SELECT SECTOR SPDR TR (XLRE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
774
Reporting holders
$6.4B
Reported value
1.2%
Held as options
+55
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Creative Planning | $2.3B | 51,785,146 | 1.33% | 31q | +8.0%+$168.3M |
| PeakShares LLC | $1.2B | 26,542 | 0.87% | 3q | +4.7%+$52.0M |
| MORGAN STANLEY | $475.0M | 10,788,663 | 0.03% | 35q | +47.9%+$153.8M |
| BANK OF AMERICA CORP /DE/ | $309.3M | 7,024,401 | 0.02% | 31q | -2.2%-$6.8M |
| LPL Financial LLC | $203.9M | 4,632,026 | 0.05% | 31q | +12.5%+$22.7M |
| Cassaday & Co Wealth Management LLC | $149.4M | 3,392,096 | 2.80% | 15q | +2.1%+$3.1M |
| American Family Investments, Inc. | $112.3M | 2,549,761 | 2.03% | 2q | +86.5%+$52.1M |
| UBS Group AG | $99.6M | 2,160,973 | 0.01% | 31q | +5.2%+$4.9M |
| BNP PARIBAS FINANCIAL MARKETS | $97.2M | 2,158,678 | 0.03% | 31q | +2309.4%+$93.2M |
| Vanderbilt University | $89.3M | 2,029,067 | 12.27% | new | NEW |
| WELLS FARGO & COMPANY/MN | $78.1M | 1,773,195 | 0.01% | 31q | -77.8%-$273.7M |
| Capital Investment Advisors, LLC | $74.0M | 1,681,059 | 0.98% | 10q | +5.1%+$3.6M |
| Moss Adams Wealth Advisors LLC | $72.7M | 1,650,772 | 4.54% | 6q | +3.8%+$2.7M |
| Cetera Investment Advisers | $69.6M | 1,580,192 | 0.06% | 23q | +15.0%+$9.1M |
| RAYMOND JAMES FINANCIAL INC | $60.4M | 1,371,599 | 0.02% | 7q | +15.9%+$8.3M |
| Baird Financial Group, Inc. | $56.4M | 1,282,055 | 0.08% | 30q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $51.9M | 1,177,612 | 0.03% | 4q | -3.6%-$1.9M |
| Phoenix Financial Ltd. | $46.8M | 1,063,204 | 0.32% | 21q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $46.7M | 1,059,840 | 0.01% | 31q | +2.8%+$1.3M |
| Parcion Private Wealth LLC | $46.5M | 1,057,053 | 2.58% | 2q | +0.6%+$278.7K |
| AMERIPRISE FINANCIAL INC | $44.1M | 1,000,810 | 0.01% | 31q | -68.2%-$94.3M |
| PGIM Custom Harvest LLC | $41.7M | 947,212 | 0.52% | 19q | +20.9%+$7.2M |
| Advisory Alpha, LLC | $40.2M | 913,389 | 0.99% | 11q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $32.1M | 51,566 | 0.00% | 31q | -48.6%-$30.3M |
| ROYAL BANK OF CANADA | $30.0M | 680,463 | 0.00% | 31q | -5.1%-$1.6M |
| Warwick Investment Management, Inc. | $29.4M | 667,825 | 3.30% | 15q | +44.9%+$9.1M |
| FACTORY MUTUAL INSURANCE CO | $29.0M | 659,000 | 0.27% | 11q | HELD |
| D. E. Shaw & Co., Inc. | $27.1M | 614,909 | 0.01% | 3q | +1579.8%+$25.5M |
| Auto-Owners Insurance Co | $25.7M | 584,048 | 0.58% | 15q | -23.8%-$8.0M |
