13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
XLRE

SELECT SECTOR SPDR TR

853 institutions still hold SELECT SECTOR SPDR TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81369Y860·Exchange Traded Fund·853 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$5.6B
visible holders
Holders
853
filers reporting
Concentration
40.81%
Creative Planning #1
top holder share
AI Holders Summary · Q2 2026

853 institutions reported XLRE in Q2 2026. Creative Planning leads at 40.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$2.3B51.8M1.33%Q2 202602
PeakShares LLC
CIK 0002113507
$1.2B27K0.87%Q2 202603
MORGAN STANLEY
CIK 0000895421
$475M10.8M0.03%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$309M7.0M0.02%Q2 202605
LPL Financial LLC
CIK 0001403438
$204M4.6M0.05%Q2 202606
Cassaday & Co Wealth Management LLC
CIK 0001963612
$149M3.4M2.81%Q2 202607
American Family Investments, Inc.
CIK 0002029723
$112M2.5M2.03%Q2 202608
UBS Group AG
CIK 0001610520
$100M2.3M0.01%Q2 202609
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$97M2.2M0.03%Q2 202610
Vanderbilt University
CIK 0001825985
$89M2.0M12.27%Q2 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$78M1.8M0.01%Q2 202612
Capital Investment Advisors, LLC
CIK 0001582732
$74M1.7M0.98%Q2 202613
Moss Adams Wealth Advisors LLC
CIK 0001661245
$73M1.7M4.54%Q2 202614
Cetera Investment Advisers
CIK 0001666741
$70M1.6M0.06%Q2 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$60M1.4M0.02%Q2 202616
Baird Financial Group, Inc.
CIK 0001648711
$56M1.3M0.08%Q2 202617
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$52M1.2M0.03%Q2 202618
Phoenix Financial Ltd.
CIK 0001679543
$47M1.1M0.32%Q2 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$47M1.1M0.01%Q2 202620
Parcion Private Wealth LLC
CIK 0001801263
$47M1.1M2.58%Q2 2026
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