SS Real Estate Select SectorXLREETF
13F holders, Q2 2025 (June 30)721holders −25
59new positions
83sold out
4famous investors
$41.43avg. 13F price*
At the end of Q2 2025, 721 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, down 25 from Q1 2025. 59 opened new positions and 83 sold out. The largest holders were Creative Planning ($1.5B), Bank of America Corp. ($785.4M) and Morgan Stanley ($274.7M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS Real Estate Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q2 2025)
- CUSIP
- 81369Y860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $86.3M |
| Exits | 83 | $142.7M |
All 13F filers, Q1 2025 → Q2 2025: 13,293,041 shares bought and 23,881,495 shares sold, net −10,588,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 721 holders
| Creative Planning | 1.32% | Add +8.3% | 37,386,268 | $1.5B |
| Bank of America Corp. | 0.06% | Reduce -0.7% | 18,960,917 | $785.4M |
| Morgan Stanley | 0.02% | Reduce -3.0% | 6,632,065 | $274.7M |
| LPL Financial LLC | 0.06% | Add +6.9% | 4,215,740 | $174.6M |
| Wells Fargo & Company | 0.03% | Reduce -9.2% | 3,655,906 | $151.4M |
| Cassaday & Co Wealth Management LLC | 3.20% | Reduce -0.1% | 3,089,284 | $128.0M |
| BNP Paribas Financial Markets | 0.08% | Reduce -33.8% | 2,389,305 | $99.0M |
| Phoenix Financial Ltd. | 1.27% | Reduce -34.2% | 2,324,204 | $96.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +287.7% | 2,299,410 | $95.2M |
| Ameriprise Financial Inc. | 0.02% | Add +71.0% | 2,291,673 | $94.9M |
| Harel Insurance Investments & Financial Services Ltd. | 0.77% | Reduce -0.0% | 1,621,738 | $67.2M |
| UBS Group AG | 0.01% | Add +9.9% | 1,541,851 | $63.9M |
| Capital Investment Advisors, LLC | 1.00% | Add +8.0% | 1,333,535 | $56.6M |
| Moss Adams Wealth Advisors LLC | 4.94% | Add +3.8% | 1,313,112 | $54.4M |
| Baird Financial Group, Inc. | 0.09% | Add +1.5% | 1,279,948 | $53.0M |
| Raymond James Financial Inc. | 0.02% | Add +2.5% | 1,184,432 | $49.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.57% | Reduce 0.0% | 1,150,103 | $47.6M |
| Alps Advisors Inc. | 0.27% | Add +4.0% | 1,126,659 | $46.7M |
| Advisory Alpha, LLC | 1.24% | Reduce -0.8% | 963,965 | $39.9M |
| Menora Mivtachim Holdings LTD. | 0.23% | No change | 959,400 | $39.7M |
| CW Advisors, LLC | 0.38% | Add +0.8% | 945,399 | $39.2M |
| Cetera Investment Advisers | 0.06% | Add +23.5% | 872,949 | $36.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -14.8% | 841,184 | $34.8M |
| PGIM Custom Harvest LLC | 0.66% | Add +12.2% | 770,487 | $31.9M |
| Citigroup Inc. | 0.02% | Add +424.2% | 708,361 | $29.3M |
| Cornerstone Advisors, LLC | 0.98% | Reduce -0.3% | 687,100 | $28.5M |
| Money Design Co.,Ltd. | 1.38% | Add +5.0% | 676,601 | $28.0M |
| Factory Mutual Insurance Co. | 0.30% | No change | 659,000 | $27.3M |
| State Street Corp. | 0.00% | New | 631,688 | $26.2M |
| Means Investment Co., Inc. | 2.37% | Add +3.2% | 605,108 | $25.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +1.4% | 594,791 | $24.9M |
| Auto-Owners Insurance Co | 0.54% | Reduce -95.6% | 584,048 | $24.2M |
| Wolverine Trading, LLC | 0.61% | Add +1552.4% | 583,491 | $24.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.1% | 577,882 | $23.9M |
| Meitav Investment House Ltd. | 0.32% | No change | 567,895 | $23.5M |
| Royal Bank of Canada | 0.00% | Add +11.9% | 558,291 | $23.1M |
| Mariner, LLC | 0.03% | Reduce -0.2% | 493,567 | $20.4M |
| Barclays PLC | 0.01% | Add +80.4% | 484,801 | $20.1M |
| Waller Financial Planning Group, Inc. | 4.83% | Add +1.8% | 482,707 | $20.0M |
| HighTower Advisors, LLC | 0.02% | Add +1.3% | 470,029 | $19.5M |
| Modern Wealth Management, LLC | 0.48% | Reduce -23.7% | 468,214 | $19.4M |
| Warwick Investment Management, Inc. | 3.76% | Reduce -0.4% | 468,173 | $19.4M |
| Stadion Money Management, LLC | 1.57% | Reduce -0.7% | 461,662 | $19.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.69% | Add +2.0% | 433,477 | $18.0M |
| Kingsview Wealth Management, LLC | 0.29% | Add +19.6% | 420,328 | $17.4M |
