Who owns State Street Real Estate Select Sector SPDR ETF?
Institutional ownership of XLRE from SEC Form 13F filings across 430 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.
430
13F holders
$6.29B
value, 2026 filers
65.9%
of shares outstanding (118.5M sh)
67
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 | UBS Group AG | 2.2M | $95.1M | 0.0% | 1.2% | +5.2% |
| 7 | BNP PARIBAS FINANCIAL MARKETS | 2.2M | $95.0M | 0.0% | 1.2% | +2309.4% |
| 8 | WELLS FARGO & COMPANY/MN | 1.8M | $78.1M | 0.0% | 1% | -55.6% |
| 9 | Capital Investment Advisors, LLC | 1.7M | $74.0M | 1.0% | 0.9% | -47.5% |
| 10 | Cetera Investment Advisers | 1.6M | $69.6M | 0.1% | 0.9% | +15.0% |
| 11 | RAYMOND JAMES FINANCIAL INC | 1.4M | $60.4M | 0.0% | 0.8% | +15.9% |
| 12 | Baird Financial Group, Inc. | 1.3M | $56.4M | 0.1% | 0.7% | -0.5% |
| 13 | VICTORY CAPITAL MANAGEMENT INC | 1.2M | $51.9M | 0.0% | 0.7% | -3.6% |
| 14 | Phoenix Financial Ltd. | 1.1M | $46.8M | 0.3% | 0.6% | 0.0% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $46.7M | 0.0% | 0.6% | +2.8% |
| 16 | AMERIPRISE FINANCIAL INC | 1.0M | $44.1M | 0.0% | 0.6% | -36.3% |
| 17 | Advisory Alpha, LLC | 913,389 | $40.2M | 1.0% | 0.5% | -0.4% |
| 18 | Thrivent Financial for Lutherans | 709,705 | $31,249 | 0.1% | 0.4% | -1.3% |
| 19 | ROYAL BANK OF CANADA | 680,463 | $30.0M | 0.0% | 0.4% | -5.1% |
| 20 | D. E. Shaw & Co., Inc. | 614,909 | $27.1M | 0.0% | 0.3% | +1579.8% |
| 21 | HighTower Advisors, LLC | 570,721 | $25.1M | 0.0% | 0.3% | +3.5% |
| 22 | Janney Montgomery Scott LLC | 565,043 | $24,879 | 0.0% | 0.3% | +5.5% |
| 23 | Gerber Kawasaki Wealth & Investment Management | 558,459 | $24.6M | 0.7% | 0.3% | -4.0% |
| 24 | Bluespring Wealth Management, LLCNEW | 529,816 | $23.3M | 0.4% | 0.3% | new |
| 25 | GOLDMAN SACHS GROUP INC | 527,413 | $23.2M | 0.0% | 0.3% | +3.3% |
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.