SS Real Estate Select SectorXLREETF
13F holders, Q2 2024 (June 30)656holders −26
63new positions
85sold out
3famous investors
$38.42avg. 13F price*
At the end of Q2 2024, 656 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, down 26 from Q1 2024. 63 opened new positions and 85 sold out. The largest holders were Creative Planning ($1.1B), Bank of America Corp. ($734.0M) and Morgan Stanley ($222.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS Real Estate Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q2 2024)
- CUSIP
- 81369Y860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $61.9M |
| Exits | 85 | $67.2M |
All 13F filers, Q1 2024 → Q2 2024: 13,249,502 shares bought and 7,996,850 shares sold, net +5,252,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 656 holders
| Creative Planning | 1.12% | Add +12.1% | 27,397,114 | $1.1B |
| Bank of America Corp. | 0.07% | Add +1.5% | 19,109,992 | $734.0M |
| Morgan Stanley | 0.02% | Add +11.3% | 5,778,692 | $222.0M |
| LPL Financial LLC | 0.06% | Reduce -14.2% | 3,137,833 | $120.5M |
| BNP Paribas Financial Markets | 0.13% | Add +57.7% | 2,992,338 | $114.9M |
| Cassaday & Co Wealth Management LLC | 3.56% | Add +3.1% | 2,947,879 | $113.2M |
| Harel Insurance Investments & Financial Services Ltd. | 2.11% | Add +0.1% | 2,920,762 | $112.2M |
| Migdal Insurance & Financial Holdings Ltd. | 1.59% | Add +77.2% | 2,480,790 | $95.3M |
| Phoenix Financial Ltd. | 1.40% | Reduce -4.2% | 2,384,204 | $91.6M |
| Wells Fargo & Company | 0.02% | Reduce -5.9% | 1,868,651 | $71.8M |
| Meitav Investment House Ltd. | 1.23% | Add +202.3% | 1,793,291 | $68.9M |
| Caisse de depot et placement du Quebec | 0.16% | No change | 1,744,700 | $67.0M |
| Ameriprise Financial Inc. | 0.01% | Add +6.5% | 1,146,800 | $44.0M |
| UBS Group AG | 0.01% | Add +5.8% | 1,069,348 | $41.1M |
| Baird Financial Group, Inc. | 0.08% | Add +2.8% | 1,034,756 | $39.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.2% | 988,672 | $38.0M |
| Alps Advisors Inc. | 0.22% | Add +8.9% | 832,031 | $32.0M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -2.5% | 742,652 | $28.5M |
| Advisory Alpha, LLC | 1.11% | Reduce -8.4% | 733,289 | $28.2M |
| Cetera Investment Advisers | 0.06% | Add +8.7% | 726,592 | $27.9M |
| Money Design Co.,Ltd. | 1.38% | Add +2.8% | 668,245 | $25.7M |
| Mariner, LLC | 0.05% | Add +1.8% | 661,629 | $25.4M |
| Factory Mutual Insurance Co. | 0.29% | No change | 659,000 | $25.3M |
| WCG Wealth Advisors LLC | 1.81% | Reduce -33.6% | 635,581 | $24.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.5% | 602,222 | $23.1M |
| Cornerstone Advisors, LLC | 0.92% | Add +221.4% | 588,900 | $22.6M |
| Auto-Owners Insurance Co | 0.59% | No change | 584,048 | $22.4M |
| HighTower Advisors, LLC | 0.03% | Reduce -2.5% | 576,530 | $22.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.9% | 562,690 | $21.6M |
| Royal Bank of Canada | 0.00% | Reduce -1.8% | 508,326 | $19.5M |
| Flagship Harbor Advisors, LLC | 1.17% | Add +5.7% | 506,335 | $19.4M |
| Dean, Jacobson Financial Services, LLC | 15.64% | Add +1.3% | 504,447 | $19.4M |
| Stadion Money Management, LLC | 1.55% | Reduce -21.1% | 491,785 | $18.9M |
| PGIM Custom Harvest LLC | 0.41% | Reduce -11.5% | 472,570 | $18.2M |
| Warwick Investment Management, Inc. | 4.16% | Add +111.7% | 462,940 | $17.8M |
| Waller Financial Planning Group, Inc. | 4.77% | Add +0.8% | 462,489 | $17.8M |
| Meiji Yasuda Life Insurance Co | 0.32% | Add +10.1% | 412,255 | $15.8M |
| WINTON GROUP Ltd | 0.97% | Reduce -26.1% | 375,458 | $14.4M |
| Country Trust Bank | 0.36% | Add +0.6% | 373,115 | $14.3M |
| Estate Counselors, LLC | 1.53% | Add +2553.8% | 363,035 | $13.9M |
| Jane Street Group, LLC | 0.01% | Add +117.8% | 347,895 | $13.4M |
| Albion Financial Group | 0.99% | Add +0.3% | 342,107 | $13.1M |
| Ameritas Advisory Services, LLC | 0.50% | Add +5.1% | 341,976 | $13.1M |
| Tower Research Capital LLC (TRC) | 0.22% | Add +128.0% | 338,243 | $13.0M |
