SS Real Estate Select SectorXLREETF
13F holders, Q1 2025 (March 31)746holders −19
71new positions
82sold out
3famous investors
$41.09avg. 13F price*
At the end of Q1 2025, 746 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, down 19 from Q4 2024. 71 opened new positions and 82 sold out. The largest holders were Creative Planning ($1.4B), Bank of America Corp. ($798.9M) and Auto-Owners Insurance Co ($447.0M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 (Q1 2025)
- CUSIP
- 81369Y860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $143.5M |
| Exits | 82 | $134.1M |
All 13F filers, Q4 2024 → Q1 2025: 28,408,631 shares bought and 10,131,225 shares sold, net +18,277,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 746 holders
| Creative Planning | 1.36% | Add +8.1% | 34,507,302 | $1.4B |
| Bank of America Corp. | 0.07% | Reduce -3.0% | 19,088,951 | $798.9M |
| Auto-Owners Insurance Co | 11.83% | Add +1641.7% | 13,351,517 | $447.0M |
| Morgan Stanley | 0.02% | Add +8.4% | 6,834,549 | $286.0M |
| Wells Fargo & Company | 0.04% | Add +4.7% | 4,025,561 | $168.5M |
| LPL Financial LLC | 0.06% | Reduce -10.2% | 3,942,327 | $165.0M |
| BNP Paribas Financial Markets | 0.12% | Add +87.4% | 3,611,145 | $151.1M |
| Phoenix Financial Ltd. | 2.26% | Add +46.7% | 3,534,204 | $147.9M |
| Cassaday & Co Wealth Management LLC | 3.64% | Add +1.4% | 3,093,241 | $129.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.89% | Reduce -0.3% | 1,622,231 | $67.9M |
| UBS Group AG | 0.01% | Add +20.3% | 1,403,059 | $58.7M |
| Ameriprise Financial Inc. | 0.02% | Add +105.7% | 1,340,000 | $56.1M |
| Moss Adams Wealth Advisors LLC | 5.58% | New | 1,265,158 | $52.9M |
| Baird Financial Group, Inc. | 0.10% | Add +0.9% | 1,261,073 | $52.8M |
| Capital Investment Advisors, LLC | 1.01% | Add +1105.0% | 1,234,773 | $51.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -7.8% | 1,156,095 | $48.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.68% | Add +0.0% | 1,150,124 | $48.1M |
| Alps Advisors Inc. | 0.26% | Add +20.3% | 1,083,175 | $45.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.7% | 986,872 | $41.3M |
| Advisory Alpha, LLC | 1.38% | Add +23.2% | 971,421 | $40.5M |
| Menora Mivtachim Holdings LTD. | 0.26% | New | 959,400 | $40.2M |
| CW Advisors, LLC | 0.47% | Add +1.7% | 937,989 | $39.3M |
| Cetera Investment Advisers | 0.06% | Add +3.8% | 706,924 | $29.6M |
| Cornerstone Advisors, LLC | 1.24% | Reduce -0.4% | 688,900 | $28.8M |
| PGIM Custom Harvest LLC | 0.69% | Add +12.9% | 686,521 | $28.7M |
| Factory Mutual Insurance Co. | 0.32% | No change | 659,000 | $27.6M |
| Money Design Co.,Ltd. | 1.35% | Add +1.8% | 644,687 | $27.0M |
| Modern Wealth Management, LLC | 0.82% | Reduce -1.6% | 613,294 | $25.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +12.9% | 593,100 | $24.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.7% | 590,511 | $24.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +2.6% | 586,876 | $24.6M |
| Means Investment Co., Inc. | 2.61% | Add +31.0% | 586,531 | $24.5M |
| Meitav Investment House Ltd. | 0.44% | Reduce -65.7% | 567,895 | $23.8M |
| Dean, Jacobson Financial Services, LLC | 16.59% | Reduce -0.1% | 515,347 | $21.6M |
| Quadrature Capital Ltd | 0.47% | Add +34.4% | 501,575 | $21.0M |
| Royal Bank of Canada | 0.00% | Reduce -17.3% | 498,786 | $20.9M |
| Mariner, LLC | 0.03% | Reduce -0.4% | 494,395 | $20.7M |
| Waller Financial Planning Group, Inc. | 5.58% | Add +0.6% | 474,255 | $19.8M |
| Warwick Investment Management, Inc. | 4.09% | Add +0.3% | 470,065 | $19.7M |
| Stadion Money Management, LLC | 1.94% | Reduce -5.0% | 464,892 | $19.5M |
| Agf Management Ltd. | 0.10% | Reduce -2.6% | 464,364 | $19.4M |
| HighTower Advisors, LLC | 0.03% | Add +0.1% | 464,063 | $19.4M |
| Proffitt & Goodson Inc. | 3.15% | Add +2.7% | 456,943 | $19.1M |
| Meiji Yasuda Life Insurance Co | 0.36% | No change | 429,157 | $18.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.80% | Add +9.6% | 425,027 | $17.8M |
