XRT Institutional Ownership & Shareholders
SPDR S&P RETAIL ETF (XRT) is currently held by 129 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.41B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Healthcare Of Ontario Pension Plan Trust Fund is currently the largest disclosed institutional shareholder of XRT tracked by InsiderSet, reporting ownership valued at approximately $814.31M in its June 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 $823.41M, representing an estimated gain of +1.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed XRT value among the investors covered in this analysis. Major shareholders include Healthcare Of Ontario Pension Plan Trust Fund, Morgan Stanley, Clear Street Group Inc., and several other long-term asset managers with concentrated positions in SPDR S&P RETAIL ETF (XRT).
This page ranks the largest institutional XRT 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
129
Total Reported Value
$2.41B
Largest Holder
Healthcare Of Ontario Pension Plan Trust Fund
Largest Position
$814.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
163
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Healthcare Of Ontario Pension Plan Trust Fund | 1.16% | 9,281,000 | $814,314,940 | $823,410,320 | +$9,095,380 | +1.12% | |
| Morgan Stanley | 0.01% | 2,449,852 | $214,950,098 | $217,350,869 | +$2,400,771 | +1.12% | |
| Clear Street Group Inc. | 0.42% | 1,500,000 | $131,610,000 | $133,080,000 | +$1,470,000 | +1.12% | |
| Canada Pension Plan Investment Board | 0.07% | 1,400,000 | $122,836,000 | $124,208,000 | +$1,372,000 | +1.12% | |
| Mirae Asset Securities (Usa) Inc. | 4.69% | 1,300,000 | $106,795,000 | $115,336,000 | +$8,541,000 | +8.00% | |
| Barclays Plc | 0.03% | 1,184,907 | $103,963,740 | $105,124,949 | +$1,161,209 | +1.12% | |
| Susquehanna International Group, Llp | 0.09% | 1,147,199 | $100,655,241 | $101,779,495 | +$1,124,254 | +1.12% | |
| Bank Of America Corp | 0.01% | 1,126,242 | $98,816,512 | $99,920,190 | +$1,103,678 | +1.12% | |
| Goldman Sachs Group Inc | 0.01% | 806,306 | $70,745,328 | $71,535,468 | +$790,140 | +1.12% | |
| Susquehanna Advisors Group, Inc. | 1.81% | 750,000 | $65,805,000 | $66,540,000 | +$735,000 | +1.12% | |
| Toronto Dominion Bank | 0.11% | 750,012 | $65,751,515 | $66,541,065 | +$789,550 | +1.20% | |
| Phoenix Financial Ltd. | 0.41% | 691,000 | $60,628,340 | $61,305,520 | +$677,180 | +1.12% | |
| Ubs Group Ag | 0.01% | 687,789 | $60,346,607 | $61,020,640 | +$674,033 | +1.12% | |
| Citigroup Inc | 0.03% | 667,535 | $58,569,521 | $59,223,705 | +$654,184 | +1.12% | |
| Natixis | 0.21% | 501,529 | $44,004,154 | $44,495,653 | +$491,499 | +1.12% | |
| Bank Of Nova Scotia | 0.07% | 500,000 | $43,870,000 | $44,360,000 | +$490,000 | +1.12% | |
| Jpmorgan Chase & Co | 0.00% | 350,748 | $30,844,855 | $31,118,363 | +$273,508 | +0.89% | |
| Jefferies Financial Group Inc. | 0.24% | 300,000 | $26,322,000 | $26,616,000 | +$294,000 | +1.12% | |
| State Of Wisconsin Investment Board | 0.03% | 179,419 | $15,742,223 | $15,918,054 | +$175,831 | +1.12% | |
| Marshall Wace, Llp | 0.01% | 174,406 | $15,302,382 | $15,473,300 | +$170,918 | +1.12% | |
| Citadel Advisors Llc | 0.01% | 167,438 | $14,691,010 | $14,855,099 | +$164,089 | +1.12% | |
| J. Goldman & Co Lp | 0.49% | 159,483 | $13,993,038 | $14,149,332 | +$156,294 | +1.12% | |
| Walleye Trading Llc | 0.18% | 149,714 | $13,135,906 | $13,282,626 | +$146,720 | +1.12% | |
| Renaissance Technologies LLC | Jim Simons | 0.02% | 131,500 | $11,537,810 | $11,666,680 | +$128,870 | +1.12% |
| Banco Btg Pactual S.A. | 1.42% | 122,000 | $10,704,280 | $10,823,840 | +$119,560 | +1.12% | |
| Rokos Capital Management Llp | 0.12% | 112,438 | $9,863,624 | $9,975,499 | +$111,875 | +1.13% | |
