Who Owns Real Estate Select Sector SPDR Fund
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Real Estate Select Sector SPDR Fund.
Who crossed 5% of XLRE →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Capital Advisors Wealth Management, LLCST STR REAL ETF201.3K shadded | $8.2M |
| ARMSTRONG ADVISORY GROUP, INCST STR REAL ETF148.7K shadded | $6.1M |
| American National Bank of TexasExchange Traded Fund127.9K shadded | $5.2M |
| Legacy Private Trust Co.ST STR REAL ETF106.4K shadded | $4.4M |
| Ayalon Insurance Comp Ltd.ETP98.8K shheld | $4M |
| AMERICAN NATIONAL BANK & TRUSTRL EST SEL SEC58.5K shtrimmed | $2.4M |
| Horizons Wealth ManagementETF49.9K shtrimmed | $2M |
| WALLER FINANCIAL PLANNING GROUP, INCST STR REAL ETF45.5K shtrimmed | $1.9M |
| COLTON GROOME FINANCIAL ADVISORS, LLCST STR REAL ETF31.7K shadded | $1.3M |
| CoreCap Advisors, LLCETF30.8K shtrimmed | $1.3M |
| Sherry Group, Inc.STATE STREET REA27.8K shadded | $1.1M |
| LifeGoal Investments, LLCST STR REAL ETF27.2K shtrimmed | $1.1M |
| Go Invest LLCETF23.8K shadded | $972.2K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCST STR REAL ETF23.7K shadded | $970.1K |
| Farther Finance Advisors, LLCETF21.7K shtrimmed | $889.6K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM18.3K shtrimmed | $747.5K |
| Peoples Bank/KSExchange Traded Fund16.2K shtrimmed | $664.6K |
| Trust CoETF14.5K shtrimmed | $592.1K |
| Kessler Investment Group, LLCST STR REAL ETF9.5K shadded | $387.3K |
| M.E. ALLISON & CO., INC.ST STR REAL ETF9.4K shadded | $384.2K |
| RVW Wealth, LLCRL EST SEL SEC7.8K shheld | $321K |
| Kaizen Financial StrategiesST STR REAL ETF7.5K shtrimmed | $305.8K |
| Apella Capital, LLCST STR REAL ETF6.5K shadded | $261.9K |
| Vilga Financial Planning LLCST STR REAL ETF5.8K shadded | $238.5K |
| GAMMA Investing LLCETF2.9K shadded | $117.2K |
| Bangor Savings BankST STR REAL ETF1.5K shadded | $61.1K |
| Bullock Wealth Management GroupETF864 shtrimmed | $35.2K |
| Byrne Asset Management LLCCOM713 shheld | $29K |
| VALLEY WEALTH MANAGERS, INC.ETF432 shadded | $17.7K |
| Bank of New HampshireST STR REAL ETF300 shheld | $12.3K |
| Pacifica Partners Inc.STATE STREET REA246 shheld | $10K |
| Central Pacific Bank - Trust DivisionST STR REAL ETF46 shheld | $1.9K |
| Davis Capital ManagementETF6 shheld | $245 |
| GK Wealth Management LLCST STR REAL ETF6 sh— | $245 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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