| HighTower Advisors, LLC | $25.1M | 570,721 | 0.02% | 31q | +3.5%+$856.5K |
| University of Illinois Foundation | $24.8M | 562,815 | 4.43% | new | NEW |
| Gerber Kawasaki Wealth & Investment Management | $24.6M | 558,459 | 0.66% | 20q | -4.0%-$1.0M |
| Trust Asset Management LLC | $24.2M | 587,742 | 1.04% | 28q | +106.1%+$12.4M |
| Bluespring Wealth Management, LLC | $23.3M | 529,816 | 0.45% | new | NEW |
| Dean, Jacobson Financial Services, LLC | $23.2M | 527,828 | 12.79% | 2q | +1.1%+$249.1K |
| GOLDMAN SACHS GROUP INC | $23.2M | 527,413 | 0.00% | 31q | +3.3%+$751.2K |
| WCG Wealth Advisors LLC | $22.4M | 508,036 | 0.53% | 16q | +6.9%+$1.4M |
| Mariner, LLC | $22.2M | 503,400 | 0.02% | 23q | +1.9%+$416.0K |
| JANE STREET GROUP, LLC | $20.7M | options only | 0.00% | 22q | OPTIONS |
| MEITAV INVESTMENT HOUSE LTD | $19.7M | 448,499 | 0.13% | 22q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.0M | 428,008 | 0.03% | 12q | +3.7%+$683.7K |
| Ameritas Advisory Services, LLC | $18.5M | 419,820 | 0.37% | 12q | +43.3%+$5.6M |
| Savant Capital, LLC | $17.8M | 401,671 | 0.05% | 9q | +1015.4%+$16.2M |
| Prentice Wealth Management LLC | $17.2M | 389,903 | 3.54% | 22q | +2.4%+$401.9K |
| CAPITAL WEALTH MANAGEMENT, LLC | $17.1M | 387,611 | 4.10% | 18q | +6.9%+$1.1M |
| Peak Retirement Planning, Inc. | $17.0M | 386,766 | 2.70% | 7q | +3433.4%+$16.5M |
| OSAIC HOLDINGS, INC. | $16.9M | 383,127 | 0.02% | 26q | +86.0%+$7.8M |
| Stonebridge Capital Advisors LLC | $16.8M | 381,438 | 1.07% | 22q | +0.8%+$128.9K |
| Kingsview Wealth Management, LLC | $16.4M | 373,394 | 0.20% | 24q | -0.6%-$94.4K |
| STIFEL FINANCIAL CORP | $16.2M | 368,034 | 0.01% | 31q | +6.8%+$1.0M |
| COUNTRY TRUST BANK | $15.8M | 359,583 | 0.28% | 19q | -10.8%-$1.9M |
| BARCLAYS PLC | $15.6M | 355,294 | 0.00% | 27q | +279.6%+$11.5M |
| Ballentine Partners, LLC | $15.4M | 350,789 | 0.19% | 13q | HELD |
| AE Wealth Management LLC | $15.3M | 347,324 | 0.07% | 28q | +5.0%+$734.8K |
| Hudock, Inc. | $14.8M | 335,466 | 1.89% | 10q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $14.3M | 324,089 | 0.01% | 22q | +80.3%+$6.4M |
| Freestone Capital Holdings, LLC | $13.9M | 315,720 | 0.36% | 12q | +14.3%+$1.7M |
| MAI Capital Management | $13.6M | 308,387 | 0.05% | 15q | +1.8%+$237.7K |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $13.3M | 303,152 | 0.55% | 31q | HELD |
| Allworth Financial LP | $13.3M | 303,071 | 0.06% | 31q | -8.4%-$1.2M |
| CITIGROUP INC | $12.9M | 262,168 | 0.00% | 31q | -38.4%-$8.0M |
