REAL ESTATE SELECT SECT SPDR (XLRE) Institutional Ownership Changes & 13F Activity
REAL ESTATE SELECT SECT SPDR (XLRE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, American Family Investments, Inc., Ameriprise Financial Inc, D. E. Shaw & Co., Inc., and Barclays Plc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Buy | +44,697 | +39.4% | 158,000 | $6.96M | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Sell | -1,246 | -7.4% | 15,565 | $685.32K | Q2 2026 | Sep 09, 2026 |
| Brown, Lisle/Cummings, Inc. | Buy | +28 | — | 28 | $1.23K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -30,828 | -18.6% | 134,635 | $5.93M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -17,135 | -9.5% | 162,575 | $7.16M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -2,143 | -0.6% | 373,394 | $16.44M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -191 | -3.9% | 4,725 | $208.04K | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +122 | +610.0% | 142 | $6.27K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +5,844 | +5.1% | 120,513 | $5.31M | Q2 2026 | Aug 18, 2026 |
| 49 Wealth Management, Llc | Buy | +5,097 | — | 5,097 | $224.42K | Q2 2026 | Aug 18, 2026 |
| Copia Wealth Management | Sell | -472 | -2.2% | 20,756 | $913.89K | Q2 2026 | Aug 18, 2026 |
| American Family Investments, Inc. | Buy | +1,182,674 | +86.5% | 2,549,761 | $112.27M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +176,304 | +155.6% | 289,591 | $12.75M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +3,502 | +1.6% | 229,076 | $10.09M | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Sell | -2,824 | -11.0% | 22,934 | $1.01M | Q2 2026 | Aug 17, 2026 |
| Dearborn Partners Llc | Buy | +2,655 | +24.3% | 13,603 | $598.94K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +1,441 | +21.8% | 8,039 | $354.00K | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Sell | -351 | -2.2% | 15,376 | $676.98K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -119 | -0.6% | 18,202 | $801.30K | Q2 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Sell | -2,221,545 | -55.6% | 1,773,195 | $78.07M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +1,000,810 | — | 1,000,810 | $44.07M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +578,304 | +1579.8% | 614,909 | $27.07M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +261,703 | +279.6% | 355,294 | $15.64M | Q2 2026 | Aug 14, 2026 |
| Cinctive Capital Management Lp | Buy | +215,433 | — | 215,433 | $9.49M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Buy | +194,773 | — | 194,773 | $8.58M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +187,949 | +15.9% | 1,371,599 | $60.39M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +177,197 | +86.0% | 383,127 | $16.87M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -154,789 | -2.2% | 7,024,401 | $309.28M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +131,347 | +90.2% | 276,975 | $12.20M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +129,630 | — | 129,630 | $5.71M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about XLRE activity
Which institutional owners are buying XLRE?
Institutional owners buying XLRE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XLRE activity?
"Buy" means an investor increased their reported position in XLRE compared to the prior reporting period. This reflects growing exposure to REAL ESTATE SELECT SECT SPDR (XLRE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XLRE increasing?
Institutional interest in XLRE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.