SS Real Estate Select SectorXLREETF
13F holders, Q4 2024 (December 31)765holders +22
90new positions
99sold out
4famous investors
$40.66avg. 13F price*
At the end of Q4 2024, 765 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, up 22 from Q3 2024. 90 opened new positions and 99 sold out. The largest holders were Creative Planning ($1.3B), Bank of America Corp. ($800.7M) and Morgan Stanley ($256.5M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- SS Real Estate Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q4 2024)
- CUSIP
- 81369Y860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $127.1M |
| Exits | 99 | $163.7M |
All 13F filers, Q3 2024 → Q4 2024: 13,524,250 shares bought and 24,231,296 shares sold, net −10,707,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 765 holders
| Creative Planning | 1.26% | Add +9.5% | 31,927,658 | $1.3B |
| Bank of America Corp. | 0.07% | Reduce -2.1% | 19,687,309 | $800.7M |
| Morgan Stanley | 0.02% | Reduce -9.8% | 6,306,670 | $256.5M |
| LPL Financial LLC | 0.07% | Add +1.2% | 4,391,694 | $178.6M |
| Wells Fargo & Company | 0.04% | Add +155.4% | 3,843,679 | $156.3M |
| Cassaday & Co Wealth Management LLC | 3.39% | Add +2.1% | 3,051,329 | $124.1M |
| Phoenix Financial Ltd. | 1.34% | No change | 2,408,404 | $97.9M |
| BNP Paribas Financial Markets | 0.06% | Reduce -50.1% | 1,927,243 | $78.4M |
| Meitav Investment House Ltd. | 1.13% | Reduce -33.6% | 1,654,417 | $67.2M |
| Harel Insurance Investments & Financial Services Ltd. | 1.08% | Reduce -44.5% | 1,626,991 | $66.2M |
| Raymond James Financial Inc. | 0.02% | — | 1,254,353 | $51.0M |
| Baird Financial Group, Inc. | 0.10% | Add +0.3% | 1,249,311 | $50.8M |
| UBS Group AG | 0.01% | Add +1.6% | 1,166,155 | $47.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.67% | Reduce -18.5% | 1,149,806 | $46.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -60.4% | 1,013,996 | $41.2M |
| CW Advisors, LLC | 0.52% | Reduce -1.8% | 922,707 | $37.5M |
| Alps Advisors Inc. | 0.23% | Add +13.7% | 900,624 | $36.6M |
| Advisory Alpha, LLC | 1.14% | Reduce -2.3% | 788,274 | $32.1M |
| Auto-Owners Insurance Co | 0.71% | Add +31.3% | 766,565 | $31.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.6% | 708,690 | $28.8M |
| Cornerstone Advisors, LLC | 1.12% | Reduce -12.1% | 691,700 | $28.1M |
| Cetera Investment Advisers | 0.06% | Reduce -6.8% | 681,255 | $27.7M |
| Factory Mutual Insurance Co. | 0.29% | No change | 659,000 | $26.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -35.0% | 651,516 | $26.5M |
| Money Design Co.,Ltd. | 1.31% | Reduce -0.5% | 633,291 | $25.6M |
| Modern Wealth Management, LLC | 0.95% | Add +8804.8% | 623,605 | $25.4M |
| PGIM Custom Harvest LLC | 0.48% | Reduce -1.3% | 607,810 | $24.7M |
| Royal Bank of Canada | 0.01% | Reduce -3.0% | 602,855 | $24.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +19.6% | 572,203 | $23.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -35.9% | 525,401 | $21.4M |
| Dean, Jacobson Financial Services, LLC | 16.03% | Add +3.5% | 516,074 | $21.0M |
| Mariner, LLC | 0.03% | Reduce -22.5% | 496,494 | $20.2M |
| Stadion Money Management, LLC | 1.56% | Add +6.3% | 489,297 | $19.9M |
| Agf Management Ltd. | 0.10% | Add +80.8% | 476,816 | $19.4M |
| Waller Financial Planning Group, Inc. | 4.83% | Add +1.1% | 471,334 | $19.2M |
| Warwick Investment Management, Inc. | 3.93% | Add +0.2% | 468,728 | $19.1M |
| HighTower Advisors, LLC | 0.03% | Reduce -14.4% | 463,360 | $18.8M |
| Country Trust Bank | 0.46% | Add +6.8% | 454,905 | $18.5M |
| Millennium Management | 0.02% | Reduce -26.5% | 450,504 | $18.3M |
| Kingsview Wealth Management, LLC | 0.36% | Reduce -39.0% | 449,600 | $18.3M |
| Means Investment Co., Inc. | 1.90% | New | 447,698 | $18.2M |
| Proffitt & Goodson Inc. | 3.00% | Add +1.9% | 444,771 | $18.1M |
| Janney Capital Management LLC | 1.16% | Reduce -4.1% | 431,304 | $17.5M |
| Meiji Yasuda Life Insurance Co | 0.33% | No change | 429,157 | $17.5M |