| Equitable Holdings, Inc. | $12.8M | 289,591 | 0.08% | 23q | +155.6%+$7.8M |
| JPMORGAN CHASE & CO | $12.5M | 278,887 | 0.00% | 31q | -95.2%-$246.7M |
| Waverly Advisors, LLC | $12.2M | 276,975 | 0.07% | 6q | +90.2%+$5.8M |
| AGF MANAGEMENT LTD | $12.2M | 276,187 | 0.05% | 15q | HELD |
| Quadrature Capital Ltd | $11.6M | 262,572 | 0.10% | new | NEW |
| Corient Private Wealth LP | $11.4M | 259,128 | 0.01% | 15q | +56.6%+$4.1M |
| Brio Consultants, LLC | $10.8M | 245,437 | 1.27% | 17q | +2.3%+$239.7K |
| American Financial Advisors, LLC | $10.6M | 241,154 | 1.28% | 26q | +1.0%+$107.3K |
| PROFFITT & GOODSON INC | $10.5M | 237,740 | 1.44% | 31q | +2.4%+$242.2K |
| Transamerica Financial Advisors, LLC | $10.1M | 229,076 | 0.85% | 8q | +1.6%+$154.2K |
| IHT Wealth Management, LLC | $9.9M | 223,893 | 0.21% | 31q | +27.5%+$2.1M |
| Cinctive Capital Management LP | $9.5M | 215,433 | 0.35% | new | NEW |
| Rockefeller Capital Management L.P. | $9.4M | 214,607 | 0.01% | 30q | +3.8%+$349.6K |
| CITADEL ADVISORS LLC | $9.4M | options only | 0.00% | 31q | OPTIONS |
| Foguth Wealth Management, LLC. | $9.1M | 201,811 | 1.04% | 8q | +7.8%+$660.0K |
| RENAISSANCE TECHNOLOGIES LLC | $9.0M | 205,200 | 0.01% | new | NEW |
| PNC Financial Services Group, Inc. | $8.6M | 195,059 | 0.00% | 31q | HELD |
| TUDOR INVESTMENT CORP ET AL | $8.6M | 194,773 | 0.01% | new | NEW |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $8.6M | 194,306 | 0.03% | 25q | -13.8%-$1.4M |
| Solano Wealth Investment Advisors LLC | $8.4M | 190,902 | 3.82% | 7q | -0.6%-$47.9K |
| KEYBANK NATIONAL ASSOCIATION/OH | $8.2M | 186,046 | 0.03% | 29q | HELD |
| THOR TRADING ADVISORS, LLC | $8.1M | 183,644 | 2.54% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 181,018 | 0.01% | 31q | -22.7%-$2.3M |
| Viaable, LLC | $7.8M | 177,585 | 6.51% | new | FIRST |
| GenTrust, LLC | $7.8M | 178,150 | 0.30% | 2q | +2.3%+$179.9K |
| D.A. DAVIDSON & CO. | $7.8M | 177,213 | 0.04% | 31q | -2.4%-$189.0K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $7.7M | 174,639 | 0.03% | 2q | +881.1%+$6.9M |
| StrongBox Wealth, LLC | $7.4M | 169,102 | 2.12% | 26q | +0.7%+$53.7K |
| Aspect Partners, LLC | $7.2M | 162,495 | 2.67% | 11q | +11.9%+$761.4K |
| First Interstate Bank | $7.0M | 159,445 | 0.37% | 30q | -3.1%-$220.9K |
| LCW Services, LLC | $6.9M | 157,792 | 3.03% | 2q | +4.6%+$306.7K |
| SageView Advisory Group, LLC | $6.8M | 154,963 | 0.22% | 3q | +1000.2%+$6.2M |
| Brookstone Capital Management | $6.8M | 153,634 | 0.07% | 14q | +18.0%+$1.0M |
