Who owns State Street Real Estate Select Sector SPDR ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XLRE from SEC Form 13F filings across 804 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 804 institutions disclosed 145.7M shares of State Street Real Estate Select Sector SPDR ETF worth $6.41B — about 81% of shares outstanding; the largest disclosed holder is Creative Planning. Source: SEC Form 13F filings, parsed by EvidInvest.
804
13F holders
$6.41B
value, 2026 filers
81%
of shares outstanding (145.7M sh)
128
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XLRE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 51.8M | $2.28B | 1.3% | 28.8% | +8.0% |
| 2 | MORGAN STANLEY | 10.8M | $475.0M | 0.0% | 6% | +47.9% |
| 3 | BANK OF AMERICA CORP /DE/ | 7.0M | $309.3M | 0.0% | 3.9% | -2.2% |
| 4 | LPL Financial LLC | 4.6M | $203.9M | 0.0% | 2.6% | +12.5% |
| 5 | Cassaday & Co Wealth Management LLC | 3.4M | $149.4M | 2.8% | 1.9% | +2.1% |
| 6 | American Family Investments, Inc. | 2.5M | $112.3M | 2.0% | 1.4% | +86.5% |
| 7 | UBS Group AG | 2.2M | $95.1M | 0.0% | 1.2% | +5.2% |
| 8 | BNP PARIBAS FINANCIAL MARKETS | 2.2M | $95.0M | 0.0% | 1.2% | +2309.4% |
| 9 | Vanderbilt UniversityNEW | 2.0M | $89.3M | 12.3% | 1.1% | new |
| 10 | WELLS FARGO & COMPANY/MN | 1.8M | $78.1M | 0.0% | 1% | -55.6% |
| 11 | Capital Investment Advisors, LLC | 1.7M | $74.0M | 1.0% | 0.9% | +5.1% |
| 12 | Moss Adams Wealth Advisors LLC | 1.7M | $72.7M | 4.5% | 0.9% | +3.8% |
| 13 | Cetera Investment Advisers | 1.6M | $69.6M | 0.1% | 0.9% | +15.0% |
| 14 | RAYMOND JAMES FINANCIAL INC | 1.4M | $60.4M | 0.0% | 0.8% | +15.9% |
| 15 | Baird Financial Group, Inc. | 1.3M | $56.4M | 0.1% | 0.7% | -0.5% |
| 16 | VICTORY CAPITAL MANAGEMENT INC | 1.2M | $51.9M | 0.0% | 0.7% | -3.6% |
| 17 | Phoenix Financial Ltd. | 1.1M | $46.8M | 0.3% | 0.6% | 0.0% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $46.7M | 0.0% | 0.6% | +2.8% |
| 19 | Parcion Private Wealth LLC | 1.1M | $46.5M | 2.6% | 0.6% | +0.6% |
| 20 | AMERIPRISE FINANCIAL INC | 1.0M | $44.1M | 0.0% | 0.6% | -36.3% |
| 21 | PGIM Custom Harvest LLC | 947,212 | $41.7M | 0.5% | 0.5% | +20.9% |
| 22 | Advisory Alpha, LLC | 913,389 | $40.2M | 1.0% | 0.5% | -0.4% |
| 23 | PEAPACK GLADSTONE FINANCIAL CORP | 768,635 | $33.8M | 0.4% | 0.4% | +9.5% |
| 24 | Thrivent Financial for Lutherans | 709,705 | $31.2M | 0.1% | 0.4% | -1.3% |
| 25 | ROYAL BANK OF CANADA | 680,463 | $30.0M | 0.0% | 0.4% | -5.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.