Clear Creek Financial Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Clear Creek Financial Management’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 Q1	$263K	Sell	6,451 -442	-6%	-$18.5K	0.02%	525
2025 Q4	$278K	Sell	6,893 -2,034	-23%	-$83.7K	0.02%	505
2025 Q3	$376K	Sell	8,927 -970	-10%	-$40.6K	0.03%	424
2025 Q2	$410K	Buy	9,897 +2,157	+28%	+$88.6K	0.04%	377
2025 Q1	$324K	Hold	7,740	–	–	0.03%	383
2024 Q4	$315K	Buy	7,740 +10	+0.1%	+$433	0.03%	366
2024 Q3	$345K	Sell	7,730 -389	-5%	-$16.4K	0.04%	322
2024 Q2	$312K	Sell	8,119 -947	-10%	-$35.7K	0.04%	331
2024 Q1	$358K	Buy	9,066 +1,164	+15%	+$45.3K	0.05%	297
2023 Q4	$317K	Buy	+7,902	New	+$284K	0.05%	258

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Clear Creek Financial Management's XLRE Position: Q1 2026 in Review

Clear Creek Financial Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 6.4% in Q1 2026, selling an estimated $18.5K and leaving 6,451 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #525.

Clear Creek Financial Management first reported a position in XLRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $410K in Q2 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Clear Creek Financial Management held 6,451 shares of State Street Real Estate Select Sector SPDR ETF worth $263K as of Q1 2026.
Clear Creek Financial Management sold 442 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $18.5K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q1 2026, its #525 holding.
Clear Creek Financial Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Clear Creek Financial Management's State Street Real Estate Select Sector SPDR ETF position peaked at $410K in Q2 2025.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.