SS Real Estate Select SectorXLREETF
13F holders, Q3 2025 (September 30)725holders +4
69new positions
56sold out
2famous investors
$42.12avg. 13F price*
At the end of Q3 2025, 725 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, up 4 from Q2 2025. 69 opened new positions and 56 sold out. The largest holders were Creative Planning ($1.7B), Bank of America Corp. ($791.8M) and Morgan Stanley ($281.1M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management'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 (Q3 2025)
- CUSIP
- 81369Y860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $144.0M |
| Exits | 56 | $110.3M |
All 13F filers, Q2 2025 → Q3 2025: 18,051,755 shares bought and 7,579,734 shares sold, net +10,472,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| Creative Planning | 1.31% | Add +8.9% | 40,704,991 | $1.7B |
| Bank of America Corp. | 0.06% | Reduce -0.9% | 18,793,178 | $791.8M |
| Morgan Stanley | 0.02% | Add +0.6% | 6,672,087 | $281.1M |
| Phoenix Financial Ltd. | 2.41% | Add +102.1% | 4,697,204 | $197.9M |
| LPL Financial LLC | 0.05% | Reduce -0.9% | 4,179,043 | $176.1M |
| Wells Fargo & Company | 0.03% | Add +7.3% | 3,922,874 | $165.3M |
| Cassaday & Co Wealth Management LLC | 3.07% | Add +2.4% | 3,161,974 | $133.2M |
| BNP Paribas Financial Markets | 0.10% | Add +31.4% | 3,138,677 | $132.2M |
| Ameriprise Financial Inc. | 0.02% | Add +4.4% | 2,392,845 | $100.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -9.2% | 2,088,027 | $88.0M |
| UBS Group AG | 0.02% | Add +31.9% | 2,034,348 | $85.7M |
| Royal Bank of Canada | 0.02% | Add +260.6% | 2,012,994 | $84.8M |
| Harel Insurance Investments & Financial Services Ltd. | 0.62% | Add +0.5% | 1,630,323 | $68.7M |
| Moss Adams Wealth Advisors LLC | 4.84% | Add +12.2% | 1,473,194 | $62.1M |
| Capital Investment Advisors, LLC | 0.99% | Add +6.6% | 1,421,335 | $59.9M |
| Baird Financial Group, Inc. | 0.09% | Add +2.0% | 1,305,309 | $55.0M |
| Raymond James Financial Inc. | 0.02% | Add +6.3% | 1,259,199 | $53.1M |
| Citigroup Inc. | 0.04% | Add +69.6% | 1,201,616 | $50.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.52% | Add +0.0% | 1,150,480 | $48.5M |
| Cetera Investment Advisers | 0.06% | Add +31.5% | 1,147,740 | $48.4M |
| Osaic Holdings, Inc. | 0.07% | Add +574.6% | 1,134,181 | $47.8M |
| Alps Advisors Inc. | 0.27% | Add +0.6% | 1,133,764 | $47.8M |
| Caisse de depot et placement du Quebec | 0.08% | New | 1,115,571 | $47.0M |
| Kingsview Wealth Management, LLC | 0.71% | Add +161.0% | 1,097,078 | $46.2M |
| Advisory Alpha, LLC | 1.20% | Add +6.4% | 1,025,364 | $43.0M |
| PGIM Custom Harvest LLC | 0.56% | Add +14.7% | 883,974 | $37.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.5% | 845,684 | $35.6M |
| Victory Capital Management Inc. | 0.02% | New | 774,438 | $32.6M |
| Means Investment Co., Inc. | 2.50% | Add +13.4% | 686,448 | $28.9M |
| Cornerstone Advisors, LLC | 0.92% | Reduce -4.0% | 659,700 | $27.8M |
| Factory Mutual Insurance Co. | 0.27% | No change | 659,000 | $27.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +3.2% | 613,975 | $25.5M |
| Millennium Management | 0.02% | New | 586,397 | $24.7M |
| Auto-Owners Insurance Co | 0.64% | No change | 584,048 | $24.6M |
| Meitav Investment House Ltd. | 0.32% | Add +0.0% | 567,967 | $23.9M |
| HighTower Advisors, LLC | 0.02% | Add +10.1% | 517,648 | $21.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.72% | Add +14.4% | 495,903 | $20.9M |
| Waller Financial Planning Group, Inc. | 4.75% | Add +1.7% | 490,922 | $20.7M |
| Mariner, LLC | 0.03% | Reduce -1.8% | 484,706 | $20.4M |
| Stadion Money Management, LLC | 1.56% | Add +0.3% | 463,117 | $19.5M |
| Agf Management Ltd. | 0.09% | Add +58.5% | 457,620 | $19.3M |
| Cwm, LLC | 0.06% | Add +31.1% | 453,918 | $19.1M |
| Warwick Investment Management, Inc. | 3.30% | Reduce -3.6% | 451,508 | $19.0M |
| Janney Capital Management LLC | 1.03% | Reduce -3.0% | 394,114 | $16.6M |
| Ballentine Partners, LLC | 0.23% | Add +0.2% | 393,529 | $16.6M |
