45% buyers of institutions opening or closing positions this quarter
24 more exits than new buyers, quarter-over-quarter ownership change will be available once more quarters load, and 1 well-known fund manager in the top 25.
45% buyers of institutions opening or closing positions this quarter
Ownership % will appear once market cap data is linked
Moss Adams Wealth portfolio allocation
Loads once peer data is available
No Form 4 insider transactions on file
Latest positioning in XLRE across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in XLRE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 48.0M | $1.96B | +7.8% | β | 1.33% |
| 2 | MORGAN STANLEY | 7.3M | $297.8M | +12.6% | β | 0.02% |
| 3 | BANK OF AMERICA CORP /DE/ | 7.2M | $293.1M | -63.8% | β | 0.02% |
| 4 | LPL Financial LLC | 4.1M | $168.1M | +2.7% | β | 0.04% |
| 5 | WELLS FARGO & COMPANY/MN | 4.0M | $163.1M | +2.8% | β | 0.03% |
| 6 | Cassaday & Co Wealth Management LLC | 3.3M | $135.6M | +1.6% | β | 2.89% |
| 7 | TWO SIGMA INVESTMENTS, LP | 2.7M | $111.5M | -52.4% | β | 0.09% |
| 8 | UBS Group AG | 2.6M | $106.4M | +54.0% | β | 0.02% |
| 9 | Capital Investment Advisors, LLC | 1.6M | $65.3M | +7.8% | β | 1.05% |
| 10 | Moss Adams Wealth Advisors LLC | 1.6M | $64.9M | +4.6% | β | 4.75% |
| 11 | AMERIPRISE FINANCIAL INC | 1.6M | $64.2M | -32.4% | β | 0.01% |
| 12 | ALPS ADVISORS INC | 1.4M | $58.3M | +8.8% | β | 0.27% |
| 13 | Cetera Investment Advisers | 1.4M | $56.1M | +6.2% | β | 0.06% |
| 14 | American Family Investments, Inc. | 1.4M | $55.8M | β | β | 1.47% |
| 15 | Baird Financial Group, Inc. | 1.3M | $52.6M | -0.5% | β | 0.08% |
| 16 | VICTORY CAPITAL MANAGEMENT INC | 1.2M | $49.9M | +2.2% | β | 0.03% |
| 17 | RAYMOND JAMES FINANCIAL INC | 1.2M | $48.3M | -4.0% | β | 0.01% |
| 18 | Phoenix Holdings Ltd. | 1.1M | $43.4M | 0.0% | β | 0.41% |
| 19 | Parcion Private Wealth LLC | 1.1M | $42.9M | β | β | 2.66% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 1.0M | $42.1M | +138.6% | β | 0.01% |
| 21 | Advisory Alpha, LLC | 918K | $37.5M | -13.2% | β | 1.02% |
| 22 | Green Harvest Asset Management LLC | 783K | $32.0M | +11.8% | β | 0.50% |
| 23 | Auto-Owners Insurance Co | 767K | $31.3M | β | β | 0.66% |
| 24 | ROYAL BANK OF CANADA | 717K | $29.3M | +21.1% | β | 0.01% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 701K | $28.6M | -31.8% | β | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in XLRE β a direct measure of their conviction.
Filings activity in XLRE during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 731 | 3.2% | β | β | $5.41B | 60% |
| Q4 2025 | 755 | +7.7% | β | β | $13.39B | +87% |
| Q3 2025 | 701 | +0.3% | β | β | $7.15B | +30% |
| Q2 2025 | 699 | 3.5% | β | β | $5.50B | 25% |
| Q1 2025 | 724 | 1.1% | β | β | $7.34B | 25% |
| Q4 2024 | 732 | +2.4% | β | β | $9.76B | +22% |
| Q3 2024 | 715 | +13% | β | β | $8.02B | 63% |
| Q2 2024 | 635 | β | β | β | $21.54B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for XLRE.
Quick answers to the most common questions about buying XLRE stock.
Based on Q1 2026 13F filings, institutional ownership of Real Estate Select Sector SPDR Fund stands at not currently reported, held across 731 reporting institutions.
Creative Planning is the largest reported institutional holder of XLRE, with approximately 47,961,726 shares worth $1.96B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of XLRE, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for XLRE is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
98 institutions opened new positions in XLRE during Q1 2026, while 122 fully exited. 415 added to existing positions and 207 trimmed.
Quarter-over-quarter ownership change for XLRE is not yet available β at least two quarters of 13F data are required.
The top 10 institutions account for 62.2% of all reported 13F value in XLRE, and the top 25 account for 74.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.