13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
XLRE

SELECT SECTOR SPDR TR

811 institutions still hold SELECT SECTOR SPDR TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81369Y860·Exchange Traded Fund·811 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$4.1B
visible holders
Holders
811
filers reporting
Concentration
47.60%
Creative Planning #1
top holder share
AI Holders Summary · Q1 2026

811 institutions reported XLRE in Q1 2026. Creative Planning leads at 47.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$2.0B48.0M1.33%Q1 202602
MORGAN STANLEY
CIK 0000895421
$298M7.3M0.02%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$293M7.2M0.02%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$232M5.8M0.01%Q1 202605
LPL Financial LLC
CIK 0001403438
$168M4.1M0.04%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$163M4.0M0.03%Q1 202607
Cassaday & Co Wealth Management LLC
CIK 0001963612
$136M3.3M2.89%Q1 202608
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$112M2.7M0.09%Q1 202609
UBS Group AG
CIK 0001610520
$106M2.6M0.02%Q1 202610
Vanderbilt University
CIK 0001825985
$89M2.0M12.27%Q2 202611
Capital Investment Advisors, LLC
CIK 0001582732
$65M1.6M0.96%Q1 202612
Moss Adams Wealth Advisors LLC
CIK 0001661245
$65M1.6M4.75%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$64M1.6M0.01%Q1 202614
ALPS ADVISORS INC
CIK 0001376113
$58M1.4M0.27%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$56M1.4M0.06%Q1 202616
American Family Investments, Inc.
CIK 0002029723
$56M1.4M1.47%Q1 202617
Baird Financial Group, Inc.
CIK 0001648711
$53M1.3M0.08%Q1 202618
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$50M1.2M0.03%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$48M1.2M0.01%Q1 202620
Phoenix Financial Ltd.
CIK 0001679543
$43M1.1M0.41%Q1 2026
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