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Clark Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Clark Wealth Partners’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
2026
Q2 		$41.3K Hold
939
– – 0.02% 127
2026
Q1 		$38.3K Hold
939
– – 0.03% 121
2025
Q4 		$37.9K Hold
939
– – 0.02% 121
2025
Q3 		$37.9K Buy
+939
New +$39.3K 0.02% 121

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Clark Wealth Partners's XLRE Position: Q2 2026 in Review

Clark Wealth Partners held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 939 shares worth $41.3K. The position accounts for 0.02% of the portfolio, ranked #127.

Clark Wealth Partners first reported a position in XLRE in Q3 2025 and has held it in 4 quarters since. 768 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Clark Wealth Partners held 939 shares of State Street Real Estate Select Sector SPDR ETF worth $41.3K as of Q2 2026.
  • Clark Wealth Partners left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up 0.02% of Clark Wealth Partners's portfolio in Q2 2026, its #127 holding.
  • Clark Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 768 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.