| Armistice Capital, Llc | 0.19% | 78,787 | $6,912,771 | $6,989,983 | +$77,212 | +1.12% | |
| Sg Americas Securities, Llc | 0.00% | 66,869 | $5,867,000 | $5,932,618 | +$65,618 | +1.12% | |
| Royal Bank Of Canada | 0.00% | 65,860 | $5,779,000 | $5,843,099 | +$64,099 | +1.11% | |
| Lpl Financial Llc | 0.00% | 55,712 | $4,888,186 | $4,942,769 | +$54,583 | +1.12% | |
| D. E. Shaw & Co., Inc. | 0.00% | 45,694 | $4,009,192 | $4,053,972 | +$44,780 | +1.12% | |
| Imc-Chicago, Llc | 0.04% | 43,762 | $3,839,678 | $3,882,565 | +$42,887 | +1.12% | |
| Econ Financial Services Corp | 1.48% | 43,057 | $3,537,133 | $3,820,017 | +$282,884 | +8.00% | |
| Governors Lane Lp | 0.33% | 37,228 | $3,266,385 | $3,302,868 | +$36,483 | +1.12% | |
| Jump Financial, Llc | 0.03% | 33,777 | $2,963,594 | $2,996,695 | +$33,101 | +1.12% | |
| Clark Capital Management Group, Inc. | 0.02% | 32,428 | $2,845,232 | $2,877,012 | +$31,780 | +1.12% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 31,869 | $2,796,167 | $2,827,418 | +$31,251 | +1.12% | |
| Envestnet Asset Management Inc | 0.00% | 25,517 | $2,238,905 | $2,263,868 | +$24,963 | +1.11% | |
| Dv Trading Llc | 0.18% | 24,566 | $2,155,421 | $2,179,496 | +$24,075 | +1.12% | |
| Raymond James Financial Inc | 0.00% | 23,449 | $2,057,349 | $2,080,395 | +$23,046 | +1.12% | |
| Peak6 Llc | 0.05% | 22,660 | $1,988,188 | $2,010,395 | +$22,207 | +1.12% | |
| Jain Global Llc | 0.02% | 20,914 | $1,834,994 | $1,855,490 | +$20,496 | +1.12% | |
| Gts Securities Llc | 0.03% | 18,572 | $1,629,507 | $1,647,708 | +$18,201 | +1.12% | |
| Parallax Volatility Advisers, L.P. | 0.06% | 16,961 | $1,488,158 | $1,504,780 | +$16,622 | +1.12% | |
| Ellis Investment Partners, Llc | 0.22% | 17,735 | $1,456,938 | $1,573,449 | +$116,511 | +8.00% | |
| Wells Fargo & Company/Mn | 0.00% | 15,720 | $1,379,276 | $1,394,678 | +$15,402 | +1.12% | |
| Man Group Plc | 0.00% | 15,495 | $1,359,531 | $1,374,716 | +$15,185 | +1.12% | |
| Schonfeld Strategic Advisors Llc | 0.01% | 11,921 | $1,045,948 | $1,057,631 | +$11,683 | +1.12% | |
| Stifel Financial Corp | 0.00% | 11,456 | $1,005,102 | $1,016,376 | +$11,274 | +1.12% | |
| Aster Capital Management (Difc) Ltd | 0.21% | 11,000 | $965,140 | $975,920 | +$10,780 | +1.12% |
Frequently asked questions about XRT
Who are the largest institutional holders of XRT?
The largest institutional holders of XRT reported in the latest SEC Form 13F filings include Healthcare Of Ontario Pension Plan Trust Fund, Morgan Stanley, Clear Street Group Inc., Canada Pension Plan Investment Board, and Mirae Asset Securities (Usa) Inc.. InsiderSet ranks institutional holders by their latest reported XRT position.
What is XRT institutional ownership?
This page tracks XRT positions reported by institutional investment managers through SEC Form 13F. SPDR S&P RETAIL ETF (XRT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XRT?
InsiderSet currently tracks 129 institutional managers reporting XRT 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 XRT shareholders.
How much XRT stock do institutions own?
Institutional investment managers disclosed approximately $2.41B in XRT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XRT institutional ownership last updated?
The latest XRT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 XRT 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 XRT position after the reporting date.
Are institutions buying or selling XRT?
Institutional buying and selling can be analyzed by comparing XRT positions across consecutive 13F reporting periods. InsiderSet's XRT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XRT ownership changes.
How has XRT institutional ownership changed over time?
InsiderSet tracks XRT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.