SS Real Estate Select SectorXLREETF
13F holders, Q3 2024 (September 30)743holders +87
138new positions
54sold out
4famous investors
$44.66avg. 13F price*
At the end of Q3 2024, 743 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, up 87 from Q2 2024. 138 opened new positions and 54 sold out. The largest holders were Creative Planning ($1.3B), Bank of America Corp. ($898.3M) and Morgan Stanley ($312.4M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS Real Estate Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q3 2024)
- CUSIP
- 81369Y860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 138 | $512.3M |
| Exits | 54 | $128.2M |
All 13F filers, Q2 2024 → Q3 2024: 32,379,907 shares bought and 8,588,894 shares sold, net +23,791,013 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 743 holders
| Creative Planning | 1.29% | Add +6.4% | 29,147,305 | $1.3B |
| Bank of America Corp. | 0.08% | Add +5.2% | 20,109,145 | $898.3M |
| Morgan Stanley | 0.02% | Add +21.0% | 6,993,062 | $312.4M |
| Squarepoint Ops LLC | 0.73% | New | 4,950,000 | $221.1M |
| LPL Financial LLC | 0.09% | Add +38.3% | 4,338,265 | $193.8M |
| BNP Paribas Financial Markets | 0.17% | Add +29.0% | 3,860,168 | $172.4M |
| Cassaday & Co Wealth Management LLC | 3.77% | Add +1.4% | 2,989,025 | $133.5M |
| Harel Insurance Investments & Financial Services Ltd. | 2.26% | Add +0.3% | 2,928,797 | $130.8M |
| Envestnet Asset Management Inc. | 0.04% | Add +158.7% | 2,557,749 | $114.3M |
| Meitav Investment House Ltd. | 1.87% | Add +39.0% | 2,493,291 | $111.4M |
| Phoenix Financial Ltd. | 1.59% | Add +1.0% | 2,408,404 | $107.6M |
| Raymond James & Associates | 0.04% | Add +384.4% | 1,593,455 | $71.2M |
| Wells Fargo & Company | 0.02% | Reduce -19.4% | 1,505,127 | $67.2M |
| Migdal Insurance & Financial Holdings Ltd. | 1.02% | Reduce -43.1% | 1,410,867 | $63.0M |
| Baird Financial Group, Inc. | 0.11% | Add +20.4% | 1,245,890 | $55.7M |
| Janney Montgomery Scott LLC | 0.15% | Add +1499.1% | 1,229,731 | $54.9M |
| UBS Group AG | 0.01% | Add +7.3% | 1,147,436 | $51.3M |
| Truist Financial Corp. | 0.08% | Add +2298.2% | 1,127,748 | $50.4M |
| WestEnd Advisors, LLC | 1.19% | New | 1,084,439 | $48.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -12.6% | 1,002,053 | $44.8M |
| CW Advisors, LLC | 0.56% | Add +11461.8% | 939,742 | $42.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +36.1% | 819,841 | $36.6M |
| Advisory Alpha, LLC | 1.28% | Add +10.0% | 806,679 | $36.0M |
| Alps Advisors Inc. | 0.24% | Reduce -4.8% | 792,275 | $35.4M |
| Cornerstone Advisors, LLC | 1.39% | Add +33.6% | 786,700 | $35.1M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +4.5% | 776,387 | $34.7M |
| JPMorgan Chase & Co. | 0.00% | Add +32.0% | 742,990 | $33.2M |
| Kingsview Wealth Management, LLC | 0.69% | Add +132.6% | 736,429 | $32.9M |
| Cetera Investment Advisers | 0.07% | Add +0.6% | 731,080 | $32.7M |
| Factory Mutual Insurance Co. | 0.30% | No change | 659,000 | $29.4M |
| Mariner, LLC | 0.05% | Reduce -3.2% | 640,373 | $28.6M |
| Money Design Co.,Ltd. | 1.42% | Reduce -4.7% | 636,688 | $28.4M |
| Royal Bank of Canada | 0.01% | Add +22.3% | 621,837 | $27.8M |
| PGIM Custom Harvest LLC | 0.56% | Add +30.4% | 616,087 | $27.5M |
| Millennium Management | 0.02% | Add +4103.2% | 613,166 | $27.4M |
| Susquehanna International Group, LLP | 0.05% | Add +140.5% | 596,697 | $26.7M |
| Auto-Owners Insurance Co | 0.64% | No change | 584,048 | $26.1M |
| HighTower Advisors, LLC | 0.04% | Reduce -6.1% | 541,487 | $24.1M |
| Dean, Jacobson Financial Services, LLC | 16.72% | Reduce -1.2% | 498,578 | $22.3M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +45.3% | 478,420 | $21.4M |
| Warwick Investment Management, Inc. | 4.95% | Add +1.1% | 467,889 | $20.9M |
| Waller Financial Planning Group, Inc. | 5.16% | Add +0.8% | 466,098 | $20.8M |
| Stadion Money Management, LLC | 1.55% | Reduce -6.4% | 460,349 | $20.6M |
| Janney Capital Management LLC | 1.36% | Add +118.2% | 449,826 | $20.1M |
