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Institutional Ownership · SEC Form 13F

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.

767
Institutional holders
142M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
Creative Planning added51,785,146$2.3B41.0%2026-Q2
MORGAN STANLEY added10,788,663$475M8.5%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed7,024,401$309M5.6%2026-Q2
LPL Financial LLC added4,632,026$204M3.7%2026-Q2
Cassaday & Co Wealth Management LLC added3,392,096$149M2.7%2026-Q2
American Family Investments, Inc. added2,549,761$112M2.0%2026-Q2
UBS Group AG added2,160,973$95M1.7%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added2,158,678$95M1.7%2026-Q2
Vanderbilt University new2,029,067$89M1.6%2026-Q2
WELLS FARGO & COMPANY/MN trimmed1,773,195$78M1.4%2026-Q2
Capital Investment Advisors, LLC added1,681,059$74M1.3%2026-Q2
Moss Adams Wealth Advisors LLC added1,650,772$73M1.3%2026-Q2
Cetera Investment Advisers added1,580,192$70M1.3%2026-Q2
RAYMOND JAMES FINANCIAL INC added1,371,599$60M1.1%2026-Q2
Baird Financial Group, Inc. trimmed1,282,055$56M1.0%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed1,177,612$52M0.9%2026-Q2
Phoenix Financial Ltd. trimmed1,063,204$47M0.8%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added1,059,840$47M0.8%2026-Q2
Parcion Private Wealth LLC added1,057,053$47M0.8%2026-Q2
AMERIPRISE FINANCIAL INC trimmed1,000,810$44M0.8%2026-Q2
PGIM Custom Harvest LLC added947,212$42M0.8%2026-Q2
Advisory Alpha, LLC trimmed913,389$40M0.7%2026-Q2
ROYAL BANK OF CANADA trimmed680,463$30M0.5%2026-Q2
Warwick Investment Management, Inc. added667,825$29M0.5%2026-Q2
FACTORY MUTUAL INSURANCE CO659,000$29M0.5%2026-Q2
D. E. Shaw & Co., Inc. added614,909$27M0.5%2026-Q2
Auto-Owners Insurance Co trimmed584,048$26M0.5%2026-Q2
University of Illinois Foundation new562,815$25M0.4%2026-Q2
Gerber Kawasaki Wealth & Investment Management trimmed558,459$25M0.4%2026-Q2
Bluespring Wealth Management, LLC new529,816$23M0.4%2026-Q2
Dean, Jacobson Financial Services, LLC added527,828$23M0.4%2026-Q2
GOLDMAN SACHS GROUP INC added527,413$23M0.4%2026-Q2
WCG Wealth Advisors LLC added508,036$22M0.4%2026-Q2
Mariner, LLC added503,400$22M0.4%2026-Q2
MEITAV INVESTMENT HOUSE LTD448,499$20M0.4%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added428,008$19M0.3%2026-Q2
Ameritas Advisory Services, LLC added419,820$18M0.3%2026-Q2
Savant Capital, LLC added401,671$18M0.3%2026-Q2
Prentice Wealth Management LLC added389,903$17M0.3%2026-Q2
CAPITAL WEALTH MANAGEMENT, LLC added387,611$17M0.3%2026-Q2
Peak Retirement Planning, Inc. added386,766$17M0.3%2026-Q2
OSAIC HOLDINGS, INC. added383,127$17M0.3%2026-Q2
Stonebridge Capital Advisors LLC added381,438$17M0.3%2026-Q2
Kingsview Wealth Management, LLC trimmed373,394$16M0.3%2026-Q2
STIFEL FINANCIAL CORP added368,034$16M0.3%2026-Q2
COUNTRY TRUST BANK trimmed359,583$16M0.3%2026-Q2
BARCLAYS PLC added355,294$16M0.3%2026-Q2
Ballentine Partners, LLC trimmed350,789$15M0.3%2026-Q2
