SS Real Estate Select SectorXLREETF
13F holders, Q1 2026 (March 31)758holders −21
79new positions
95sold out
3famous investors
$40.82avg. 13F price*
At the end of Q1 2026, 758 institutions reported holding SS Real Estate Select Sector (XLRE) in their 13F filings, down 21 from Q4 2025. 79 opened new positions and 95 sold out. The largest holders were Creative Planning ($2.0B), Morgan Stanley ($297.8M) and Bank of America Corp. ($293.1M). 3 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 (Q1 2026)
- CUSIP
- 81369Y860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $248.0M |
| Exits | 95 | $106.6M |
All 13F filers, Q4 2025 → Q1 2026: 22,175,573 shares bought and 27,632,969 shares sold, net −5,457,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 758 holders
| Creative Planning | 1.33% | Add +7.8% | 47,961,726 | $2.0B |
| Morgan Stanley | 0.02% | Add +12.6% | 7,294,695 | $297.8M |
| Bank of America Corp. | 0.02% | Reduce -63.8% | 7,179,190 | $293.1M |
| JPMorgan Chase & Co. | 0.02% | Add +2650.8% | 5,769,742 | $232.0M |
| LPL Financial LLC | 0.04% | Add +2.7% | 4,117,461 | $168.1M |
| Wells Fargo & Company | 0.03% | Add +2.8% | 3,994,740 | $163.1M |
| Cassaday & Co Wealth Management LLC | 2.89% | Add +1.6% | 3,321,533 | $135.6M |
| Two Sigma Investments, LP | 0.10% | Reduce -52.4% | 2,731,500 | $111.5M |
| UBS Group AG | 0.01% | Add +37.8% | 2,055,098 | $83.9M |
| Capital Investment Advisors, LLC | 0.96% | Add +7.8% | 1,599,989 | $65.3M |
| Moss Adams Wealth Advisors LLC | 4.75% | Add +4.6% | 1,589,587 | $64.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -32.4% | 1,571,645 | $64.2M |
| Alps Advisors Inc. | 0.27% | Add +8.8% | 1,426,962 | $58.3M |
| Cetera Investment Advisers | 0.06% | Add +6.2% | 1,373,623 | $56.1M |
| American Family Investments, Inc. | 1.47% | New | 1,367,087 | $55.8M |
| Baird Financial Group, Inc. | 0.08% | Reduce -0.5% | 1,288,221 | $52.6M |
| Victory Capital Management Inc. | 0.03% | Add +2.2% | 1,221,881 | $49.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.0% | 1,183,650 | $48.3M |
| Phoenix Financial Ltd. | 0.41% | No change | 1,063,404 | $43.4M |
| Parcion Private Wealth LLC | 2.66% | New | 1,050,724 | $42.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +138.6% | 1,030,548 | $42.1M |
| Advisory Alpha, LLC | 1.02% | Reduce -13.2% | 917,501 | $37.5M |
| PGIM Custom Harvest LLC | 0.50% | Add +11.8% | 783,471 | $32.0M |
| Auto-Owners Insurance Co | 0.66% | No change | 766,565 | $31.3M |
| Thrivent Financial for Lutherans | 0.06% | Add +68.8% | 718,918 | $29.4M |
| Royal Bank of Canada | 0.01% | Add +21.1% | 716,755 | $29.3M |
| Peapack Gladstone Financial Corp. | 0.37% | Add +22.8% | 701,841 | $28.7M |
| Factory Mutual Insurance Co. | 0.30% | No change | 659,000 | $26.9M |
| Stonebridge Financial Group, LLC | 2.15% | New | 639,514 | $26.1M |
| Cwm, LLC | 0.06% | Add +11.2% | 588,063 | $24.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.76% | Add +11.8% | 581,690 | $23.8M |
| HighTower Advisors, LLC | 0.02% | Add +3.0% | 551,269 | $22.5M |
| Janney Montgomery Scott LLC | 0.05% | Add +299.9% | 535,397 | $21.9M |
| Dean, Jacobson Financial Services, LLC | 13.10% | New | 522,170 | $21.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -72.8% | 510,351 | $20.8M |
| Mariner, LLC | 0.02% | Add +4.0% | 493,952 | $20.2M |
| WCG Wealth Advisors LLC | 0.54% | Add +3.2% | 475,451 | $19.4M |
| Warwick Investment Management, Inc. | 2.73% | Add +1.0% | 460,928 | $18.8M |
| Meitav Investment House Ltd. | 0.20% | Reduce -21.0% | 448,499 | $18.3M |
| SIH Partners, LLLP | 0.56% | Add +304.3% | 445,213 | $18.2M |
| Citigroup Inc. | 0.01% | Reduce -48.3% | 425,758 | $17.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -36.8% | 412,626 | $17.2M |
| Country Trust Bank | 0.31% | Add +19.7% | 403,236 | $16.5M |
| Prentice Wealth Management LLC | 3.51% | Add +448.7% | 380,776 | $15.5M |
| Stonebridge Capital Advisors LLC | 1.08% | Add +2.6% | 378,511 | $15.5M |
