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XLRE · State Street(R) Real Estate Select Sector SPDR(R) ETF ETF

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$43.93 -0.32 (-0.72%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $15,701,801
Total Shares: 356,616

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026
Top Holder
60.1%
Sep 2023 → Jun 2026 · range 18.7% – 60.1%
+26.3 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 42.1% – 100.0%
+49.1 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 52.5% – 100.0%
+39.1 pts
HHI
5,038
Sep 2023 → Jun 2026 · range 557 – 5,038
Highly concentrated+3,785

Quarterly Activity

vs Mar 31, 2026
New
3
Increased
0
Decreased
2
Sold Out
744
Unchanged
1
Holder count: -741
Institutional value: -99.7%
Shares held: -99.7%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
CITADEL ADVISORS LLC −45,800 214,200
Corient Private Wealth LLC −30,828 134,635

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CARLSON FINANCIAL, INC. 7,514 $330,841
TUCKER ASSET MANAGEMENT LLC 237 $10,435
BROWN, LISLE/CUMMINGS, INC. 28 $1,232

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Creative Planning 47,961,726 $1,958,277,271
MORGAN STANLEY 7,294,695 $297,842,392
BANK OF AMERICA CORP /DE/ 7,179,190 $293,126,326
JPMORGAN CHASE & CO 5,769,742 $235,578,560
LPL Financial LLC 4,117,461 $168,115,932
Filter: New 3 Increased 0 Reduced 2 Sold out 744 Unchanged 1
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC XLRE $6,705,769 42.71% 152,300
Corient Private Wealth LLC XLRE $5,927,979 37.75% 134,635
CITADEL ADVISORS LLC XLRE $2,725,457 17.36% 61,900
CARLSON FINANCIAL, INC. XLRE $330,841 2.11% 7,514
TUCKER ASSET MANAGEMENT LLC XLRE $10,435 0.07% 237
BROWN, LISLE/CUMMINGS, INC. XLRE $1,232 0.01% 28
Principia Wealth Advisory, LLC XLRE $88 0.00% 2