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Clarity Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Clarity Financial’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-65,205
Closed -$2.7M – 126
2025
Q2 		$2.7M Sell
65,205
-63,661
-49% -$2.61M 0.29% 44
2025
Q1 		$5.39M Buy
128,866
+20,267
+19% +$844K 0.62% 38
2024
Q4 		$4.42M Sell
108,599
-2,803
-3% -$121K 0.53% 42
2024
Q3 		$4.98M Buy
111,402
+3,171
+3% +$134K 0.58% 41
2024
Q2 		$4.16M Buy
+108,231
New +$4.08M 0.61% 39
2023
Q3 		– Sell
-64,498
Closed -$2.43M – 130
2023
Q2 		$2.43M Buy
+64,498
New +$2.38M 0.35% 44
2023
Q1 		– Sell
-67,250
Closed -$2.48M – 103
2022
Q4 		$2.48M Buy
67,250
+7,447
+12% +$275K 0.48% 33
2022
Q3 		$2.15M Sell
59,803
-19,344
-24% -$810K 0.5% 37
2022
Q2 		$3.23M Sell
79,147
-66,309
-46% -$2.96M 0.7% 37
2022
Q1 		$7.03M Sell
145,456
-3,346
-2% -$157K 1.42% 23
2021
Q4 		$7.71M Sell
148,802
-227
-0.2% -$10.9K 1.2% 28
2021
Q3 		$6.62M Buy
149,029
+44,377
+42% +$2.06M 1.08% 25
2021
Q2 		$4.64M Sell
104,652
-51,068
-33% -$2.19M 0.89% 31
2021
Q1 		$6.15M Sell
155,720
-5,384
-3% -$202K 1.25% 19
2020
Q4 		$5.89M Buy
+161,104
New +$5.84M 1.41% 15

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clarity Financial's XLRE Position: Q3 2025 in Review

Clarity Financial sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 65,205 shares — an estimated $2.7M sold.

Clarity Financial first reported a position in XLRE in Q4 2020 and held it in 15 quarters. The position peaked at $7.71M in Q4 2021. 726 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

  • Clarity Financial reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Clarity Financial sold 65,205 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $2.7M.
  • Clarity Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and held it in 15 quarters.
  • Clarity Financial's State Street Real Estate Select Sector SPDR ETF position peaked at $7.71M in Q4 2021.
  • 726 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on Clarity Financial's 13F filing for Q3 2025, filed 10 Oct 2025.