| Kingsview Wealth Management, LLC | 0.21% | Reduce -67.2% | 375,537 | $15.3M |
| Farmers Trust Co. | 2.35% | Add +44.0% | 366,692 | $15.0M |
| Capital Wealth Management, LLC | 4.01% | Add +18.5% | 362,757 | $14.8M |
| Ballentine Partners, LLC | 0.20% | Add +1.9% | 351,121 | $14.3M |
| Stifel Financial Corp. | 0.01% | Reduce -7.6% | 344,679 | $14.1M |
| Hudock, Inc. | 2.01% | Add +13.4% | 334,207 | $13.6M |
| Allworth Financial LP | 0.05% | Add +5.0% | 330,994 | $13.5M |
| AE Wealth Management LLC | 0.07% | Add +17.0% | 330,635 | $13.5M |
| Jain Global LLC | 0.17% | Add +1966.4% | 314,052 | $12.8M |
| Prudential Financial Inc. | 0.02% | New | 307,116 | $12.5M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.81% | No change | 303,152 | $12.4M |
| MAI Capital Management | 0.07% | Add +3.5% | 302,989 | $12.4M |
| Ameritas Advisory Services, LLC | 0.47% | Reduce -0.7% | 292,879 | $12.0M |
| Trust Asset Management LLC | 0.83% | No change | 285,208 | $11.6M |
| Agf Management Ltd. | 0.05% | Reduce -6.5% | 277,338 | $11.3M |
| Freestone Capital Holdings, LLC | 0.34% | Add +18.1% | 276,106 | $11.3M |
| Brio Consultants, LLC | 1.30% | Add +4.7% | 239,993 | $10.6M |
| Amica Mutual Insurance Co. | 0.88% | No change | 251,930 | $10.3M |
| American Financial Advisors, LLC | 1.30% | Reduce -1.9% | 238,717 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.7% | 234,312 | $9.6M |
| Proffitt & Goodson Inc. | 1.47% | Add +24.9% | 232,240 | $9.5M |
| Transamerica Financial Advisors, LLC | 0.78% | Reduce -7.3% | 225,574 | $9.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +60.9% | 225,430 | $9.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +15.9% | 206,667 | $8.4M |
| Osaic Holdings, Inc. | 0.01% | Add +13.2% | 205,930 | $8.4M |
| Tower Research Capital LLC (TRC) | 0.22% | Add +595.0% | 205,235 | $8.4M |
| Independent Advisor Alliance | 0.09% | New | 198,229 | $8.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +40.8% | 194,451 | $7.9M |
| Solano Wealth Investment Advisors LLC | 3.91% | Add +6.2% | 191,991 | $7.8M |
| Keybank National Association | 0.03% | Reduce -0.2% | 186,399 | $7.6M |
| Reyes Financial Architecture, Inc. | 6.15% | New | 184,305 | $7.5M |
| D.A. Davidson & Co. | 0.04% | Add +25.5% | 181,505 | $7.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -20.6% | 179,710 | $7.3M |
| Foguth Wealth Management, LLC. | 0.84% | Reduce -12.9% | 163,092 | $7.2M |
| IHT Wealth Management, LLC | 0.17% | Add +61.0% | 175,572 | $7.2M |
| GenTrust, LLC | 0.30% | New | 174,064 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -7.2% | 168,997 | $6.9M |
| StrongBox Wealth, LLC | 2.19% | Reduce -15.2% | 167,883 | $6.9M |
| First Interstate Bank | 0.38% | Reduce -3.9% | 164,463 | $6.7M |
| Corient Private Wealth LP | 0.01% | Reduce -16.9% | 165,463 | $6.3M |
| Cerity Partners LLC | 0.01% | Reduce -3.4% | 150,902 | $6.2M |
| LCW Services, LLC | 3.06% | New | 150,826 | $6.2M |
| Waverly Advisors, LLC | 0.04% | Add +24.1% | 145,628 | $5.9M |
| Aspect Partners, LLC | 2.42% | Add +4.3% | 145,203 | $5.9M |
| Armstrong Advisory Group, Inc. | 0.39% | Reduce -6.7% | 143,933 | $5.9M |
| Cedar Point Capital Partners, LLC | 3.77% | New | 141,984 | $5.8M |
| Econ Financial Services Corp | 2.63% | New | 138,915 | $5.7M |
| Arkansas Financial Group, Inc. | 0.78% | Add +4.0% | 131,543 | $5.6M |
| Evergreen Capital Management LLC | 0.12% | Add +4.0% | 135,802 | $5.5M |
| Stadion Money Management, LLC | 0.55% | Reduce -76.7% | 133,733 | $5.5M |
| Jacobi Capital Management LLC | 0.30% | Add +22.9% | 133,442 | $5.4M |
| KCM Investment Advisors LLC | 0.18% | Reduce -2.4% | 133,268 | $5.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -65.2% | 133,095 | $5.4M |
| Choreo, LLC | 0.07% | Reduce -3.4% | 132,141 | $5.4M |
| Algorithmic Investment Models, LLC | 6.63% | Add +12.3% | 131,530 | $5.4M |
"% 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.