| PRUDENTIAL FINANCIAL INC | $6.7M | 153,251 | 0.01% | 2q | -50.1%-$6.8M |
| Jacobi Capital Management LLC | $6.6M | 150,815 | 0.32% | 31q | +13.0%+$764.9K |
| Cerity Partners LLC | $6.6M | 149,725 | 0.01% | 8q | -0.8%-$51.8K |
| RWA WEALTH PARTNERS, LLC | $6.6M | 149,558 | 0.06% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $6.4M | 145,903 | 0.39% | 15q | +1.4%+$86.7K |
| SUMMIT SECURITIES GROUP LLC | $6.4M | 145,498 | 0.61% | new | NEW |
Showing the largest 100 of 806 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 774 | $6.4B | 142,826,560 | 101 | 275 | 225 | 1.2% |
| Q1 2026 | 719 | $5.9B | 142,492,224 | 77 | 263 | 219 | 1.4% |
| Q4 2025 | 742 | $5.8B | 141,402,320 | 79 | 239 | 235 | 2.3% |
| Q3 2025 | 697 | $6.3B | 147,421,504 | 76 | 248 | 212 | 2.0% |
| Q2 2025 | 679 | $5.6B | 133,662,180 | 55 | 238 | 245 | 1.8% |
| Q1 2025 | 702 | $6.1B | 144,187,490 | 67 | 239 | 250 | 2.3% |
| Q4 2024 | 718 | $5.3B | 124,933,839 | 89 | 245 | 218 | 4.0% |
| Q3 2024 | 694 | $6.2B | 133,475,640 | 131 | 255 | 188 | 3.6% |
| Q2 2024 | 608 | $4.4B | 110,650,751 | 60 | 205 | 214 | 2.3% |
| Q1 2024 | 627 | $4.6B | 115,683,439 | 74 | 226 | 190 | 1.1% |
| Q4 2023 | 623 | $3.9B | 95,398,255 | 107 | 182 | 187 | 1.8% |
| Q3 2023 | 534 | $2.5B | 72,989,839 | 53 | 184 | 179 | 1.7% |
| Q2 2023 | 525 | $2.7B | 69,086,430 | 55 | 173 | 190 | 1.3% |
| Q1 2023 | 509 | $2.7B | 70,950,627 | 49 | 176 | 180 | 1.3% |
| Q4 2022 | 497 | $2.8B | 74,992,655 | 76 | 164 | 149 | 1.3% |
| Q3 2022 | 580 | $3.1B | 84,152,666 | 49 | 215 | 183 | 2.2% |
| Q2 2022 | 623 | $3.5B | 83,629,285 | 84 | 234 | 188 | 1.4% |
| Q1 2022 | 635 | $4.0B | 81,435,680 | 72 | 257 | 162 | 0.9% |
| Q4 2021 | 648 | $4.4B | 83,403,763 | 92 | 218 | 138 | 1.2% |
| Q3 2021 | 543 | $2.7B | 59,270,487 | 74 | 217 | 114 | 1.6% |
| Q2 2021 | 504 | $2.0B | 44,486,385 | 86 | 192 | 106 | 1.1% |
| Q1 2021 | 446 | $1.4B | 34,580,396 | 77 | 138 | 123 | 1.1% |
| Q4 2020 | 416 | $1.3B | 34,454,127 | 48 | 118 | 126 | 1.2% |
| Q3 2020 | 397 | $1.3B | 37,464,253 | 52 | 116 | 126 | 1.7% |
| Q2 2020 | 384 | $4.3B | 109,695,569 | 65 | 87 | 150 | 0.6% |
| Q1 2020 | 394 | $2.1B | 66,864,094 | 55 | 114 | 131 | 0.8% |
| Q4 2019 | 423 | $2.7B | 68,101,959 | 49 | 129 | 106 | 0.2% |
| Q3 2019 | 386 | $2.9B | 74,534,384 | 50 | 123 | 101 | 0.2% |
| Q2 2019 | 367 | $2.5B | 68,502,439 | 48 | 118 | 102 | 0.6% |
| Q1 2019 | 369 | $2.6B | 70,523,657 | 64 | 101 | 98 | 1.8% |
| Q4 2018 | 338 | $2.2B | 68,751,372 | 5 | 4 | 6 | 4.8% |