| Citadel Advisors | 0.02% | Add +47797.8% | 427,248 | $17.4M |
| Tower Research Capital LLC (TRC) | 0.32% | Add +588.6% | 401,120 | $16.3M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2.63% | Reduce -3.9% | 393,300 | $16.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.69% | Add +5.5% | 387,972 | $15.8M |
| WCG Wealth Advisors LLC | 1.03% | Reduce -1.3% | 384,775 | $15.6M |
| Jump Financial, LLC | 0.34% | New | 380,409 | $15.5M |
| Quadrature Capital Ltd | 0.30% | New | 373,316 | $15.2M |
| Albion Financial Group | 0.95% | Reduce -2.4% | 341,562 | $13.9M |
| Ameritas Advisory Services, LLC | 0.47% | Reduce -6.8% | 335,195 | $13.6M |
| Independent Advisor Alliance | 0.18% | New | 327,465 | $13.3M |
| MAI Capital Management | 0.10% | Add +6.0% | 324,317 | $13.2M |
| Thrivent Financial for Lutherans | 0.03% | Add +22.6% | 321,556 | $13.1M |
| Stonebridge Capital Advisors LLC | 1.04% | Add +1.3% | 319,368 | $13.0M |
| Cwm, LLC | 0.05% | Add +7.3% | 311,114 | $12.7M |
| Sequoia Financial Advisors, LLC | 0.12% | Add +1340.2% | 307,965 | $12.5M |
| Amica Mutual Insurance Co. | 1.28% | Reduce -1.8% | 306,206 | $12.5M |
| Stifel Financial Corp. | 0.01% | Reduce -19.7% | 306,001 | $12.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.97% | No change | 303,152 | $12.3M |
| Ballentine Partners, LLC | 0.21% | Add +7.9% | 298,364 | $12.1M |
| Trust Asset Management LLC | 0.94% | No change | 294,111 | $12.0M |
| American Financial Advisors, LLC | 1.68% | Reduce -1.8% | 293,801 | $11.9M |
| Allworth Financial LP | 0.06% | Reduce -1.2% | 281,919 | $11.6M |
| Hudock, Inc. | 2.02% | Reduce -0.6% | 284,861 | $11.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -18.4% | 262,155 | $10.7M |
| Osaic Holdings, Inc. | 0.02% | Add +1.8% | 283,005 | $10.4M |
| Penserra Capital Management LLC | 0.19% | Add +0.6% | 250,229 | $10.2M |
| MML Investors Services, LLC | 0.03% | Reduce -4.0% | 248,454 | $10.1M |
| Squarepoint Ops LLC | 0.02% | Reduce -95.2% | 236,055 | $9.6M |
| Swan Global Investments, LLC | 0.46% | Reduce -12.9% | 233,501 | $9.5M |
| Freestone Capital Holdings, LLC | 0.33% | Add +3.9% | 233,323 | $9.5M |
| Alliancebernstein L.P. | 0.00% | Add +43.5% | 230,809 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.6% | 227,517 | $9.3M |
| Assetmark, Inc. | 0.02% | Reduce -38.0% | 221,697 | $9.0M |
| D.A. Davidson & Co. | 0.07% | Add +7.8% | 220,998 | $9.0M |
| Full Sail Capital, LLC | 0.57% | Reduce -0.1% | 219,256 | $8.9M |
| Equitable Holdings, Inc. | 0.08% | Add +0.1% | 218,027 | $8.9M |
| Keybank National Association | 0.03% | Reduce -0.6% | 212,692 | $8.7M |
| Estate Counselors, LLC | 0.92% | Reduce -41.8% | 211,213 | $8.6M |
| Capital Wealth Management, LLC | 3.59% | Reduce -0.0% | 205,831 | $8.4M |
| Brio Consultants, LLC | 1.28% | Add +3.1% | 201,610 | $8.2M |
| Certified Advisory Corp | 0.88% | Add +5.7% | 198,437 | $8.1M |
| Corient Private Wealth LP | 0.01% | Add +7.1% | 210,962 | $7.8M |
| Astor Investment Management LLC | 3.98% | Add +412.7% | 191,035 | $7.8M |
| Olympus Wealth Management, LLC | 2.74% | Reduce -3.7% | 185,349 | $7.5M |
| Prospera Financial Services Inc | 0.18% | Add +124.5% | 185,100 | $7.5M |
| First Interstate Bank | 0.46% | Reduce -2.7% | 184,776 | $7.5M |
| Cordatus Wealth Management LLC | 1.97% | Add +241.1% | 183,591 | $7.5M |
| Prasad Wealth Partners, LLC | 2.35% | — | 178,269 | $7.3M |
| RFG Advisory, LLC | 0.20% | Reduce -35.5% | 177,257 | $7.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -70.3% | 177,080 | $7.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +2.2% | 170,871 | $6.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -44.5% | 169,796 | $6.9M |
| Quantitative Investment Management, LLC | 0.51% | New | 168,638 | $6.9M |
| Baker Avenue Asset Management, LP | 0.21% | Add +171.1% | 168,328 | $6.8M |
| Private Advisor Group, LLC | 0.04% | Reduce -32.7% | 167,246 | $6.8M |
| Pathstone Holdings, LLC | 0.03% | Add +0.5% | 164,144 | $6.7M |
"% 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.