SS Real Estate Select SectorXLREETF
13F holders, Q2 2026 (June 30)803holders +45
101new positions
57sold out
6famous investors
$44.03avg. 13F price*
At the end of Q2 2026, 803 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, up 45 from Q1 2026. 101 opened new positions and 57 sold out. The largest holders were Creative Planning ($2.3B), Morgan Stanley ($475.0M) and Bank of America Corp. ($309.3M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS Real Estate Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q2 2026)
- CUSIP
- 81369Y860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $272.5M |
| Exits | 57 | $270.8M |
All 13F filers, Q1 2026 → Q2 2026: 23,263,102 shares bought and 17,100,519 shares sold, net +6,162,583 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 803 holders
| Creative Planning | 1.33% | Add +8.0% | 51,785,146 | $2.3B |
| Morgan Stanley | 0.03% | Add +47.9% | 10,788,663 | $475.0M |
| Bank of America Corp. | 0.02% | Reduce -2.2% | 7,024,401 | $309.3M |
| LPL Financial LLC | 0.05% | Add +12.5% | 4,632,026 | $203.9M |
| Cassaday & Co Wealth Management LLC | 2.81% | Add +2.1% | 3,392,096 | $149.4M |
| American Family Investments, Inc. | 2.03% | Add +86.5% | 2,549,761 | $112.3M |
| UBS Group AG | 0.02% | Add +5.2% | 2,160,973 | $95.1M |
| BNP Paribas Financial Markets | 0.05% | Add +2309.4% | 2,158,678 | $95.0M |
| Vanderbilt University | 12.27% | New | 2,029,067 | $89.3M |
| Wells Fargo & Company | 0.01% | Reduce -55.6% | 1,773,195 | $78.1M |
| Capital Investment Advisors, LLC | 0.98% | Add +5.1% | 1,681,059 | $74.0M |
| Moss Adams Wealth Advisors LLC | 4.54% | Add +3.9% | 1,650,772 | $72.7M |
| Cetera Investment Advisers | 0.06% | Add +15.0% | 1,580,192 | $69.6M |
| Raymond James Financial Inc. | 0.02% | Add +15.9% | 1,371,599 | $60.4M |
| Baird Financial Group, Inc. | 0.08% | Reduce -0.5% | 1,282,055 | $56.4M |
| Victory Capital Management Inc. | 0.03% | Reduce -3.6% | 1,177,612 | $51.9M |
| Phoenix Financial Ltd. | 0.32% | Reduce -0.0% | 1,063,204 | $46.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.8% | 1,059,840 | $46.7M |
| Parcion Private Wealth LLC | 2.58% | Add +0.6% | 1,057,053 | $46.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -36.3% | 1,000,810 | $44.1M |
| PGIM Custom Harvest LLC | 0.52% | Add +20.9% | 947,212 | $41.7M |
| Advisory Alpha, LLC | 0.99% | Reduce -0.5% | 913,389 | $40.2M |
| Peapack Gladstone Financial Corp. | 0.39% | Add +9.5% | 768,635 | $33.8M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -1.3% | 709,705 | $31.2M |
| Royal Bank of Canada | 0.01% | Reduce -5.1% | 680,463 | $30.0M |
| Warwick Investment Management, Inc. | 3.30% | Add +44.9% | 667,825 | $29.4M |
| Factory Mutual Insurance Co. | 0.27% | No change | 659,000 | $29.0M |
| D. E. Shaw & Co. | 0.02% | Add +1579.8% | 614,909 | $27.1M |
| Auto-Owners Insurance Co | 0.58% | Reduce -23.8% | 584,048 | $25.7M |
| HighTower Advisors, LLC | 0.02% | Add +3.5% | 570,721 | $25.1M |
| Janney Montgomery Scott LLC | 0.05% | Add +5.5% | 565,043 | $24.9M |
| University of Illinois Foundation | 4.43% | New | 562,815 | $24.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.66% | Reduce -4.0% | 558,459 | $24.6M |
| Bluespring Wealth Management, LLC | 0.45% | New | 529,816 | $23.3M |
| Dean, Jacobson Financial Services, LLC | 12.79% | Add +1.1% | 527,828 | $23.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.3% | 527,413 | $23.2M |
| WCG Wealth Advisors LLC | 0.53% | Add +6.8% | 508,036 | $22.4M |
| Mariner, LLC | 0.02% | Add +1.9% | 503,400 | $22.2M |
| Meitav Investment House Ltd. | 0.13% | No change | 448,499 | $19.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +3.7% | 428,008 | $19.0M |
| Ameritas Advisory Services, LLC | 0.37% | Add +43.3% | 419,820 | $18.5M |
| Savant Capital, LLC | 0.05% | Add +1015.4% | 401,671 | $17.8M |
| Prentice Wealth Management LLC | 3.54% | Add +2.4% | 389,903 | $17.2M |
| Capital Wealth Management, LLC | 4.10% | Add +6.8% | 387,611 | $17.1M |
