DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger

XLRE

SELECT SECTOR SPDR TR

803 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·803 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 7.7%

vs prior quarter

13F value held

$4.1B

64.0% inst. owned

of float

Holders

803

+26 QoQ

filers reporting

Activity

+59 / −86

+963 added · −753 reduced

this quarter

Concentration

48.14%

Creative Planning #1

top holder share

AI Holders Summary · Q1 2026

803 institutions reported XLRE in Q1 2026. Creative Planning leads at 48.1% of the visible book. +26 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

Creative Planning

$2.0B48.0M1.33%Q1 2026 02

$298M7.3M0.02%Q1 2026 03

BANK OF AMERICA CORP /DE/

$293M7.2M0.02%Q1 2026 04

JPMORGAN CHASE & CO

$232M5.8M0.01%Q1 2026 05

LPL Financial LLC

$168M4.1M0.04%Q1 2026 06

WELLS FARGO & COMPANY/MN

$163M4.0M0.03%Q1 2026 07

Cassaday & Co Wealth Management LLC

$136M3.3M2.89%Q1 2026 08

TWO SIGMA INVESTMENTS, LP

$112M2.7M0.09%Q1 2026 09

$106M2.6M0.02%Q1 2026 10

Capital Investment Advisors, LLC

$65M1.6M0.96%Q1 2026 11

Moss Adams Wealth Advisors LLC

$65M1.6M4.75%Q1 2026 12

AMERIPRISE FINANCIAL INC

$64M1.6M0.01%Q1 2026 13

ALPS ADVISORS INC

$58M1.4M0.27%Q1 2026 14

Cetera Investment Advisers

$56M1.4M0.06%Q1 2026 15

American Family Investments, Inc.

$56M1.4M1.47%Q1 2026 16

Baird Financial Group, Inc.

$53M1.3M0.08%Q1 2026 17

VICTORY CAPITAL MANAGEMENT INC

$50M1.2M0.03%Q1 2026 18

RAYMOND JAMES FINANCIAL INC

$48M1.2M0.01%Q1 2026 19

Phoenix Financial Ltd.

$43M1.1M0.41%Q1 2026 20

Parcion Private Wealth LLC

$43M1.1M2.66%Q1 2026

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