| Proffitt & Goodson Inc. | 3.20% | Add +106.7% | 436,547 | $19.5M |
| Meiji Yasuda Life Insurance Co | 0.35% | Add +4.1% | 429,157 | $19.2M |
| Country Trust Bank | 0.47% | Add +14.2% | 426,005 | $19.0M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2.51% | Add +2458.1% | 409,300 | $18.3M |
| WCG Wealth Advisors LLC | 1.18% | Reduce -38.7% | 389,863 | $17.4M |
| Stifel Financial Corp. | 0.02% | Add +38.8% | 381,223 | $17.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.76% | Add +894.0% | 367,716 | $16.4M |
| Estate Counselors, LLC | 1.68% | Reduce -0.1% | 362,660 | $16.2M |
| Ameritas Advisory Services, LLC | 0.69% | Add +5.2% | 359,693 | $16.1M |
| Assetmark, Inc. | 0.05% | Add +52818.8% | 357,731 | $16.0M |
| Albion Financial Group | 1.08% | Add +2.3% | 349,816 | $15.6M |
| Victory Capital Management Inc. | 0.01% | New | 343,383 | $15.3M |
| Schroder Investment Management Group | 0.02% | New | 340,000 | $15.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +21.2% | 321,455 | $14.4M |
| Stonebridge Capital Advisors LLC | 1.15% | Add +2.6% | 315,158 | $14.1M |
| Amica Mutual Insurance Co. | 1.35% | Reduce -3.4% | 311,836 | $13.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +9.8% | 306,166 | $13.7M |
| MAI Capital Management | 0.13% | Reduce -9.3% | 305,943 | $13.7M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.12% | No change | 303,152 | $13.5M |
| American Financial Advisors, LLC | 1.82% | Reduce -2.4% | 299,072 | $13.4M |
| Trust Asset Management LLC | 1.05% | No change | 294,111 | $13.1M |
| Cwm, LLC | 0.06% | Add +12.1% | 289,937 | $13.0M |
| Hudock, Inc. | 2.21% | Reduce -0.8% | 286,524 | $12.8M |
| Allworth Financial LP | 0.08% | Add +0.4% | 285,433 | $12.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.5% | 277,883 | $12.4M |
| Ballentine Partners, LLC | 0.21% | Reduce -0.5% | 276,468 | $12.3M |
| RFG Advisory, LLC | 0.37% | Add +54.1% | 274,683 | $12.3M |
| Swan Global Investments, LLC | 0.58% | Reduce -10.0% | 268,159 | $12.0M |
| Fortis Group Advisors, LLC | 2.21% | New | 267,344 | $11.9M |
| Agf Management Ltd. | 0.06% | Add +1.2% | 263,710 | $11.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +2058.7% | 262,261 | $11.7M |
| MML Investors Services, LLC | 0.04% | Add +167.4% | 258,691 | $11.6M |
| Castleark Management LLC | 0.46% | New | 250,070 | $11.2M |
| Penserra Capital Management LLC | 0.24% | Reduce -24.3% | 248,653 | $11.1M |
| Private Advisor Group, LLC | 0.07% | Add +139.8% | 248,567 | $11.1M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +1502.2% | 245,645 | $11.0M |
| Tanglewood Wealth Management, Inc. | 1.25% | New | 242,139 | $10.8M |
| GTS Securities LLC | 0.20% | Add +31.5% | 228,048 | $10.2M |
| Freestone Capital Holdings, LLC | 0.35% | Add +4.0% | 224,560 | $10.0M |
| Symmetry Investments LP | 2.12% | Add +280.8% | 223,900 | $10.0M |
| Robertson Stephens Wealth Management, LLC | 0.36% | Add +1374.4% | 219,898 | $9.8M |
| Full Sail Capital, LLC | 0.63% | Reduce -0.3% | 219,367 | $9.8M |
| Equitable Holdings, Inc. | 0.09% | Add +1.8% | 217,868 | $9.7M |
| Keybank National Association | 0.04% | Reduce -1.0% | 213,948 | $9.6M |
| Capital Wealth Management, LLC | 3.94% | Add +4.3% | 205,899 | $9.2M |
| D.A. Davidson & Co. | 0.08% | Add +2109.0% | 205,063 | $9.2M |
| Liquid Strategies, LLC | 2.16% | New | 201,866 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.2% | 198,493 | $8.9M |
| Bison Wealth, LLC | 1.41% | New | 198,434 | $8.9M |
| Corient Private Wealth LP | 0.01% | Add +28.2% | 197,054 | $8.8M |
| Capula Management Ltd | 0.11% | New | 196,497 | $8.8M |
| Brio Consultants, LLC | 1.39% | Add +2.2% | 195,555 | $8.7M |
| Olympus Wealth Management, LLC | 2.96% | Add +2.5% | 192,468 | $8.6M |
| First Interstate Bank | 0.52% | Reduce -0.3% | 189,866 | $8.5M |
| Certified Advisory Corp | 0.93% | Add +25.7% | 187,831 | $8.4M |
| Bedell Frazier Investment Counselling, LLC | 1.94% | New | 182,080 | $8.1M |
"% 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.