 +10%
Bank of America
2
Bank of America
North Carolina
$801M -$18.3M -421,836 -2%
Morgan Stanley
3
Morgan Stanley
New York
$256M -$29.7M -686,392 -10%
LPL Financial
4
LPL Financial
California
$179M +$2.31M +53,429 +1%
Wells Fargo
5
Wells Fargo
California
$156M +$101M +2,338,552 +155%
CCWM
6
Cassaday & Co Wealth Management
Virginia
$124M +$2.7M +62,304 +2%
PF
7
Phoenix Financial
Israel
$97.9M
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$78.4M -$83.6M -1,932,925 -50%
MIH
9
Meitav Investment House
Israel
$67.2M -$36.3M -838,874 -34%
HIIFS
10
Harel Insurance Investments & Financial Services
Israel
$66.2M -$56.3M -1,301,806 -44%
Raymond James Financial
11
Raymond James Financial
Florida
$51M +$54.3M +1,254,353 New
Baird Financial Group
12
Baird Financial Group
Wisconsin
$50.8M +$148K +3,421 +0.3%
UBS Group
13
UBS Group
Switzerland
$47.4M +$810K +18,719 +2%
MIFH
14
Migdal Insurance & Financial Holdings
Israel
$46.8M -$11.3M -261,061 -19%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$41.2M -$66.8M -1,543,753 -60%
CWM
16
Congress Wealth Management
Massachusetts
$37.5M -$737K -17,035 -2%
AA
17
ALPS Advisors
Colorado
$36.6M +$4.69M +108,349 +14%
AA
18
Advisory Alpha
Michigan
$32.1M -$796K -18,405 -2%
AOI
19
Auto-Owners Insurance
Michigan
$31.2M +$7.9M +182,517 +31%
JP Morgan Chase
20
JP Morgan Chase
New York
$28.8M -$1.48M -34,300 -5%
CA
21
Cornerstone Advisors
North Carolina
$28.1M -$4.11M -95,000 -12%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$27.7M -$2.16M -49,825 -7%
FMI
23
Factory Mutual Insurance
Massachusetts
$26.8M
Ameriprise
24
Ameriprise
Minnesota
$26.5M -$15.2M -350,537 -35%
MD
25
Money Design
Japan
$25.6M -$147K -3,397 -0.5%

XLRE Hedge Fund Activity: Q4 2024 in Review

763 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2024, worth a combined $5.38B — down 16% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new XLRE positions and 99 closed out — a net gain of 35 holders — while 283 added to existing stakes and 253 trimmed.

The largest buyer was Creative Planning, adding an estimated $120M. The largest seller was Squarepoint, cutting an estimated $204M.

  • 763 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2024, up from 742 in Q3 2024.
  • Funds reported $5.38B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 134 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2024 and 99 closed out, a net change of +35 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2024 was Creative Planning, an estimated $120M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2024 was Squarepoint, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2024.