AE Wealth Management LLC added347,324$15M0.3%2026-Q2
Hudock, Inc. added335,466$15M0.3%2026-Q2
Freestone Capital Holdings, LLC added315,720$14M0.3%2026-Q2
MAI Capital Management added308,387$14M0.2%2026-Q2
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD303,152$13M0.2%2026-Q2
Allworth Financial LP trimmed303,071$13M0.2%2026-Q2
Trust Asset Management LLC added293,871$13M0.2%2026-Q2
Equitable Holdings, Inc. added289,591$13M0.2%2026-Q2
JPMORGAN CHASE & CO trimmed278,887$13M0.2%2026-Q2
Waverly Advisors, LLC added276,975$12M0.2%2026-Q2
AGF MANAGEMENT LTD trimmed276,187$12M0.2%2026-Q2
Quadrature Capital Ltd trimmed262,572$12M0.2%2026-Q2
CITIGROUP INC trimmed262,168$12M0.2%2026-Q2
Brio Consultants, LLC added245,437$11M0.2%2026-Q2
American Financial Advisors, LLC added241,154$11M0.2%2026-Q2
PROFFITT & GOODSON INC added237,740$10M0.2%2026-Q2
Transamerica Financial Advisors, LLC added229,076$10M0.2%2026-Q2
IHT Wealth Management, LLC added223,893$10M0.2%2026-Q2
Cinctive Capital Management LP added215,433$9M0.2%2026-Q2
Rockefeller Capital Management L.P. added214,607$9M0.2%2026-Q2
RENAISSANCE TECHNOLOGIES LLC new205,200$9M0.2%2026-Q2
Foguth Wealth Management, LLC. added201,811$9M0.2%2026-Q2
PNC Financial Services Group, Inc. added195,059$9M0.2%2026-Q2
TUDOR INVESTMENT CORP ET AL added194,773$9M0.2%2026-Q2
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed194,306$9M0.2%2026-Q2
Solano Wealth Investment Advisors LLC trimmed190,902$8M0.2%2026-Q2
KEYBANK NATIONAL ASSOCIATION/OH trimmed186,046$8M0.1%2026-Q2
THOR TRADING ADVISORS, LLC added183,644$8M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed181,018$8M0.1%2026-Q2
GenTrust, LLC added178,150$8M0.1%2026-Q2
Viaable, LLC new177,585$8M0.1%2026-Q2
D.A. DAVIDSON & CO. trimmed177,213$8M0.1%2026-Q2
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added174,639$8M0.1%2026-Q2
StrongBox Wealth, LLC added169,102$7M0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed162,575$7M0.1%2026-Q2
Aspect Partners, LLC added162,495$7M0.1%2026-Q2
First Interstate Bank trimmed159,445$7M0.1%2026-Q2
LCW Services, LLC added157,792$7M0.1%2026-Q2
SageView Advisory Group, LLC added154,963$7M0.1%2026-Q2
Brookstone Capital Management added153,634$7M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed153,251$7M0.1%2026-Q2
Jacobi Capital Management LLC added150,815$7M0.1%2026-Q2
Cerity Partners LLC trimmed149,725$7M0.1%2026-Q2
RWA WEALTH PARTNERS, LLC added149,558$7M0.1%2026-Q2
ARMSTRONG ADVISORY GROUP, INC added145,903$6M0.1%2026-Q2
SUMMIT SECURITIES GROUP LLC added145,498$6M0.1%2026-Q2
Cedar Point Capital Partners, LLC added144,098$6M0.1%2026-Q2
KCM INVESTMENT ADVISORS LLC added143,158$6M0.1%2026-Q2
MML INVESTORS SERVICES, LLC added143,098$6M0.1%2026-Q2
Econ Financial Services Corp added142,610$6M0.1%2026-Q2
CITIZENS FINANCIAL GROUP INC/RI added138,106$6M0.1%2026-Q2
Certified Advisory Corp added136,852$6M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership