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State Street Real Estate Select Sector SPDR ETF

755 hedge funds and large institutions have $5.73B invested in State Street Real Estate Select Sector SPDR ETF in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 300 increasing their positions, 236 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 816 (+8)

27% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 236

0.83% more ownership

Funds ownership: 78.64%79.47% (+0.83%)

3% less capital invested

Capital invested by funds: $5.9B → $5.73B (-$171M)

6% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 96

3% less funds holding

Funds holding: 776755 (-21)

17% less call options, than puts

Call options by funds: $38.3M | Put options by funds: $45.9M

Holders
755
Holders Change
-21
Holders Change %
-2.71%
% of All Funds
9.24%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
90
Increased
300
Reduced
236
Closed
96
Calls
$38.3M
Puts
$45.9M
Net Calls
-$7.57M
Net Calls Change
+$70.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.96B +$145M +3,468,550 +8%
Morgan Stanley
2
Morgan Stanley
New York
$298M +$34.3M +817,339 +13%
Bank of America
3
Bank of America
North Carolina
$293M -$531M -12,675,013 -64%
JP Morgan Chase
4
JP Morgan Chase
New York
$232M +$233M +5,559,995 +2,651%
LPL Financial
5
LPL Financial
California
$168M +$4.59M +109,443 +3%
Wells Fargo
6
Wells Fargo
California
$163M +$4.61M +110,043 +3%
CCWM
7
Cassaday & Co Wealth Management
Virginia
$136M +$2.21M +52,739 +2%
Two Sigma Investments
8
Two Sigma Investments
New York
$112M -$126M -3,004,200 -52%
UBS Group
9
UBS Group
Switzerland
$83.9M +$23.6M +563,443 +38%
CIA
10
Capital Investment Advisors
Georgia
$65.3M +$4.85M +115,764 +8%
MAWA
11
Moss Adams Wealth Advisors
Washington
$64.9M +$2.94M +70,032 +5%
Ameriprise
12
Ameriprise
Minnesota
$64.2M -$31.6M -754,769 -32%
AA
13
ALPS Advisors
Colorado
$58.3M +$4.84M +115,535 +9%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$56.1M +$3.34M +79,673 +6%
AFI
15
American Family Investments
Wisconsin
$55.8M +$57.3M +1,367,087 New
Baird Financial Group
16
Baird Financial Group
Wisconsin
$52.6M -$276K -6,582 -0.5%
Victory Capital Management
17
Victory Capital Management
Texas
$49.9M +$1.09M +26,035 +2%
Raymond James Financial
18
Raymond James Financial
Florida
$48.3M -$2.05M -48,937 -4%
PF
19
Phoenix Financial
Israel
$43.4M
PPW
20
Parcion Private Wealth
Washington
$42.9M +$44M +1,050,724 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$42.1M +$25.1M +598,656 +139%
AA
22
Advisory Alpha
Michigan
$37.5M -$5.84M -139,227 -13%
PCH
23
PGIM Custom Harvest
New Jersey
$32M +$3.45M +82,359 +12%
AOI
24
Auto-Owners Insurance
Michigan
$31.3M
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$29.4M +$12.3M +292,889 +69%

XLRE Hedge Fund Activity: Q1 2026 in Review

755 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q1 2026, worth a combined $5.73B — down 2.9% from $5.9B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of XLRE and 90 opened new positions — a net loss of 6 holders — while 236 trimmed existing stakes and 300 added.

The largest buyer was JP Morgan Chase, adding an estimated $233M. The largest seller was Bank of America, cutting an estimated $531M.

  • 755 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q1 2026, down from 776 in Q4 2025.
  • Funds reported $5.73B of State Street Real Estate Select Sector SPDR ETF stock for Q1 2026, down 2.9% quarter-over-quarter.
  • 90 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q1 2026 and 96 closed out, a net change of -6 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $233M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q1 2026 was Bank of America, an estimated $531M sold.

Based on aggregated 13F filings for Q1 2026.