Who owns XLRE?
State Street Real Estate Select Sector SPDR ETF · State Street
800 institutions reported holding XLRE, worth $6.4B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XLRE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Creative Planning | Overland Park, KS | $2.3B | 51,785,146 | +3,823,420 shares |
| Morgan Stanley | New York, NY | $475.0M | 10,788,663 | +3,493,968 shares |
| Bank of America Corp. | Charlotte, NC | $309.3M | 7,024,401 | −154,789 shares |
| LPL Financial LLC | Fort Mill, SC | $203.9M | 4,632,026 | +514,565 shares |
| Cassaday & Co Wealth Management LLC | Mclean, VA | $149.4M | 3,392,096 | +70,563 shares |
| American Family Investments, Inc. | Madison, WI | $112.3M | 2,549,761 | +1,182,674 shares |
| UBS Group AG | Zurich, Switzerland | $95.1M | 2,160,973 | +105,875 shares |
| BNP Paribas Financial Markets | Paris, France | $95.0M | 2,158,678 | +2,069,085 shares |
| Vanderbilt University | Nashville, TN | $89.3M | 2,029,067 | New position |
| Wells Fargo & Company | San Francisco, CA | $78.1M | 1,773,195 | −2,221,545 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XLRE?
800 institutional managers reported holding XLRE in Form 13F filings for June 30, 2026, worth $6.4B in total. The largest reported position was held by Creative Planning, at $2.3B.
Did institutions buy or sell XLRE last quarter?
Reported 13F value rose 13.4% from March 31, 2026, which includes price moves as well as buying and selling. 123 firms reported a new position and 57 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XLRE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.