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State Street Real Estate Select Sector SPDR ETF

798 hedge funds and large institutions have $6.41B invested in State Street Real Estate Select Sector SPDR ETF in 2026 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 305 increasing their positions, 252 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 56

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

21% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 252

12% more capital invested

Capital invested by funds: $5.73B → $6.41B (+$677M)

6% more funds holding

Funds holding: 755798 (+43)

0.61% more ownership

Funds ownership: 79.47%80.08% (+0.61%)

51% less call options, than puts

Call options by funds: $25.7M | Put options by funds: $52.8M

Holders
798
Holders Change
+43
Holders Change %
+5.7%
% of All Funds
9.64%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
109
Increased
305
Reduced
252
Closed
56
Calls
$25.7M
Puts
$52.8M
Net Calls
-$27.1M
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$2.28B +$168M +3,823,420 +8%
Morgan Stanley
2
Morgan Stanley
New York
$475M +$154M +3,493,968 +48%
Bank of America
3
Bank of America
North Carolina
$309M -$6.81M -154,789 -2%
LPL Financial
4
LPL Financial
California
$204M +$22.6M +514,565 +12%
CCWM
5
Cassaday & Co Wealth Management
Virginia
$149M +$3.1M +70,563 +2%
AFI
6
American Family Investments
Wisconsin
$112M +$52M +1,182,674 +87%
UBS Group
7
UBS Group
Switzerland
$95.1M +$4.66M +105,875 +5%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$95M +$91M +2,069,085 +2,309%
VU
9
Vanderbilt University
Tennessee
$89.3M +$89.2M +2,029,067 New
Wells Fargo
10
Wells Fargo
California
$78.1M -$97.7M -2,221,545 -56%
CIA
11
Capital Investment Advisors
Georgia
$74M +$3.56M +81,070 +5%
MAWA
12
Moss Adams Wealth Advisors
Washington
$72.7M +$2.69M +61,185 +4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$69.6M +$9.08M +206,569 +15%
Raymond James Financial
14
Raymond James Financial
Florida
$60.4M +$8.26M +187,949 +16%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$56.4M -$271K -6,166 -0.5%
Victory Capital Management
16
Victory Capital Management
Texas
$51.9M -$1.95M -44,269 -4%
PF
17
Phoenix Financial
Israel
$46.8M -$8.79K -200 -0%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$46.7M +$1.29M +29,292 +3%
PPW
19
Parcion Private Wealth
Washington
$46.5M +$278K +6,329 +0.6%
Ameriprise
20
Ameriprise
Minnesota
$44.1M -$25.1M -570,835 -36%
PCH
21
PGIM Custom Harvest
New Jersey
$41.7M +$7.2M +163,741 +21%
AA
22
Advisory Alpha
Michigan
$40.2M -$181K -4,112 -0.4%
PGFC
23
Peapack-Gladstone Financial Corp
New Jersey
$33.8M +$2.94M +66,794 +10%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$31.2M -$405K -9,213 -1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$30M -$1.6M -36,292 -5%

XLRE Hedge Fund Activity: Q2 2026 in Review

798 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2026, worth a combined $6.41B — up 12% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new XLRE positions and 56 closed out — a net gain of 53 holders — while 305 added to existing stakes and 252 trimmed.

The largest buyer was Creative Planning, adding an estimated $168M. The largest seller was JP Morgan Chase, cutting an estimated $241M.

  • 798 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2026, up from 755 in Q1 2026.
  • Funds reported $6.41B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2026, up 12% quarter-over-quarter.
  • 109 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2026 and 56 closed out, a net change of +53 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2026 was Creative Planning, an estimated $168M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2026 was JP Morgan Chase, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2026.