SS Real Estate Select SectorXLREETF
13F holders, Q4 2025 (December 31)779holders +54
83new positions
70sold out
4famous investors
$40.35avg. 13F price*
At the end of Q4 2025, 779 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, up 54 from Q3 2025. 83 opened new positions and 70 sold out. The largest holders were Creative Planning ($1.8B), Bank of America Corp. ($801.1M) and Morgan Stanley ($261.4M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS Real Estate Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q4 2025)
- CUSIP
- 81369Y860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $313.9M |
| Exits | 70 | $136.3M |
All 13F filers, Q3 2025 → Q4 2025: 18,422,335 shares bought and 20,878,227 shares sold, net −2,455,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 779 holders
| Creative Planning | 1.29% | Add +9.3% | 44,493,176 | $1.8B |
| Bank of America Corp. | 0.06% | Add +5.7% | 19,854,203 | $801.1M |
| Morgan Stanley | 0.02% | Reduce -2.9% | 6,477,356 | $261.4M |
| Two Sigma Investments, LP | 0.37% | New | 5,735,700 | $231.4M |
| LPL Financial LLC | 0.04% | Reduce -4.1% | 4,008,018 | $161.7M |
| Wells Fargo & Company | 0.03% | Reduce -1.0% | 3,884,697 | $156.7M |
| Cassaday & Co Wealth Management LLC | 2.78% | Add +3.4% | 3,268,794 | $131.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.8% | 2,326,414 | $93.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.1% | 1,878,124 | $75.8M |
| Moss Adams Wealth Advisors LLC | 4.44% | Add +3.1% | 1,519,555 | $61.3M |
| UBS Group AG | 0.01% | Reduce -26.7% | 1,491,655 | $60.2M |
| Capital Investment Advisors, LLC | 0.91% | Add +4.4% | 1,484,225 | $59.9M |
| Alps Advisors Inc. | 0.31% | Add +15.7% | 1,311,427 | $52.9M |
| Baird Financial Group, Inc. | 0.08% | Reduce -0.8% | 1,294,803 | $52.2M |
| Cetera Investment Advisers | 0.06% | Add +12.7% | 1,293,950 | $52.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.1% | 1,232,587 | $49.7M |
| Victory Capital Management Inc. | 0.03% | Add +54.4% | 1,195,846 | $48.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.40% | Reduce 0.0% | 1,150,446 | $46.4M |
| Kingsview Wealth Management, LLC | 0.67% | Add +4.4% | 1,145,212 | $46.2M |
| Phoenix Financial Ltd. | 0.47% | Reduce -77.4% | 1,063,404 | $42.9M |
| Advisory Alpha, LLC | 1.16% | Add +3.1% | 1,056,728 | $42.6M |
| Citigroup Inc. | 0.02% | Reduce -31.5% | 823,604 | $33.2M |
| Cullen Capital Management, LLC | 0.36% | Add +11070.4% | 816,329 | $32.9M |
| Auto-Owners Insurance Co | 0.65% | Add +31.3% | 766,565 | $30.9M |
| PGIM Custom Harvest LLC | 0.42% | Reduce -20.7% | 701,112 | $28.3M |
| Factory Mutual Insurance Co. | 0.27% | No change | 659,000 | $26.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +6.3% | 652,916 | $26.6M |
| Royal Bank of Canada | 0.00% | Reduce -70.6% | 591,689 | $23.9M |
| Stadion Money Management, LLC | 1.88% | Add +23.8% | 573,379 | $23.1M |
| Peapack Gladstone Financial Corp. | 0.29% | Add +160.7% | 571,483 | $23.1M |
| Meitav Investment House Ltd. | 0.26% | No change | 567,967 | $22.9M |
| HighTower Advisors, LLC | 0.02% | Add +3.4% | 535,219 | $21.6M |
| Cwm, LLC | 0.06% | Add +16.5% | 528,918 | $21.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.73% | Add +4.9% | 520,262 | $21.0M |
| Mariner, LLC | 0.02% | Reduce -2.0% | 475,105 | $19.2M |
| WCG Wealth Advisors LLC | 0.52% | Add +144.9% | 460,873 | $18.6M |
| Warwick Investment Management, Inc. | 2.84% | Add +1.1% | 456,517 | $18.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -48.9% | 431,892 | $17.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +3487.6% | 426,029 | $17.2M |
| SG Americas Securities, LLC | 0.02% | Add +1625.8% | 412,741 | $16.7M |
| Janney Capital Management LLC | 0.97% | Reduce -2.6% | 383,844 | $15.5M |
| Private Advisor Group, LLC | 0.07% | Reduce -1.7% | 381,920 | $15.4M |
| Stifel Financial Corp. | 0.01% | Add +3.6% | 372,991 | $15.1M |
| Stonebridge Capital Advisors LLC | 1.03% | Add +5.1% | 369,029 | $14.9M |
