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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcBuy+44,697+39.4%158,000$6.96MQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcSell-1,246-7.4%15,565$685.32KQ2 2026Sep 09, 2026
Brown, Lisle/Cummings, Inc.Buy+2828$1.23KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-30,828-18.6%134,635$5.93MQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-17,135-9.5%162,575$7.16MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-2,143-0.6%373,394$16.44MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-191-3.9%4,725$208.04KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+122+610.0%142$6.27KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+5,844+5.1%120,513$5.31MQ2 2026Aug 18, 2026
49 Wealth Management, LlcBuy+5,0975,097$224.42KQ2 2026Aug 18, 2026
Copia Wealth ManagementSell-472-2.2%20,756$913.89KQ2 2026Aug 18, 2026
American Family Investments, Inc.Buy+1,182,674+86.5%2,549,761$112.27MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+176,304+155.6%289,591$12.75MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+3,502+1.6%229,076$10.09MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Sell-2,824-11.0%22,934$1.01MQ2 2026Aug 17, 2026
Dearborn Partners LlcBuy+2,655+24.3%13,603$598.94KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+1,441+21.8%8,039$354.00KQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcSell-351-2.2%15,376$676.98KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-119-0.6%18,202$801.30KQ2 2026Aug 17, 2026
Wells Fargo & Company/MnSell-2,221,545-55.6%1,773,195$78.07MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+1,000,8101,000,810$44.07MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+578,304+1579.8%614,909$27.07MQ2 2026Aug 14, 2026
Barclays PlcBuy+261,703+279.6%355,294$15.64MQ2 2026Aug 14, 2026
Cinctive Capital Management LpBuy+215,433215,433$9.49MQ2 2026Aug 14, 2026
Tudor Investment Corp Et AlBuy+194,773194,773$8.58MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+187,949+15.9%1,371,599$60.39MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+177,197+86.0%383,127$16.87MQ2 2026Aug 14, 2026
Bank Of America CorpSell-154,789-2.2%7,024,401$309.28MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+131,347+90.2%276,975$12.20MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+129,630129,630$5.71MQ2 2026Aug 14, 2026
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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.