| Janney Capital Management LLC | 1.21% | Reduce -2.6% | 420,123 | $17.6M |
| GTS Securities LLC | 0.75% | Add +388.9% | 415,416 | $17.4M |
| Country Trust Bank | 0.43% | Reduce -11.1% | 404,280 | $16.9M |
| Albion Financial Group | 1.11% | Add +10.1% | 376,021 | $15.7M |
| Private Advisor Group, LLC | 0.09% | Add +115.6% | 360,581 | $15.1M |
| Cwm, LLC | 0.06% | Add +13.1% | 351,978 | $14.7M |
| Kingsview Wealth Management, LLC | 0.28% | Reduce -21.8% | 351,408 | $14.7M |
| Ameritas Advisory Services, LLC | 0.59% | Add +4.5% | 350,211 | $14.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +50.8% | 342,998 | $14.4M |
| WCG Wealth Advisors LLC | 1.06% | Reduce -13.6% | 332,487 | $13.9M |
| Stonebridge Capital Advisors LLC | 1.11% | Add +2.0% | 325,912 | $13.6M |
| Ballentine Partners, LLC | 0.23% | Add +4.5% | 311,752 | $13.0M |
| Stifel Financial Corp. | 0.01% | Add +1.0% | 309,109 | $12.9M |
| Pathstone Holdings, LLC | 0.06% | Add +88.0% | 308,561 | $12.9M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.04% | No change | 303,152 | $12.7M |
| Hudock, Inc. | 2.17% | Add +4.0% | 296,185 | $12.4M |
| Trust Asset Management LLC | 1.01% | Add +0.4% | 295,390 | $12.4M |
| Penserra Capital Management LLC | 0.22% | Add +17.1% | 292,949 | $12.3M |
| Amica Mutual Insurance Co. | 1.35% | Reduce -4.4% | 292,706 | $12.3M |
| American Financial Advisors, LLC | 1.75% | Reduce -1.9% | 288,074 | $12.1M |
| MAI Capital Management | 0.09% | Reduce -12.9% | 282,434 | $11.8M |
| Allworth Financial LP | 0.07% | Add +2.4% | 288,713 | $11.7M |
| Barclays PLC | 0.01% | Add +543.9% | 268,672 | $11.2M |
| Flagship Harbor Advisors, LLC | 0.58% | Add +483.3% | 265,464 | $11.1M |
| D.A. Davidson & Co. | 0.09% | Add +19.6% | 264,207 | $11.1M |
| Fortis Group Advisors, LLC | 2.12% | Add +79.7% | 260,441 | $10.9M |
| Tower Research Capital LLC (TRC) | 0.31% | Reduce -36.7% | 253,870 | $10.5M |
| Capital Wealth Management, LLC | 3.95% | Add +10.7% | 227,756 | $9.5M |
| Freestone Capital Holdings, LLC | 0.36% | Reduce -2.8% | 226,910 | $9.5M |
| Private Advisory Group LLC | 1.07% | Add +43.2% | 223,107 | $9.3M |
| Equitable Holdings, Inc. | 0.09% | Add +1.8% | 221,855 | $9.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -23.1% | 217,733 | $9.1M |
| Swan Global Investments, LLC | 0.46% | Reduce -7.4% | 216,324 | $9.1M |
| Full Sail Capital, LLC | 0.58% | Reduce -1.5% | 215,936 | $9.0M |
| Estate Counselors, LLC | 0.92% | Add +0.8% | 212,958 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -18.9% | 212,548 | $8.9M |
| Astor Investment Management LLC | 4.70% | Add +10.6% | 211,321 | $8.8M |
| Brio Consultants, LLC | 1.36% | Add +2.8% | 207,256 | $8.7M |
| Keybank National Association | 0.03% | Reduce -3.4% | 205,538 | $8.6M |
| Corient Private Wealth LP | 0.01% | Reduce -4.0% | 202,489 | $8.5M |
| BlackRock, Inc. | 0.00% | Add +10179.6% | 200,863 | $8.4M |
| MML Investors Services, LLC | 0.03% | Reduce -19.4% | 200,146 | $8.4M |
| Prasad Wealth Partners, LLC | 2.70% | Add +10.8% | 197,615 | $8.3M |
| RFG Advisory, LLC | 0.22% | Add +10.5% | 195,796 | $8.2M |
| Certified Advisory Corp | 0.92% | Reduce -2.0% | 194,426 | $8.1M |
| 1832 Asset Management L.P. | 0.01% | New | 187,665 | $7.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +6.4% | 181,807 | $7.6M |
| Adams Wealth Management | 1.48% | Add +34.3% | 180,060 | $7.5M |
| CacheTech Inc. | 1.47% | Add +34.3% | 180,060 | $7.5M |
| First Interstate Bank | 0.45% | Reduce -3.1% | 179,020 | $7.5M |
| AE Wealth Management LLC | 0.06% | Add +16.0% | 173,410 | $7.3M |
| Castleark Management LLC | 0.23% | No change | 160,370 | $6.7M |
| Avantax Advisory Services, Inc. | 0.04% | Add +6.4% | 160,171 | $6.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.2% | 159,262 | $6.7M |
| D. E. Shaw & Co. | 0.01% | New | 157,534 | $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.