| Ballentine Partners, LLC | 0.20% | Reduce -12.5% | 344,424 | $13.9M |
| GTS Securities LLC | 0.47% | New | 338,088 | $13.6M |
| Country Trust Bank | 0.25% | Add +4.0% | 336,841 | $13.6M |
| Allworth Financial LP | 0.05% | Add +0.4% | 315,140 | $12.7M |
| Capital Wealth Management, LLC | 3.99% | Add +23.4% | 306,083 | $12.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.80% | No change | 303,152 | $12.2M |
| Agf Management Ltd. | 0.05% | Reduce -35.2% | 296,701 | $12.0M |
| Ameritas Advisory Services, LLC | 0.45% | Add +13007.4% | 295,047 | $11.9M |
| Hudock, Inc. | 1.75% | Add +0.4% | 294,798 | $11.9M |
| MAI Capital Management | 0.07% | Add +2.0% | 292,761 | $11.8M |
| Trust Asset Management LLC | 0.79% | Reduce -3.5% | 285,208 | $11.5M |
| Penserra Capital Management LLC | 0.14% | Reduce -20.4% | 283,374 | $11.4M |
| AE Wealth Management LLC | 0.07% | Add +10.3% | 282,566 | $11.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.2% | 268,499 | $10.8M |
| Peak Retirement Planning, Inc. | 2.42% | Add +0.3% | 255,769 | $10.3M |
| Farmers Trust Co. | 1.68% | Add +77.1% | 254,603 | $10.3M |
| Atom Investors LP | 0.81% | New | 252,322 | $10.2M |
| Amica Mutual Insurance Co. | 0.88% | Reduce -13.9% | 251,930 | $10.2M |
| Barclays PLC | 0.00% | Add +6.9% | 245,064 | $9.9M |
| Transamerica Financial Advisors, LLC | 0.82% | Reduce -18.7% | 243,349 | $9.8M |
| American Financial Advisors, LLC | 1.27% | Reduce -4.0% | 243,249 | $9.8M |
| Marshall Wace, LLP | 0.01% | New | 236,667 | $9.5M |
| Freestone Capital Holdings, LLC | 0.28% | Add +3.8% | 233,761 | $9.4M |
| Brio Consultants, LLC | 1.20% | Add +6.4% | 229,277 | $9.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -16.4% | 226,407 | $9.1M |
| JPMorgan Chase & Co. | 0.00% | Add +3.9% | 209,747 | $8.5M |
| Corient Private Wealth LP | 0.01% | Add +79.5% | 199,071 | $8.0M |
| StrongBox Wealth, LLC | 2.63% | Add +3.0% | 198,040 | $8.0M |
| 1832 Asset Management L.P. | 0.01% | Reduce -0.8% | 189,943 | $7.7M |
| Foguth Wealth Management, LLC. | 1.17% | — | 187,220 | $7.6M |
| Keybank National Association | 0.03% | Reduce -4.8% | 186,764 | $7.5M |
| Proffitt & Goodson Inc. | 1.05% | Add +12.0% | 185,975 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.3% | 182,082 | $7.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -84.0% | 181,852 | $7.3M |
| Solano Wealth Investment Advisors LLC | 3.62% | Add +3.1% | 180,790 | $7.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +27.1% | 178,281 | $7.2M |
| First Interstate Bank | 0.37% | Reduce -1.7% | 171,055 | $6.9M |
| Certified Advisory Corp | 0.62% | Reduce -19.5% | 168,542 | $6.8M |
| KFG Wealth Management, LLC | 0.91% | Add +13.8% | 168,099 | $6.8M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -0.1% | 167,227 | $6.7M |
| Blue Chip Partners, LLC | 0.47% | Add +2495.3% | 160,570 | $6.5M |
| Cerity Partners LLC | 0.01% | Add +359.7% | 156,125 | $6.3M |
| Armstrong Advisory Group, Inc. | 0.42% | Add +1.1% | 154,271 | $6.2M |
| Modern Wealth Management, LLC | 0.11% | Reduce -59.1% | 147,637 | $6.0M |
| D.A. Davidson & Co. | 0.04% | Reduce -47.8% | 144,596 | $5.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -11.9% | 140,120 | $5.7M |
| Aspect Partners, LLC | 2.46% | Add +13.4% | 139,252 | $5.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.5% | 138,117 | $5.6M |
| Choreo, LLC | 0.07% | Add +0.1% | 136,763 | $5.6M |
| KCM Investment Advisors LLC | 0.18% | Add +15.6% | 136,603 | $5.5M |
| Swan Global Investments, LLC | 0.26% | Reduce -20.5% | 135,756 | $5.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -13.3% | 135,331 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -10.6% | 133,900 | $5.4M |
| Waller Financial Planning Group, Inc. | 1.17% | Reduce -73.3% | 130,905 | $5.3M |
| Evergreen Capital Management LLC | 0.12% | Add +6.0% | 130,553 | $5.3M |
| American National Bank of Texas | 4.95% | Add +5.9% | 127,636 | $5.2M |
"% 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.