| Peak Retirement Planning, Inc. | 2.70% | Add +3433.4% | 386,766 | $17.0M |
| Osaic Holdings, Inc. | 0.02% | Add +86.0% | 383,127 | $16.9M |
| Stonebridge Capital Advisors LLC | 1.07% | Add +0.8% | 381,438 | $16.8M |
| Kingsview Wealth Management, LLC | 0.20% | Reduce -0.6% | 373,394 | $16.4M |
| Stifel Financial Corp. | 0.01% | Add +6.8% | 368,034 | $16.2M |
| Country Trust Bank | 0.28% | Reduce -10.8% | 359,583 | $15.8M |
| Barclays PLC | 0.00% | Add +279.6% | 355,294 | $15.6M |
| Ballentine Partners, LLC | 0.19% | Reduce -0.1% | 350,789 | $15.4M |
| AE Wealth Management LLC | 0.07% | Add +5.0% | 347,324 | $15.3M |
| Hudock, Inc. | 1.89% | Add +0.4% | 335,466 | $14.8M |
| Freestone Capital Holdings, LLC | 0.36% | Add +14.3% | 315,720 | $13.9M |
| MAI Capital Management | 0.05% | Add +1.8% | 308,387 | $13.6M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.55% | No change | 303,152 | $13.3M |
| Allworth Financial LP | 0.06% | Reduce -8.4% | 303,071 | $13.3M |
| Trust Asset Management LLC | 0.81% | Add +3.0% | 293,871 | $12.9M |
| Equitable Holdings, Inc. | 0.08% | Add +155.6% | 289,591 | $12.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.2% | 278,887 | $12.5M |
| Waverly Advisors, LLC | 0.07% | Add +90.2% | 276,975 | $12.2M |
| Agf Management Ltd. | 0.05% | Reduce -0.4% | 276,187 | $12.2M |
| Quadrature Capital Ltd | 0.10% | New | 262,572 | $11.6M |
| Citigroup Inc. | 0.01% | Reduce -38.4% | 262,168 | $11.5M |
| Brio Consultants, LLC | 1.27% | Add +2.3% | 245,437 | $10.8M |
| American Financial Advisors, LLC | 1.28% | Add +1.0% | 241,154 | $10.6M |
| Amica Mutual Insurance Co. | 0.88% | Reduce -4.3% | 241,112 | $10.6M |
| Proffitt & Goodson Inc. | 1.44% | Add +2.4% | 237,740 | $10.5M |
| Transamerica Financial Advisors, LLC | 0.85% | Add +1.6% | 229,076 | $10.1M |
| IHT Wealth Management, LLC | 0.21% | Add +27.5% | 223,893 | $9.9M |
| Cinctive Capital Management LP | 0.38% | New | 215,433 | $9.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.8% | 214,607 | $9.4M |
| Foguth Wealth Management, LLC. | 1.04% | Add +23.7% | 201,811 | $9.1M |
| Renaissance Technologies | 0.01% | New | 205,200 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +19.0% | 201,060 | $8.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 195,059 | $8.6M |
| Tudor Investment Corporation | 0.04% | New | 194,773 | $8.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -13.8% | 194,306 | $8.6M |
| Solano Wealth Investment Advisors LLC | 3.83% | Reduce -0.6% | 190,902 | $8.4M |
| Keybank National Association | 0.03% | Reduce -0.2% | 186,046 | $8.2M |
| Thor Trading Advisors, LLC | 2.54% | New | 183,644 | $8.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -22.7% | 181,018 | $8.0M |
| Viaable, LLC | 6.51% | — | 177,585 | $7.8M |
| GenTrust, LLC | 0.30% | Add +2.4% | 178,150 | $7.8M |
| D.A. Davidson & Co. | 0.04% | Reduce -2.4% | 177,213 | $7.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.03% | Add +881.1% | 174,639 | $7.7M |
| StrongBox Wealth, LLC | 2.12% | Add +0.7% | 169,102 | $7.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -9.5% | 162,575 | $7.2M |
| Aspect Partners, LLC | 2.67% | Add +11.9% | 162,495 | $7.2M |
| First Interstate Bank | 0.37% | Reduce -3.0% | 159,445 | $7.0M |
| Talon Private Wealth, LLC | 0.81% | Add +39.5% | 158,000 | $7.0M |
| LCW Services, LLC | 3.03% | Add +4.6% | 157,792 | $6.9M |
| Ball & Co Wealth Management Inc. | 4.90% | New | 156,849 | $6.9M |
| SageView Advisory Group, LLC | 0.22% | Add +1000.2% | 154,963 | $6.8M |
| Brookstone Capital Management | 0.07% | Add +18.0% | 153,634 | $6.8M |
| Prudential Financial Inc. | 0.01% | Reduce -50.1% | 153,251 | $6.7M |
| Jacobi Capital Management LLC | 0.32% | Add +13.0% | 150,815 | $6.6M |
| Cerity Partners LLC | 0.01% | Reduce -0.8% | 149,725 | $6.6M |
| Rwa Wealth Partners, LLC | 0.06% | New | 149,558 | $6.6M |
"% of holder's portfolio" is XLRE's weight in each manager's 13F, not the share of SS Real Estate Select Sector the manager owns.