XLRE
ETF

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

ST STR REAL ETF As of Jun 30, 2026 CUSIP 81369Y860
Institutional Holders
783
Total Held Value
$6.33B
Total Exact Shares
144.98M
Largest Holder
Creative Planning
51.79M shares • $2.28B
Reported Holders783
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Creative Planning $2.28B 1.3% +8.0% 51.79M Jun 30, 2026
2 Morgan Stanley $475.0M <0.1% +47.9% 10.79M Jun 30, 2026
3 Bank of America $309.3M <0.1% -2.2% 7.02M Jun 30, 2026
4 LPL Financial $203.9M <0.1% +12.5% 4.63M Jun 30, 2026
5 Cassaday & Co. Wealth Management
Filing dated Sep 30, 2026
 $147.6M 2.6% +6.4% 3.61M Sep 30, 2026
6 American Family Investments $112.3M 2.0% +86.5% 2.55M Jun 30, 2026
7 UBS Group $95.1M <0.1% +5.2% 2.16M Jun 30, 2026
8 BNP Paribas Financial Markets $95.0M <0.1% >999% 2.16M Jun 30, 2026
9 Vanderbilt University $89.3M 12.3% NEW 2.03M Jun 30, 2026
10 Wells Fargo $78.1M <0.1% -55.6% 1.77M Jun 30, 2026
11 Capital Investment Advisors
Filing dated Sep 30, 2026
 $76.5M 1.0% +11.2% 1.87M Sep 30, 2026
12 Cetera Investment Advisers $69.6M 0.1% +15.0% 1.58M Jun 30, 2026
13 Moss Adams Wealth Advisors
Filing dated Sep 30, 2026
 $64.2M 4.2% -4.9% 1.57M Sep 30, 2026
14 Raymond James Financial $60.4M <0.1% +15.9% 1.37M Jun 30, 2026
15 Baird Financial Group $56.4M 0.1% -0.5% 1.28M Jun 30, 2026
16 Victory Capital Management $51.9M <0.1% -3.6% 1.18M Jun 30, 2026
17 Phoenix Financial $46.8M 0.3% -0.0% 1.06M Jun 30, 2026
18 Envestnet Asset Management $46.7M <0.1% +2.8% 1.06M Jun 30, 2026
19 Parcion Private Wealth
Filing dated Sep 30, 2026
 $44.1M 2.4% +2.0% 1.08M Sep 30, 2026
20 Ameriprise Financial $44.1M <0.1% -36.3% 1.00M Jun 30, 2026
Exited in Latest Filing80
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.