| Private Advisor Group, LLC | 0.09% | Add +15.6% | 416,973 | $17.3M |
| Country Trust Bank | 0.38% | Add +0.6% | 406,605 | $16.8M |
| Janney Capital Management LLC | 1.09% | Reduce -3.3% | 406,381 | $16.8M |
| Ballentine Partners, LLC | 0.25% | Add +26.0% | 392,826 | $16.3M |
| Cwm, LLC | 0.05% | Reduce -1.6% | 346,277 | $14.3M |
| Stonebridge Capital Advisors LLC | 1.07% | Add +4.5% | 340,625 | $14.1M |
| Thrivent Financial for Lutherans | 0.03% | Add +1753.2% | 339,294 | $14.1M |
| Alliancebernstein L.P. | 0.00% | Add +318.7% | 337,977 | $14.0M |
| Ameritas Advisory Services, LLC | 0.72% | Reduce -4.8% | 333,541 | $13.8M |
| Stifel Financial Corp. | 0.01% | Add +4.3% | 322,535 | $13.4M |
| Allworth Financial LP | 0.06% | Add +5.2% | 303,635 | $12.6M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.91% | No change | 303,152 | $12.6M |
| Penserra Capital Management LLC | 0.17% | Add +2.6% | 300,514 | $12.4M |
| Trust Asset Management LLC | 0.91% | No change | 295,390 | $12.2M |
| Transamerica Financial Advisors, LLC | 1.14% | Add +696.5% | 294,092 | $12.2M |
| Amica Mutual Insurance Co. | 1.17% | No change | 292,706 | $12.1M |
| AlphaStar Capital Management, LLC | 0.85% | Add +1043.8% | 291,031 | $12.1M |
| Hudock, Inc. | 1.94% | Reduce -1.8% | 290,865 | $12.0M |
| Agf Management Ltd. | 0.05% | Reduce -37.8% | 288,786 | $12.0M |
| American Financial Advisors, LLC | 1.60% | Reduce -3.7% | 277,354 | $11.5M |
| MAI Capital Management | 0.08% | Reduce -2.2% | 276,154 | $11.4M |
| D.A. Davidson & Co. | 0.08% | Add +1.9% | 269,306 | $11.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -25.2% | 256,535 | $10.6M |
| Freestone Capital Holdings, LLC | 0.34% | Add +6.3% | 241,284 | $10.0M |
| Flagship Harbor Advisors, LLC | 0.47% | Reduce -9.9% | 239,101 | $9.9M |
| Capital Wealth Management, LLC | 3.67% | Add +4.5% | 237,885 | $9.9M |
| AE Wealth Management LLC | 0.07% | Add +35.8% | 235,455 | $9.8M |
| Arrow Financial Corp | 1.02% | Add +82.6% | 234,787 | $9.7M |
| Full Sail Capital, LLC | 0.53% | Add +3.5% | 223,403 | $9.3M |
| Brio Consultants, LLC | 1.26% | Add +0.3% | 207,864 | $8.6M |
| WCG Wealth Advisors LLC | 0.55% | Reduce -38.0% | 206,283 | $8.5M |
| Private Advisory Group LLC | 0.80% | Reduce -7.7% | 206,002 | $8.5M |
| Corient Private Wealth LP | 0.01% | Add +0.8% | 204,013 | $8.5M |
| Certified Advisory Corp | 0.86% | Add +2.8% | 199,906 | $8.3M |
| Swan Global Investments, LLC | 0.38% | Reduce -8.2% | 198,513 | $8.2M |
| Keybank National Association | 0.03% | Reduce -4.2% | 196,846 | $8.2M |
| 1832 Asset Management L.P. | 0.01% | Add +3.5% | 194,238 | $8.0M |
| Susquehanna International Group, LLP | 0.01% | Add +28.9% | 190,939 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -12.8% | 185,264 | $7.7M |
| Peak Retirement Planning, Inc. | 3.06% | Add +31.5% | 183,270 | $7.6M |
| Luken Investment Analytics, LLC | 3.30% | New | 181,593 | $7.5M |
| First Interstate Bank | 0.43% | Reduce -1.1% | 177,005 | $7.3M |
| Fortis Group Advisors, LLC | 1.33% | Reduce -32.0% | 176,977 | $7.3M |
| Equitable Holdings, Inc. | 0.06% | Reduce -22.0% | 173,003 | $7.2M |
| Avantax Advisory Services, Inc. | 0.04% | Add +6.9% | 171,293 | $7.1M |
| Capital Advisors Wealth Management, LLC | 1.11% | Add +18.9% | 171,121 | $7.1M |
| Solano Wealth Investment Advisors LLC | 3.59% | Add +10.2% | 168,702 | $7.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -22.8% | 168,132 | $7.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -8.0% | 167,249 | $6.9M |
| Pathstone Holdings, LLC | 0.03% | Reduce -45.8% | 167,103 | $6.9M |
| Exchange Traded Concepts, LLC | 0.09% | New | 165,167 | $6.8M |
| Citizens Financial Group Inc. | 0.11% | Add +61.4% | 164,355 | $6.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.6% | 161,874 | $6.7M |
| Tudor Investment Corporation | 0.05% | Add +834.2% | 161,826 | $6.7M |
| Proffitt & Goodson Inc. | 1.00% | Reduce -65.4% | 158,107 | $6.5M |
"% 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.