Who owns State Street(R) Real Estate Select Sector SPDR(R) ETF (XLRE)
Which tracked institutional funds hold XLRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XLRE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
214 tracked funds added or opened XLRE while 86 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
XLRE’s largest tracked holder by dollar value, Creative Planning, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XLRE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 767 tracked filers holding XLRE, 399 increased or opened the position and 340 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in XLRE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 37
- Vanderbilt University$89M
- University of Illinois Foundation$25M
- Bluespring Wealth Management, LLC$23M
- Quadrature Capital Ltd$12M
- Cinctive Capital Management LP$9M
- RENAISSANCE TECHNOLOGIES LLC$9M
Full exits 47
- TWO SIGMA INVESTMENTS, LP$112M
- ALPS ADVISORS INC$58M
- Thrivent Financial for Lutherans$29M
- PEAPACK GLADSTONE FINANCIAL CORP$29M
- Stonebridge Financial Group, LLC$26M
- CWM, LLC$24M
Largest adds
- Creative Planning$322M
- MORGAN STANLEY$177M
- BNP PARIBAS FINANCIAL MARKETS$91M
- American Family Investments, Inc.$56M
- LPL Financial LLC$36M
- D. E. Shaw & Co., Inc.$26M
Largest trims
- JPMORGAN CHASE & CO$219M
- WELLS FARGO & COMPANY/MN$85M
- AMERIPRISE FINANCIAL INC$20M
- Tower Research Capital LLC (TRC)$8M
- CITIGROUP INC$6M
- PRUDENTIAL FINANCIAL INC$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Creative Planning added | 51,785,146 | $2.3B | 41.0% | 2026-Q2 |
| MORGAN STANLEY added | 10,788,663 | $475M | 8.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 7,024,401 | $309M | 5.6% | 2026-Q2 |
| LPL Financial LLC added | 4,632,026 | $204M | 3.7% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC added | 3,392,096 | $149M | 2.7% | 2026-Q2 |
| American Family Investments, Inc. added | 2,549,761 | $112M | 2.0% | 2026-Q2 |
| UBS Group AG added | 2,160,973 | $95M | 1.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,158,678 | $95M | 1.7% | 2026-Q2 |
| Vanderbilt University new | 2,029,067 | $89M | 1.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,773,195 | $78M | 1.4% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 1,681,059 | $74M | 1.3% | 2026-Q2 |
| Moss Adams Wealth Advisors LLC added | 1,650,772 | $73M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers added | 1,580,192 | $70M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,371,599 | $60M | 1.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 1,282,055 | $56M | 1.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,177,612 | $52M | 0.9% | 2026-Q2 |
| Phoenix Financial Ltd. trimmed | 1,063,204 | $47M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,059,840 | $47M | 0.8% | 2026-Q2 |
| Parcion Private Wealth LLC added | 1,057,053 | $47M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,000,810 | $44M | 0.8% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 947,212 | $42M | 0.8% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 913,389 | $40M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 680,463 | $30M | 0.5% | 2026-Q2 |
| Warwick Investment Management, Inc. added | 667,825 | $29M | 0.5% | 2026-Q2 |
| FACTORY MUTUAL INSURANCE CO | 659,000 | $29M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 614,909 | $27M | 0.5% | 2026-Q2 |
| Auto-Owners Insurance Co trimmed | 584,048 | $26M | 0.5% | 2026-Q2 |
| University of Illinois Foundation new | 562,815 | $25M | 0.4% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 558,459 | $25M | 0.4% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 529,816 | $23M | 0.4% | 2026-Q2 |
| Dean, Jacobson Financial Services, LLC added | 527,828 | $23M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 527,413 | $23M | 0.4% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 508,036 | $22M | 0.4% | 2026-Q2 |
| Mariner, LLC added | 503,400 | $22M | 0.4% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD | 448,499 | $20M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 428,008 | $19M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 419,820 | $18M | 0.3% | 2026-Q2 |
| Savant Capital, LLC added | 401,671 | $18M | 0.3% | 2026-Q2 |
| Prentice Wealth Management LLC added | 389,903 | $17M | 0.3% | 2026-Q2 |