| MAI Capital Management | 0.13% | Add +2476.0% | 337,201 | $13.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +30.4% | 329,350 | $12.7M |
| Raymond James & Associates | 0.01% | Reduce -15.5% | 328,979 | $12.6M |
| Penserra Capital Management LLC | 0.16% | Reduce -3.6% | 328,617 | $12.6M |
| Amica Mutual Insurance Co. | 1.23% | No change | 322,894 | $12.4M |
| Citigroup Inc. | 0.01% | Add +35.5% | 322,641 | $12.4M |
| Kingsview Wealth Management, LLC | 0.29% | Add +0.8% | 316,572 | $12.2M |
| Stonebridge Capital Advisors LLC | 1.04% | Add +6.0% | 307,128 | $11.8M |
| American Financial Advisors, LLC | 1.68% | Add +3.5% | 306,566 | $11.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.05% | No change | 303,152 | $11.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -6.1% | 300,497 | $11.5M |
| Allworth Financial LP | 0.07% | Reduce -0.8% | 284,413 | $11.5M |
| Swan Global Investments, LLC | 0.57% | Reduce -11.1% | 298,006 | $11.4M |
| Trust Asset Management LLC | 0.95% | No change | 294,111 | $11.3M |
| Hudock, Inc. | 2.07% | Add +0.4% | 288,971 | $11.1M |
| Cullen Capital Management, LLC | 0.13% | Add +5288.2% | 285,250 | $11.0M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.9% | 278,800 | $10.7M |
| Ballentine Partners, LLC | 0.20% | Reduce -2.0% | 277,962 | $10.7M |
| Stifel Financial Corp. | 0.01% | Reduce -25.3% | 274,600 | $10.5M |
| Astor Investment Management LLC | 4.84% | Reduce -11.3% | 273,497 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -4.6% | 265,309 | $10.2M |
| Agf Management Ltd. | 0.06% | Reduce -2.7% | 260,652 | $10.0M |
| Cwm, LLC | 0.05% | Add +15.7% | 258,566 | $9.9M |
| Susquehanna International Group, LLP | 0.02% | Add +145.8% | 248,150 | $9.5M |
| Full Sail Capital, LLC | 0.57% | Add +1.4% | 219,986 | $8.4M |
| Dakota Wealth Management | 0.20% | Reduce -45.5% | 218,192 | $8.4M |
| Keybank National Association | 0.03% | Reduce -2.4% | 216,016 | $8.3M |
| Freestone Capital Holdings, LLC | 0.30% | Add +6.3% | 216,014 | $8.3M |
| Equitable Holdings, Inc. | 0.09% | Add +323.7% | 214,068 | $8.2M |
| Barclays PLC | 0.00% | Add +93.2% | 212,410 | $8.2M |
| Proffitt & Goodson Inc. | 1.43% | Reduce -0.2% | 211,215 | $8.1M |
| Janney Capital Management LLC | 0.56% | Reduce -52.2% | 206,141 | $7.9M |
| Capital Wealth Management, LLC | 3.47% | Add +15.2% | 197,330 | $7.6M |
| Brio Consultants, LLC | 1.21% | Add +2.3% | 191,384 | $7.4M |
| First Interstate Bank | 0.49% | Reduce -0.5% | 190,399 | $7.3M |
| Virtu Financial LLC | 0.51% | Add +86.4% | 189,874 | $7.3M |
| Olympus Wealth Management, LLC | 2.26% | Add +194.2% | 187,833 | $7.2M |
| Armstrong Advisory Group, Inc. | 0.63% | Reduce -6.5% | 186,356 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.4% | 183,486 | $7.0M |
| RFG Advisory, LLC | 0.22% | Add +9.5% | 178,234 | $6.8M |
| Regal Investment Advisors LLC | 0.45% | New | 177,857 | $6.8M |
| GTS Securities LLC | 0.14% | Add +22.5% | 173,472 | $6.7M |
| Lake Hills Wealth Management, LLC | 4.72% | Add +251.3% | 171,172 | $6.6M |
| Graypoint LLC | 0.45% | Add +5.5% | 170,593 | $6.6M |
| Foundations Investment Advisors, LLC | 0.15% | Add +13.7% | 166,000 | $6.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -5.0% | 165,154 | $6.3M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -20.5% | 163,356 | $6.3M |
| Pathstone Holdings, LLC | 0.03% | Add +0.1% | 162,712 | $6.2M |
| Corient Private Wealth LP | 0.01% | Reduce -4.7% | 153,747 | $5.9M |
| Chemung Canal Trust Co. | 1.11% | Reduce -0.1% | 149,938 | $5.8M |
| Certified Advisory Corp | 0.72% | Add +39.7% | 149,379 | $5.7M |
| RTD Financial Advisors, Inc. | 0.77% | Reduce -2.1% | 148,840 | $5.7M |
| Atria Investments, Inc | 0.07% | Reduce -19.1% | 144,033 | $5.5M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +3.4% | 139,158 | $5.3M |
| Choreo, LLC | 0.09% | Add +3.2% | 140,172 | $5.3M |
| First Merchants Corp. | 0.21% | Reduce -3.5% | 138,262 | $5.3M |
"% 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.