| Private Advisor Group, LLC | 0.08% | Reduce -6.8% | 388,552 | $16.4M |
| Modern Wealth Management, LLC | 0.30% | Reduce -23.0% | 360,694 | $15.2M |
| Stifel Financial Corp. | 0.01% | Add +11.6% | 359,972 | $15.2M |
| Penserra Capital Management LLC | 0.18% | Add +18.4% | 355,792 | $15.0M |
| Stonebridge Capital Advisors LLC | 1.06% | Add +3.1% | 351,143 | $14.8M |
| Tower Research Capital LLC (TRC) | 0.41% | Add +1128.4% | 349,438 | $14.7M |
| Country Trust Bank | 0.30% | Reduce -20.3% | 323,899 | $13.6M |
| AlphaStar Capital Management, LLC | 1.16% | Add +10.0% | 320,034 | $13.5M |
| Allworth Financial LP | 0.06% | Add +3.4% | 313,824 | $13.2M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.86% | No change | 303,152 | $12.7M |
| Transamerica Financial Advisors, LLC | 1.05% | Add +1.8% | 299,309 | $12.6M |
| Trust Asset Management LLC | 0.86% | No change | 295,390 | $12.4M |
| Hudock, Inc. | 1.88% | Add +1.0% | 293,680 | $12.4M |
| Amica Mutual Insurance Co. | 1.13% | No change | 292,706 | $12.3M |
| MAI Capital Management | 0.08% | Add +4.0% | 287,065 | $12.1M |
| D.A. Davidson & Co. | 0.07% | Add +2.9% | 277,213 | $11.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +2103.9% | 270,725 | $11.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.5% | 267,969 | $11.3M |
| Private Advisory Group LLC | 0.95% | Add +25.9% | 259,324 | $10.9M |
| AE Wealth Management LLC | 0.07% | Add +8.8% | 256,265 | $10.8M |
| Peak Retirement Planning, Inc. | 3.03% | Add +39.1% | 255,001 | $10.7M |
| American Financial Advisors, LLC | 1.38% | Reduce -8.6% | 253,478 | $10.7M |
| Arrow Financial Corp | 1.07% | Add +5.8% | 248,532 | $10.5M |
| Capital Wealth Management, LLC | 3.64% | Add +4.3% | 248,118 | $10.5M |
| Symmetry Investments LP | 0.82% | New | 240,500 | $10.1M |
| Barclays PLC | 0.00% | Reduce -52.7% | 229,267 | $9.7M |
| Flagship Harbor Advisors, LLC | 0.42% | Reduce -5.0% | 227,034 | $9.6M |
| Freestone Capital Holdings, LLC | 0.29% | Reduce -6.6% | 225,274 | $9.5M |
| Equitable Holdings, Inc. | 0.07% | Add +28.8% | 222,769 | $9.4M |
| Peapack Gladstone Financial Corp. | 0.12% | Add +55.4% | 219,206 | $9.2M |
| Full Sail Capital, LLC | 0.51% | Reduce -2.7% | 217,405 | $9.2M |
| Brio Consultants, LLC | 1.25% | Add +3.7% | 215,503 | $9.1M |
| Certified Advisory Corp | 0.84% | Add +4.7% | 209,299 | $8.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -38.2% | 208,933 | $8.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -65.1% | 201,819 | $8.5M |
| Keybank National Association | 0.03% | Reduce -0.3% | 196,247 | $8.3M |
| StrongBox Wealth, LLC | 2.74% | Add +87.5% | 192,371 | $8.1M |
| 1832 Asset Management L.P. | 0.01% | Reduce -1.4% | 191,458 | $8.1M |
| WCG Wealth Advisors LLC | 0.50% | Reduce -8.8% | 188,199 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.0% | 179,757 | $7.6M |
| Solano Wealth Investment Advisors LLC | 3.56% | Add +3.9% | 175,355 | $7.4M |
| First Interstate Bank | 0.40% | Reduce -1.7% | 173,980 | $7.3M |
| Swan Global Investments, LLC | 0.32% | Reduce -14.0% | 170,746 | $7.2M |
| Pathstone Holdings, LLC | 0.03% | Add +0.7% | 168,261 | $7.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +39.2% | 167,463 | $7.1M |
| Proffitt & Goodson Inc. | 1.00% | Add +5.0% | 166,000 | $7.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -4.9% | 159,029 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -18.3% | 156,101 | $6.6M |
| Armstrong Advisory Group, Inc. | 0.45% | Add +0.3% | 152,615 | $6.4M |
| Citizens Financial Group Inc. | 0.09% | Reduce -8.2% | 150,807 | $6.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +35.2% | 149,808 | $6.3M |
| KFG Wealth Management, LLC | 0.90% | Add +13.9% | 147,702 | $6.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.8% | 147,689 | $6.2M |
| Invenio Wealth Partners LLC | 2.23% | Add +4.3% | 145,771 | $6.1M |
| Farmers Trust Co. | 1.04% | New | 143,763 | $6.1M |
"% 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.