XLRI Institutional Ownership & Shareholders
SS REAL EST SS SPDR PREM INC (XLRI) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $31,252 based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Farther Finance Advisors, Llc is currently the largest disclosed institutional shareholder of XLRI tracked by InsiderSet, reporting ownership valued at approximately $26,216 in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $26,465.67, representing an estimated gain of +0.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed XLRI value among the investors covered in this analysis. Major shareholders include Farther Finance Advisors, Llc, Swan Capital Llc, and several other long-term asset managers with concentrated positions in SS REAL EST SS SPDR PREM INC (XLRI).
This page ranks the largest institutional XLRI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$31,252
Largest Holder
Farther Finance Advisors, Llc
Largest Position
$26,216
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
7
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Farther Finance Advisors, Llc | 0.00% | 1,197 | $26,216 | $26,466 | +$250 | +0.95% | |
| Swan Capital Llc | 0.00% | 213 | $5,036 | $4,709 | -$327 | -6.48% |
Frequently asked questions about XLRI
Who are the largest institutional holders of XLRI?
The largest institutional holders of XLRI reported in the latest SEC Form 13F filings include Farther Finance Advisors, Llc and Swan Capital Llc. InsiderSet ranks institutional holders by their latest reported XLRI position.
What is XLRI institutional ownership?
This page tracks XLRI positions reported by institutional investment managers through SEC Form 13F. SS REAL EST SS SPDR PREM INC (XLRI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XLRI?
InsiderSet currently tracks 2 institutional managers reporting XLRI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XLRI shareholders.
How much XLRI stock do institutions own?
Institutional investment managers disclosed approximately $31,252 in XLRI holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XLRI institutional ownership last updated?
The latest XLRI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XLRI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XLRI position after the reporting date.
Are institutions buying or selling XLRI?
Institutional buying and selling can be analyzed by comparing XLRI positions across consecutive 13F reporting periods. InsiderSet's XLRI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XLRI ownership changes.
How has XLRI institutional ownership changed over time?
InsiderSet tracks XLRI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.