Inst. Holders
50 funds
XL
XLRE
SELECT SECTOR SPDR TR
$40.79 ▲ +0.28%
Prev close $40.6830 New Institutional Positions17 Institutional Exits
Snapshot
The big-picture read on XLRE right now — valuation, ownership and activity at a glance.
Inst. Value
$5.6B
Inst. Activity
30 buys / 17 sells
Price chart 30d -6.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: XLRE — 59.2% short (1.3M / 2.2M)
Short: 1,282,651 | Exempt: 564 | TRF Vol: 2,166,836 | Short Ratio: 59.2% | Off-exchange volume (dark
Jun 30, 2026 Inst.
MORGAN STANLEY — ADD
10,788,663 shares ($475.0M)
Jun 30, 2026 Inst.
BNP PARIBAS FINANCIAL MARKETS — DOUBLED
2,158,678 shares ($95.0M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: XLRE — 59.2% short (1.3M / 2.2M)
Short: 1,282,651 | Exempt: 564 | TRF Vol: 2,166,836 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: XLRE — 57.0% short (1.3M / 2.3M)
Short: 1,325,043 | Exempt: 13 | TRF Vol: 2,326,092 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: XLRE — 78.7% short (1.5M / 1.9M)
Short: 1,491,478 | Exempt: 0 | TRF Vol: 1,895,252 | Short Ratio: 78.7% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: XLRE — 84.8% short (3.7M / 4.3M)
Short: 3,668,087 | Exempt: 6,937 | TRF Vol: 4,327,581 | Short Ratio: 84.8% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: XLRE — 70.3% short (1.3M / 1.9M)
Short: 1,343,644 | Exempt: 0 | TRF Vol: 1,912,380 | Short Ratio: 70.3% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own XLRE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.6B total value (100,463,173 shares) as of 2026-Q2. Top holders: Creative, PeakShares, MORGAN. Net buying activity: 30 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Creative Planning | 51,785,146 | $2.3B | 40.8% | — |
| PeakShares LLC | 26,542 | $1.2B | 20.9% | — |
| MORGAN STANLEY | 10,788,663 | $475.0M | 8.5% | ADD +47.9% |
| BANK OF AMERICA CORP /DE/ | 7,024,401 | $309.3M | 5.5% | TRIM -63.8% |
| LPL Financial LLC | 4,632,026 | $203.9M | 3.6% | — |
| UBS Group AG | 2,160,973 | $95.1M | 1.7% | ADD +37.8% |
| BNP PARIBAS FINANCIAL MARKETS | 2,158,678 | $95.0M | 1.7% | DOUBLED +2309.4% |
| WELLS FARGO & COMPANY/MN | 1,773,195 | $78.1M | 1.4% | TRIM -55.6% |
| Cetera Investment Advisers | 1,580,192 | $69.6M | 1.2% | — |
| RAYMOND JAMES FINANCIAL INC | 1,371,599 | $60.4M | 1.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 7,294,695 | 10,788,663 | +47.9% | $475.0M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 89,593 | 2,158,678 | +2309.4% | $95.0M |
| WELLS FARGO & COMPANY/MN | TRIM | 3,994,740 | 1,773,195 | -55.6% | $78.1M |
| AMERIPRISE FINANCIAL INC | TRIM | 1,571,645 | 1,000,810 | -36.3% | $44.1M |
| D. E. Shaw & Co., Inc. | DOUBLED | 36,605 | 614,909 | +1579.8% | $27.1M |
| OSAIC HOLDINGS, INC. | ADD | 205,930 | 383,127 | +86.0% | $16.9M |
| BARCLAYS PLC | DOUBLED | 93,591 | 355,294 | +279.6% | $15.6M |
| Equitable Holdings, Inc. | DOUBLED | 113,287 | 289,591 | +155.6% | $12.8M |
| JPMORGAN CHASE & CO | NEAR_EXIT | 5,769,742 | 278,887 | -95.2% | $12.5M |
| Waverly Advisors, LLC | ADD | 145,628 | 276,975 | +90.2% | $12.2M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for XLRE.
Shares short
4,709,714
Settlement Sep 15, 2026
Change vs prior
-8.2%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume