Who owns XLRI?
State Street Real Estate Select Sector SPDR Premium Income ETF · State Street
1 institutions reported holding XLRI, worth $5K, in Form 13F filings for June 30, 2026.
Top 1 institutional holders of XLRI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| SWAN Capital LLC | Pensacola, FL | $5K | 213 | New position |
From 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.
Similar ETFs
Compare what they hold: XLRI vs EOSU, XLRI vs WLDU, XLRI vs STLU, XLRI vs MUYY.
Frequently asked questions
Who owns XLRI?
1 institutional managers reported holding XLRI in Form 13F filings for June 30, 2026, worth $5K in total. The largest reported position was held by SWAN Capital LLC, at $5K.
Did institutions buy or sell XLRI last quarter?
Reported 13F value fell 99.4% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 5 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 XLRI 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.