| CAPITAL WEALTH MANAGEMENT, LLC added | 387,611 | $17M | 0.3% | 2026-Q2 |
| Peak Retirement Planning, Inc. added | 386,766 | $17M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 383,127 | $17M | 0.3% | 2026-Q2 |
| Stonebridge Capital Advisors LLC added | 381,438 | $17M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 373,394 | $16M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 368,034 | $16M | 0.3% | 2026-Q2 |
| COUNTRY TRUST BANK trimmed | 359,583 | $16M | 0.3% | 2026-Q2 |
| BARCLAYS PLC added | 355,294 | $16M | 0.3% | 2026-Q2 |
| Ballentine Partners, LLC trimmed | 350,789 | $15M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC added | 347,324 | $15M | 0.3% | 2026-Q2 |
| Hudock, Inc. added | 335,466 | $15M | 0.3% | 2026-Q2 |
| Freestone Capital Holdings, LLC added | 315,720 | $14M | 0.3% | 2026-Q2 |
| MAI Capital Management added | 308,387 | $14M | 0.2% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 303,152 | $13M | 0.2% | 2026-Q2 |
| Allworth Financial LP trimmed | 303,071 | $13M | 0.2% | 2026-Q2 |
| Trust Asset Management LLC added | 293,871 | $13M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 289,591 | $13M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 278,887 | $13M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 276,975 | $12M | 0.2% | 2026-Q2 |
| AGF MANAGEMENT LTD trimmed | 276,187 | $12M | 0.2% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 262,572 | $12M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 262,168 | $12M | 0.2% | 2026-Q2 |
| Brio Consultants, LLC added | 245,437 | $11M | 0.2% | 2026-Q2 |
| American Financial Advisors, LLC added | 241,154 | $11M | 0.2% | 2026-Q2 |
| PROFFITT & GOODSON INC added | 237,740 | $10M | 0.2% | 2026-Q2 |
| Transamerica Financial Advisors, LLC added | 229,076 | $10M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC added | 223,893 | $10M | 0.2% | 2026-Q2 |
| Cinctive Capital Management LP added | 215,433 | $9M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 214,607 | $9M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC new | 205,200 | $9M | 0.2% | 2026-Q2 |
| Foguth Wealth Management, LLC. added | 201,811 | $9M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 195,059 | $9M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 194,773 | $9M | 0.2% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 194,306 | $9M | 0.2% | 2026-Q2 |
| Solano Wealth Investment Advisors LLC trimmed | 190,902 | $8M | 0.2% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 186,046 | $8M | 0.1% | 2026-Q2 |
| THOR TRADING ADVISORS, LLC added | 183,644 | $8M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 181,018 | $8M | 0.1% | 2026-Q2 |
| GenTrust, LLC added | 178,150 | $8M | 0.1% | 2026-Q2 |
| Viaable, LLC new | 177,585 | $8M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 177,213 | $8M | 0.1% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 174,639 | $8M | 0.1% | 2026-Q2 |
| StrongBox Wealth, LLC added | 169,102 | $7M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 162,575 | $7M | 0.1% | 2026-Q2 |
| Aspect Partners, LLC added | 162,495 | $7M | 0.1% | 2026-Q2 |
| First Interstate Bank trimmed | 159,445 | $7M | 0.1% | 2026-Q2 |
| LCW Services, LLC added | 157,792 | $7M | 0.1% | 2026-Q2 |
| SageView Advisory Group, LLC added | 154,963 | $7M | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 153,634 | $7M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 153,251 | $7M | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC added | 150,815 | $7M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 149,725 | $7M | 0.1% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 149,558 | $7M | 0.1% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC added | 145,903 | $6M | 0.1% | 2026-Q2 |
| SUMMIT SECURITIES GROUP LLC added | 145,498 | $6M | 0.1% | 2026-Q2 |
| Cedar Point Capital Partners, LLC added | 144,098 | $6M | 0.1% | 2026-Q2 |
| KCM INVESTMENT ADVISORS LLC added | 143,158 | $6M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 143,098 | $6M | 0.1% | 2026-Q2 |
| Econ Financial Services Corp added | 142,610 | $6M | 0.1% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI added | 138,106 | $6M | 0.1% | 2026-Q2 |
| Certified Advisory Corp added | 136,852 | $6M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.